- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Savings Fund (G)
Kotak Savings Fund (G)
₹ 40.5057
NAV (Sep 13)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 40.5057
NAV (Sep 13)
Fund Returns
Last 1Y | 7% |
Last 3Y | 5.7% |
Last 5Y | 5.5% |
Last 10Y | 6.7% |
Since Inception | 7.2% |
6 Month CAGR | 3.6% |
Scheme Information
The scheme seeks to generate returns through investment in debt and money market instruments with a view to reduce the interest rate risk.
Expense Ratio | 0.8 |
Launched (0y ago) | 0.8 |
AUM in Crores | 12644.1 |
ISIN | INF174K01FD6 |
Lock-in | |
Benchmark | NIFTY Ultra Short Duration Debt Index A-I |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 0.5 |
Beta | 1.1 |
Sharpe Ratio | -0.1 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Savings Fund (G) | 8,35,246 | 1,02,634 | 5.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Debt Holdings
Punjab National Bank
4.6%Reserve Bank of India
3.8%REC Ltd.
3.5%Reserve Bank of India
3.1%Reserve Bank of India
3%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 9,577 cr | ||
₹ 4,457 cr | ||
₹ 15,209 cr | ||
₹ 8,093 cr | ||
₹ 4,566 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
11.799% | 14.354% | ||
13.342% | 8.002% | ||
- | 5.601% | ||
6.213% | 6.91% | ||
5.707% | 7.301% |
Kotak Savings Fund (G) Review
Kotak Savings Fund (G) is a Debt Debt fund and has delivered an annualised return of 7.208% over a period of 20 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Kotak Savings Fund (G) as of 9/13/2024 is ₹40.51 with the total AUM as of 9/14/2024 is ₹12644.1495. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Savings Fund (G) was launched on 2004-08-13. The category risk of the fund is Above Average.
The minimum SIP amount for Kotak Savings Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Kotak Savings Fund (G) 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 Index A-I.
Kotak Savings Fund (G) is rated as a 4 fund in Debt and delivered 7.015% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Savings Fund (G).
Frequently Asked Questions
What is Kotak Savings Fund (G)?
How to invest in Kotak Savings Fund (G)?
You can invest in Kotak Savings Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak Savings Fund (G)?
The minimum sip amount for Kotak Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Savings Fund (G) good to invest in?
As per Scripbox experts, Kotak Savings Fund (G) is a 4 fund. You can investKotak Savings Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak Savings Fund (G)?
The expense ratio of the Kotak Savings Fund (G) is 0.8% for regular plan.