Kotak Mahindra Asset Management Company Limited

Kotak Savings Fund -Growth

Fixed IncomeUltra Short Duration Fund
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return4.6%
  • 3 yr return4.4%
  • 5 yr return5.7%
  • Expense Ratio0.81%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees12060.4
  • NAVRupees36.2

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Generate Returns Through Investments In Debt And Mmi With A View To Reduce The Interest Rate Risk. However, There Is No Assurance Or Guarantee That The Investment Objective Of The Scheme Will Be Achieved.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • AXIS Bank Ltd.** 8
  • Indian Bank** 6.9
  • HDFC Bank Ltd.** 4.3
  • 182 Days Treasury Bill 09/03/2023 4.1
  • 182 Days Treasury Bill 16/03/2023 4
  • 182 Days Treasury Bill 01/06/2023 4
  • Mahindra & Mahindra Financial Services Ltd. ( Milestone Trusteeship Services Pvt Ltd) ** 2.8
  • HDFC Ltd.** 2.7
  • Canara Bank** 2.4
  • Central Government - 2023 2
  • Shriram Finance Limited ( Catalyst Trusteeship Limite) (^)** 2
  • Sectors %
  • Banks44.5
  • Finance25.2
  • Govt-Sec19.3
  • Telecom2.4
  • Cash/Deposits/Margins/Treps/Repo/Swaps2.3

Fund House