Kotak Savings Fund Growth
Medium
Risk
Debt
Ultrashort Fund
+
5.12
%
5.12
%
3Y annualised
+
0.02
%
0.02
%
1D
1M
6M
1Y
3Y
All
Fund size
12814
NAV:
Mar 7, 2024
39.0604
Sector
Tech
Type
Debt
Launched
Aug 2004
Min Investment
100
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Punjab National Bank
3.64
%
Union Bank of India
3.62
%
182 DTB 22082024
3.4
%
India (Republic of)
2.93
%
Mahindra & Mahindra Financial Services Ltd
2.72
%
182 DTB 14032024
2.34
%
182 DTB 20062024
1.91
%
182 DTB 29082024
1.88
%
HDFC Bank Ltd.
1.82
%
IDFC First Bank Ltd.
1.81
%
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
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
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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