Kotak Savings Fund - Regular - Growth+0.0%

7.1%
1 Year Return
Debt
Ultra Short Duration
4.0 star
1Y
3Y
5Y

Fund Details

Kotak Savings Fund - Regular - Growth

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio0.63%
NAV29.2 (14-Dec-2018)
Fund Started13-Aug-2004
Fund Size6,669 Cr

Returns

Fund
1Y
3Y
5Y
Kotak Savings Fund - Regular - Growth
7.1%
7.4% p.a
8.1% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 7.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk-adjusted returns are higher compared to the caregory
    3. Risk-adjusted returns are higher compared to the caregory
    4. Risk is lower compared to the benchmark
    5. Exit load is zero
    Cons
    1. 1Y Returns are lower than the benchmark

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    IndusInd Bank Ltd.6.3%Financial ServicesCDA1+431.1
    8.12 Mangalore Refinery And Petrochemicals Ltd. Jun 10 2019 5.8%EnergyDebenturesAAA399.3
    7.9 Housing Development Finance Corporation Ltd. Mar 20 2019 3.6%Financial ServicesDebenturesAAA249.7
    Indiabulls Housing Finance Ltd. (365D)3.5%Financial ServicesCPA1+240.9
    Current Assets3.4%Current AssetsCurrent Assets--234.9
    HDFC Bank Ltd.3.2%Financial ServicesCDA1+220.7
    8.1 Reliance Jio Infocomm Ltd. May 31 2019 3.2%TelecomDebenturesAAA219.3
    Piramal Capital & Housing Finance Ltd. (359D)3.1%Financial ServicesCPA1+211.7
    9.3434 Mahindra & Mahindra Financial Services Ltd. 2.9%Financial ServicesDebenturesAAA200.6
    Shriram Transport Finance Co. Ltd.2.9%Financial ServicesFRBAA+200.0
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    About Kotak Mahindra Mutual Fund

    Kotak Mahindra Mutual Fund started their mutual fund on 23/06/1998 and its managing total assets of ₹1,10,832 Cr. Its ranked at 7 as per total assets at end of 30th Sep 2017.

    Kotak Group is India's first NBFC. It has about 80 branches that offer mutual fund services. It also has overseas branches in Abu Dhabi, Dubai, London, New York, Texas, California and Singapore.

    Kotak Group has a market capitalization of USD 26.98 Bn and around 46,000+ employees working under it. The asset management company offers various funds across different market capitalization for investors with varying risk appetite and ideal investment duration.

    The vision of Kotak mutual funds is to be an ethical market player in the Indian mutual fund industry and it strives to offer the best products to its investors. Kotak has a legacy of many years and therefore, its brand value helps its products to stand-out in the market. The AMC has garnered over 10 lakh customers, within the span of 12 years.

    Launch Date22 Jun 1998
    Address27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
    Assets1,10,832 Cr
    SponsorNA
    Phone022 - 66384444
    Emailfundaccops@kotakmutual.com
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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