Kotak Savings Fund Regular Growth

Debt
Ultra Short Duration
Moderate Risk
4.63%
3Y annualised
+0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Sep 2023₹37.96
Min. SIP amountNot Supported
Rating3
Fund size₹13,487.47Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Ultra Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.7%4.6%5.8%7.2%
Category average6.5%4.6%5.4%NA
Rank with in category10118NA
Understand terms

Holdings (70)

NameSectorInstrumentAssets
Indian Bank
FinancialCD5.2%
Reserve Bank of India
FinancialT-Bills4.7%
FinancialT-Bills3.7%
State Bank of India
FinancialCD3.5%
GOI
SovereignGOI Sec2.9%
Union Bank of India
FinancialCD2.9%
FinancialDebenture2.6%
Small Industries Devp. Bank of India Ltd.
FinancialCP2.5%
HDFC Bank Ltd.
FinancialCD2.5%
Panatone Finvest Ltd
FinancialCP2.3%
See All

Expense ratio, exit load and tax

Expense ratio: 0.80%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Deepak Agrawal
Apr 2008 - Present
View details

Education
Mr. Agrawal is Post Graduate in Commerce from Mumbai University, Chartered Accountant, Company Secretary and CFA.
Experience
He has been associated with Kotak AMC since 2000.
Also manages these schemes

Palha Khanna
Jul 2023 - Present
View details

Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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