Kotak Savings Fund

CAGR

inception 7.42%

CAGR

Since inception

7.42%

Overview

Lumpsum

SIP

If you had invested ₹

and stayed invested till

it would have become ₹ 2381 i.e. CAGR of 7.43%

Scheme Inception date is 13/08/2004. Mr. Deepak Agrawal has been managing the fund since 01/04/2008 & Mr. Manu Sharma has been managing the fund since 01/11/2022. Different plans have different expense structure. The performance details provided herein are of direct plan. "Past performance may or ma...

About Kotak Savings Fund

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.

Sector

% of net asset

A1+, A1+(IND), AAA, AAA(CE), AAA(SO), SOV

84.39 %

AA+, AA, AA-

9.78 %

TREP & Term Deposits & Rev.Repo

4.79 %

Net Current Assets

0.74 %

Finance

0.3 %

Performance

Historical Returns (as per SEBI format) as on

Tenors	CAGR					Current Value of ₹ 10,000 invested
Tenors	Since Inception	5Y	3Y	1Y	6 M	Since Inception	5Y	3Y	1Y	6 M
Kotak Savings Fund - Direct (G)	7.43%	5.97%	6.76%	7.72%	3.68%	23,808.87	13,365.68	12,169.33	10,772.34