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Kotak Savings Fund Growth

Medium
Risk
Debt
Ultrashort Fund
+
5.06
%
5.06
%
3Y annualised
+
0.08
%
0.08
%
1 Day returns
Fund size
12560
NAV:
Feb 23, 2024
38.9552
Sector
Tech
Type
Debt
Launched
Aug 2004
Min Investment
100
Expense Ratio
1
Risk
Medium

Portfolio allocation

Top 10 Holdings
% Value
Punjab National Bank
3.7
%
India (Republic of)
2.98
%
Mahindra & Mahindra Financial Services Ltd
2.78
%
182 DTB 14032024
2.77
%
India (Republic of)
2.77
%
182 DTB 29022024
2.54
%
182 DTB 20062024
1.94
%
HDFC Bank Ltd.
1.85
%
Rural Electrification Corporation Limited
1.66
%
Axis Bank Ltd.
1.48
%

Expense ratio, exit load and tax

Expense Ratio:

1

%

Inclusive of GST

Exit load

No exit loads

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Fund house & investment objective

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Kotak Savings Fund Growth
More details

Investment objective

The investment objective of the Scheme is to generate returns through investments in debt and money market instruments 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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