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Kotak Savings Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Kotak Savings Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹14,939 Cr

Lock In Period

N/A

Expense Ratio

0.83

Exit Load

Nil

Benchmark

NIFTY Ultra Short Duration Debt Index A-I

Kotak Savings Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.41-0.03265.31
6M3.161.83195.09
1Y5.984.29195.09
3Y6.7610.5231.95

Portfolio Analysis

  • Equity:
  • Debt: 99.69%
  • Others
As on: 2026-07-15
View allocation % by

About Fund Kotak Savings Fund - Growth

Kotak Savings Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹14,939 Crore. The fund benchmarks its performance against the NIFTY Ultra Short Duration Debt Index A-I while maintaining an expense ratio of 0.83. 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.

Fund Managers

Deepak Agrawal

Mr. Deepak is a Post Graduate in Commerce, Chartered Account, Company Secretary and currently pursuing CFA. His career has started from Kotak AMC when he joined the organization in December 2002 where he was initially in Research, Dealing and then moved into Fund Management from November 2006.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
UTI Ultra Short Duration Fund Growth23,411 CR0.94
Kotak Savings Fund - Growth314,939 CR0.83
Franklin India Ultra Short Bond Fund - Institutional Plan Growth0296 CR
Franklin India Ultra Short Bond Fund - Super Institutional Growth0296 CR
Fund Name1Y3Y
This FundUTI Ultra Short Duration Fund Growth5.892221.4602
This FundKotak Savings Fund - Growth5.976521.6736
This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth13.688828.4789
This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth13.688628.6768

Kotak Savings Fund - Growth 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 0.83. 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 : 0.41%
  • 6 Months : 3.16%
  • 1 Year : 5.98%
  • 3 Years : 6.76%
Returns of Kotak Savings Fund - Growth are updated daily based on NAV of ₹ 45.7382 as on Aug 03,2026. Since inception, the return has been 21.67%.

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 ₹14,939 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.