Kotak Savings Fund Growth

Risk: Low to Moderate
₹ 40.76
NAV (Oct 11,2024)

Kotak Savings Fund - Growth is a prestigious mutual fund scheme by Kotak Mahindra Bank, aimed at helping investors achieve long-term growth. With a minimum investment of INR 100, this fund offers a low expense ratio of 0.81, making it an attractive choice for those seeking optimal returns. Since its establishment in 2004, the fund has achieved an impressive asset under management of INR 12,814.17. Invest in Kotak Savings Fund - Growth for a secure and prosperous financial future.

Kotak Savings Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Kotak Savings Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.64
  • Sortino
    UM_URBAN_MONEY

    1.33

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.81%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 13328.87 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Low to Moderate

Investment Return Calculator

as on Oct 13, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,175.93 (1.76%)₹ 10,347.45 (3.47%)₹ 10,715.86 (7.16%)₹ 11,876.78 (18.77%)₹ 13,059.71 (30.60%)
₹ 30,000₹ 30,527.79 (1.76%)₹ 31,042.35 (3.47%)₹ 32,147.58 (7.16%)₹ 35,630.34 (18.77%)₹ 39,179.13 (30.60%)
₹ 50,000₹ 50,879.65 (1.76%)₹ 51,737.25 (3.47%)₹ 53,579.3 (7.16%)₹ 59,383.9 (18.77%)₹ 65,298.55 (30.60%)
₹ 80,000₹ 81,407.44 (1.76%)₹ 82,779.6 (3.47%)₹ 85,726.88 (7.16%)₹ 95,014.24 (18.77%)₹ 1,04,477.68 (30.60%)
₹ 1,00,000₹ 1,01,759.3 (1.76%)₹ 1,03,474.5 (3.47%)₹ 1,07,158.6 (7.16%)₹ 1,18,767.8 (18.77%)₹ 1,30,597.1 (30.60%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • DAYS TREASURY BILL9.21%
  • PUNJAB NATIONAL BANK8.91%
  • NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT7.52%
  • AXIS BANK LTD7.00%
  • HDFC BANK LTD6.89%
  • LIC HOUSING FINANCE LTD5.68%
  • SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA4.94%
  • BHARTI TELECOM LTD3.99%
  • PTC INDIA UNIVERSAL TRUST AL SERIES A INDIA UNIVERSAL TRUST AL2.90%
  • CANARA BANK2.73%
  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD2.72%
  • INDIAN BANK2.54%
  • ICICI BANK LTD2.19%
  • Nirma Ltd1.88%
  • Tamil Nadu State Govt Tamil Nadu1.87%
  • Panatone Finvest Ltd1.83%
  • IDFC FIRST BANK LIMITED1.82%
  • FEDERAL BANK LTD1.82%
  • EMBASSY OFFICE PARKS REIT1.62%
  • Hindustan Zinc Ltd1.48%
  • BANK OF INDIA1.46%
  • INDUSIND BANK LTD1.43%
  • BAJAJ HOUSING FINANCE LTD1.31%
  • INDINFRAVIT TRUST1.30%
  • Triparty Repo1.15%
  • HDB Financial Services Ltd1.12%
  • ADITYA BIRLA FINANCE LTD1.10%
  • Gujarat State Govt Gujarat1.08%
  • Net Current Assets Liabilities0.96%
  • MUTHOOT FINANCE LTD0.92%
  • Maharashtra State Govt Maharashtra0.76%
  • TITAN COMPANY LTD0.75%
  • GRIHUM HOUSING FINANCE LIMITED0.75%
  • John Deere Financial India Private Limited0.74%
  • Hero FinCorp Ltd0.73%
  • Bahadur Chand Investments Private Limited0.70%
  • Central Government0.57%
  • BARCLAYS INVESTMENTS & LOAN INDIA PVT LTD0.55%
  • Union Bank of India0.54%
  • PTC SANSAR TRUST SERIES A MAT SANSAR TRUST0.53%
  • SANSAR TRUST SANSAR TRUST0.40%
  • Kotak Mahindra Prime Ltd0.37%
  • GS CG STRIPS0.34%
  • SBI ALTERNATIVE INVESTMENT FUND0.28%
  • GODREJ INDUSTRIES LTD0.19%
  • Sikka Ports & Terminals Ltd Mukesh Ambani Group0.18%
  • ONGC Petro Additions Ltd0.11%
  • PNB HOUSING FINANCE LTD0.09%
  • Power Finance Corporation Ltd0.04%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.31%

SBI Magnum Ultra Short Duration Fund - Regular Plan - GrowthSBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.31%

HSBC Ultra Short Duration Fund - Regular Plan - GrowthHSBC Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.16%

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - GrowthMahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.12%

Nippon India Ultra Short Duration Fund - GrowthNippon India Ultra Short Duration Fund - Growth

DEBT

Moderate

7.08%

Invesco India Ultra Short Duration Fund - GrowthInvesco India Ultra Short Duration Fund - Growth

DEBT

Low to Moderate

6.88%

Aditya Birla Sun Life Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Savings Fund - Regular Plan - Growth

DEBT

Moderate

6.81%

IDBI Ultra Short Term Fund - GrowthIDBI Ultra Short Term Fund - Growth

DEBT

Low to Moderate

6.76%

Axis Ultra Short Term Fund - Regular Plan - GrowthAxis Ultra Short Term Fund - Regular Plan - Growth

DEBT

Moderate

6.21%

L&T Ultra Short Term Fund - GrowthL&T Ultra Short Term Fund - Growth

DEBT

Low to Moderate

5.15%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Ultra Short Term Fund - Regular Plan - GrowthHDFC Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.33%

HSBC Ultra Short Duration Fund - Regular Plan - GrowthHSBC Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.33%

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.32%

Aditya Birla Sun Life Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Savings Fund - Regular Plan - Growth

DEBT

Moderate

7.26%

Bandhan Ultra Short Term Fund - Regular Plan - GrowthBandhan Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.10%

UTI Ultra Short Duration Fund - Regular Plan - GrowthUTI Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.06%

PGIM India Ultra Short Duration Fund - GrowthPGIM India Ultra Short Duration Fund - Growth

DEBT

Low to Moderate

6.61%

Bank of India Ultra Short Duration Fund - Regular Plan - GrowthBank of India Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.25%

LIC MF Ultra Short Duration Fund - Regular Plan - GrowthLIC MF Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.99%

L&T Ultra Short Term Fund - GrowthL&T Ultra Short Term Fund - Growth

DEBT

Low to Moderate

4.22%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Mirae Asset Ultra Short Duration Fund - Regular Plan - GrowthMirae Asset Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.17%

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - GrowthMahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.89%

Invesco India Ultra Short Duration Fund - GrowthInvesco India Ultra Short Duration Fund - Growth

DEBT

Low to Moderate

5.75%

DSP Ultra Short Fund - Regular Plan - GrowthDSP Ultra Short Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.60%

Tata Ultra Short Term Fund - Regular Plan - GrowthTata Ultra Short Term Fund - Regular Plan - Growth

DEBT

Moderate

5.57%

WhiteOak Capital Ultra Short Duration Fund - Regular Plan - GrowthWhiteOak Capital Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.40%

Canara Robeco Ultra Short Term Fund - Regular Plan - GrowthCanara Robeco Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.38%

Sundaram Ultra Short Duration Fund - GrowthSundaram Ultra Short Duration Fund - Growth

DEBT

Low to Moderate

5.12%

L&T Ultra Short Term Fund - GrowthL&T Ultra Short Term Fund - Growth

DEBT

Low to Moderate

4.40%

Motilal Oswal Ultra Short Term Fund - Regular Plan - GrowthMotilal Oswal Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

4.05%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Ultra Short Duration Fund - GrowthNippon India Ultra Short Duration Fund - Growth

DEBT

Moderate

6.11%

UTI Ultra Short Duration Fund - Regular Plan - GrowthUTI Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.94%

IDBI Ultra Short Term Fund - GrowthIDBI Ultra Short Term Fund - Growth

DEBT

Low to Moderate

5.48%

Invesco India Ultra Short Duration Fund - GrowthInvesco India Ultra Short Duration Fund - Growth

DEBT

Low to Moderate

5.21%

Tata Ultra Short Term Fund - Regular Plan - GrowthTata Ultra Short Term Fund - Regular Plan - Growth

DEBT

Moderate

5.06%

DSP Ultra Short Fund - Regular Plan - GrowthDSP Ultra Short Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.01%

WhiteOak Capital Ultra Short Duration Fund - Regular Plan - GrowthWhiteOak Capital Ultra Short Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

4.85%

Canara Robeco Ultra Short Term Fund - Regular Plan - GrowthCanara Robeco Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

4.79%

Sundaram Ultra Short Duration Fund - GrowthSundaram Ultra Short Duration Fund - Growth

DEBT

Low to Moderate

4.53%

Motilal Oswal Ultra Short Term Fund - Regular Plan - GrowthMotilal Oswal Ultra Short Term Fund - Regular Plan - Growth

DEBT

Low to Moderate

4.44%

Show all Funds

Fund Managers

DA

Mr. Deepak AgrawalFund Manager - Debt

Mr. Deepak Agrawal's career has started from Kotak AMC when he joined the organization in December 2002, where he was initially in Research, Dealing and then moved into Fund Management from November 2006.

MS

Mr. Manu SharmaFund Manager and Dealer

Mr. Manu Sharma has over 17 years of experience in the fields of Fixed Income Fund Management, Operations, Finance Audit and Taxation. He joinedKotak AMC from Deskera Systems in September 2019 and was based out of Bangalore/Singapore for one year. Prior to it Mr. Manu was with Kotak AMCsince September 2006 to June 2018 and has handled major assignments like the Fund Management, Operations and Finance for the KotakAMC.

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Compare with similar Funds

Kotak Savings Fund - Growth

vs

LIC MF Ultra Short Duration Fund - Regular Plan - Growth

Kotak Savings Fund - Growth

vs

PGIM India Ultra Short Duration Fund - Growth

Kotak Savings Fund - Growth

vs

Bandhan Ultra Short Term Fund - Regular Plan - Growth

Kotak Savings Fund - Growth

vs

HDFC Ultra Short Term Fund - Regular Plan - Growth

Kotak Savings Fund - Growth

vs

L&T Ultra Short Term Fund - Growth

Kotak Savings Fund - Growth

vs

Bank of India Ultra Short Duration Fund - Regular Plan - Growth

Kotak Savings Fund - Growth

vs

UTI Ultra Short Duration Fund - Regular Plan - Growth

Kotak Savings Fund - Growth

vs

Nippon India Ultra Short Duration Fund - Growth

Kotak Savings Fund - Growth

vs

Franklin India Ultra Short Bond Fund - Super Institutional - Growth

Kotak Savings Fund - Growth

vs

IDBI Ultra Short Term Fund - Growth

FAQ's

What is the risk level associated with the Kotak Savings Fund - Growth?

The Kotak Savings Fund - Growth is a low to moderate risk mutual fund.

What is the current NAV (Net Asset Value) of the Kotak Savings Fund - Growth as of Oct 11,2024?

The current NAV of the Kotak Savings Fund - Growth as of Oct 11,2024 is INR 40.76.

What are the returns generated by the Kotak Savings Fund - Growth over the past 1, 3, and 5 years?

The Kotak Savings Fund - Growth has produced returns of 6.92% in the past year, 5.40% over 3 years, and 5.54% over 5 years.

What is the expense ratio associated with the Kotak Savings Fund - Growth?

The expense ratio of the Kotak Savings Fund - Growth is 0.81%.

What is the minimum investment amount required for the Kotak Savings Fund - Growth?

The Kotak Savings Fund - Growth has a minimum investment requirement of INR 100.

Is there a systematic investment plan (SIP) available for the Kotak Savings Fund - Growth?

Yes, SIP is open for Kotak Savings Fund - Growth with a minimum monthly investment of INR 100.

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