This fund is recommended for investment within ultra short mutual funds.
Ultra short funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
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Scheme Information
Investment Objective
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.
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 before investing. Past performance is not an indicator of future returns.
Kotak Mahindra Asset Management Co Ltd manages assets worth 200,010 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 34 equity,162 debt and 26 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Kotak Savings Fund (G)
About Kotak Savings Fund (G)
Kotak Savings Fund (G) is a ultra short debt fund and has delivered an annualised return of 7.7% over a period of 16 years .The fund was previously known as Kotak Treasury Advantage Fund Reg Gr.The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund manager’s name is Deepak Agrawal.
Kotak Savings Fund (G) Investment Objective
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. However, there is no assurance that the objective of the scheme will be realized.
Currently, the fund is recommended by Scripbox.
Kotak Savings Fund (G) NAV,AUM,Risk
The Kotak Savings Fund (G) fund was launched on Aug 13, 2004. The NAV (Net Asset Value) of this ultra short debt as of 2020-11-19 is ₹ 33.3652. The total AUM (Asset Under Management) of the fund as of 2020-11-20 is ₹ 13539.437. The category risk of the Kotak Savings Fund (G) fund is Moderately Low risk.
The fund charges 0.76 % as expense ratio.
Kotak Savings Fund (G) Holdings
The fund’s highest allocation is towards others and has invested 53.7% in this asset class. The top three holdings of the fund are 7.80% goi floating rate bonds 2020,182 dtb 06112020 and housing development finance corporation limited
Kotak Savings Fund (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Kotak Savings Fund (G) Investment volatility and Horizon
This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Ultra Short Duration Debt TR INR.
Kotak Savings Fund (G) Review
Kotak Savings Fund (G) has a score of 5 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Kotak Savings Fund (G) has a score of 5 out of 5.
The credit risk of the fund is 4 out of 5 as compared to other debt funds.
