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Kotak Savings Fund (Growth)

Formerly Kotak Treasury Advantage Fund Reg Gr
Returns (3yrs)
7.38 %
Latest NAV
32.84

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Short Term Money
Better than FD
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Fund Information

as on 6th of July, 06:48 PM

Kotak Mahindra Asset Management Co Ltd

The investment objective of the Scheme is to generate returns through investments in debt and money market instruments with a view to reduce the interest rate risk. However,there is no assurance or guarantee that the investment objective of the scheme will be achieved.

Fund Managers

  • profile-pic
    Deepak Agrawal
  • expense-ratio
    Expense Ratio
    0.78
    benchmark
    Benchmark
    NIFTY Ultra Short Duration Debt TR INR
  • Aum image
    AUM
    ₹ 9128.1 Crores
    ISIN
    ISIN
    INF174K01FD6
  • Category Risk:

    Moderately Low risk

Holding Information

as on 6th of July, 06:48 PM

Top Holding

Power Finance Corporation Limited
7%
7.80% Govt Stock 2021
7%
Lic Housing Finance Limited
6%
Housing Development Finance Corporation Limited
6%
Mahindra & Mahindra Financial Services Ltd
4%

Allocation

Debt
64%
Others
36%
Equity
0%

Investment Return Calculator

as on 6th of July, 06:48 PM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 6th of July, 06:48 PM
Minimum SIP Amount
₹ 1000
Minimum Lumpsum Amount
₹ 5000
Lumpsum Multiple
₹ 100
SIP Multiple
₹ 100

About the Fund

Kotak Savings Fund Growth is a Ultra Short Debt fund and has delivered an annualised return of 7.38% over a period of 3 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers names are Deepak Agrawal. The investment objective of the Scheme is to generate returns through investments in debt and money market instruments with a view to reduce the interest rate risk. However,there is no assurance or guarantee that the investment objective of the scheme will be achieved. The fund charges 0.78000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.

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Short Term Money

  • 1-5 years
    Recommended
  • 6-8% p.a.
    Returns
  • No lock-in
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