This fund is recommended for investment within ultra short mutual funds.
Ultra Short funds provide relative safety of capital with growth at par with inflation and are suitable for investment objectives with duration of 1-5 years or longer.
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.
Low
Moderately Low
Moderate
Moderately High
High
Moderately Low risk
0.76%
Expense Ratio
13th Aug, 2004
Launched (16y ago)
₹
11,176
AUM in Crores
INF174K01FD6
ISIN
No Lock-in
Lock-in
NIFTY Ultra Short Duration Debt TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Deepak Agrawal
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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 ₹ 187,593 crores. 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
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
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 (Growth)
About Kotak Savings Fund (Growth)
Kotak Savings Fund (Growth) is a Ultra Short Debt fund and has delivered an annualised return of 7.71% 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 (Growth) 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 (Growth) NAV, AUM and Risk
The fund was launched on 2004-08-13. The NAV of the fund as of 2020-09-28 is ₹ 33.13. The total AUM of the fund as of 2020-09-28 is ₹ 11,176 Cr. The category risk of the fund is Moderately Low risk
The fund charges 0.76 % as expense ratio.
Kotak Savings Fund (Growth) Holdings
The fund’s highest allocation is towards debt and has invested 69.87% in this asset class.
The top three holdings of the fund are 8.12% govt stock 2020, 7.80% goi floating rate bonds 2020 and bharti telecom limited.
Kotak Savings Fund (Growth) 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 (Growth) 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.
