Kotak Equity Savings Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.56
• Std Deviation 3.95%
• Tracking Error 0.00%

The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.There is no assurance or guarantee that the investment objective of the scheme will be achieved.

The Kotak Equity Savings Fund Regular Growth has an AUM of 4813.24 crores & has delivered CAGR of 10.56% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.85%. The minimum investment in Kotak Equity Savings Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Low & High respectively.

The top holdings of the fund include Cash Offset For Derivatives, Triparty Repo, HDFC Bank & Kotak Liquid Dir Gr.

The major sectors where the fund is invested are Regional Banks, Auto & Truck Manufacturers, Oil & Gas Operations & Misc. Transportation.

Some of the similar funds are Kotak Equity Savings Fund Regular Growth, HDFC Equity Savings Fund Growth, SBI Equity Savings Regular Growth, ICICI Prudential Equity Savings Fund Growth, DSP Equity Savings Fund Regular Plan Growth. Kotak Equity Savings Fund Regular Growth has a sharpe ratio of 1.56 & a standard deviation of 3.95%.