Kotak Savings Fund - Regular - Weekly Dividend+0.02%

8.10%
1 Year Return
Debt
Ultra Short Duration
3.0 star
1Y
3Y
5Y

Fund Details

Kotak Savings Fund - Regular - Weekly Dividend

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio0.68%
NAV10.2 (14 Jun 2019)
Fund Started13 Aug 2004
Fund Size13,037 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Savings Fund - Regular - Weekly Dividend
8.1%
7.5%
7.9%
7.8%
Category Average
5.7%
6.4%
7.2%
-
Rank within category
7
6
6
-
*All returns are annualized.
SIP
Lumpsum
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 8.1% 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. 1Y Returns are higher than the benchmark
    6. 3Y Returns are higher than the benchmark
    7. Exit load is zero
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Nabha Power Ltd.EngineeringDebenture4.3%
    FinancialCD3.8%
    FinancialCD3.8%
    Small Industries Devp. Bank of India Ltd.FinancialCP3.8%
    Oriental Bank of CommerceFinancialCD3.1%
    FinancialCD3.0%
    L&T Finance Ltd.FinancialCP2.9%
    Chennai Petroleum Corpn. Ltd.EnergyCP2.8%
    IDFC First Bank Ltd.FinancialCD2.7%
    National Bank For Agriculture & Rural DevelopmentFinancialCP2.7%
    See All

    Fund Managers

    addDeepak Agrawal
    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.
    Funds Managed

    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.

    Address
    27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
    Phone
    022 - 66384444
    Launch Date
    22 Jun 1998
    Kotak Mahindra Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    NAV (14 Jun 2019)   10.20
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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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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