Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.26%
1 Month+0.52%
3 Months+1.43%
6 Months+2.84%
1 Year+6.34%
3 Years (CAGR)+6.84%
5 Years (CAGR)+5.82%
10 Years (CAGR)+6.37%
Since Inception (Apr 2006)+7.32%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+5.98%
3 Year SIP+6.68%
5 Year SIP+6.43%
Since Inception (Apr 2006)+6.99%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryUltra Short Duration
Plan Typeregular
Optiongrowth
AUM₹16,105 Cr
Expense Ratio0.82%
Min SIP₹100
Min Lumpsum₹100
Launch Date03 Apr 2006
AMFI Code102591
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Kotak Savings Fund -Growth by Kotak Mahindra Mutual Fund is a Ultra Short Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Ultra Short Duration category.
About This Fund
Kotak Savings Fund -Growth is a Ultra Short Duration mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹16,105 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.82%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations