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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹16,138 Cr
Lock In Period
N/A
Expense Ratio
0.82
Benchmark
NIFTY Ultra Short Duration Debt Index A-I
Exit Load
Nil
Summary
Latest details for Kotak Savings Fund - Growth include a ₹44.3138 NAV as of Feb 02,2026 and returns since inception of 22.15%. Minimum investments start at SIP ₹100. The Kotak Savings Fund - Growth AUM is ₹16,138 Cr, with a lock-in of N/A years, expense ratio of 0.82%, and benchmark NIFTY Ultra Short Duration Debt Index A-I. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
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Portfolio Analysis
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- Debt:
- Others
As on: 2026-01-15
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About Fund
Kotak Savings Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹16,138 Crore. The fund benchmarks its performance against the NIFTY Ultra Short Duration Debt Index A-I while maintaining an expense ratio of 0.82. Under the expert guidance of Deepak Agrawal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
FAQs
Kotak Savings Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak Savings Fund - Growth is 0.82. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Savings Fund - Growth’s fund performance is as follows:
- 1 Month : %
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You can invest in Kotak Savings Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak Savings Fund - Growth is ₹16,138 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Savings Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500