Kotak Savings Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7 | 5.2 | 5.55 | 6.51 |
Average Rolling Returns(%) | 7.32 | 7.33 | 7.71 | 7.93 |
The Current NAV of Kotak Savings Fund - Growth is ₹39.48.
It is better to invest in a fund with a longer track record as Kotak Savings Fund - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY Ultra Short Duration Debt Index returns, as Funds portfolio is significantly different.
Kotak Savings Fund - Growth fund’s expense ratio is 0.81%
The process for redemption is
The AUM of Kotak Savings Fund - Growth is currently ₹12,372 Crores.
The Top three stocks are , and and account for 0% of its portfolio. Top 5 and 10 stocks of fund account for 0% and 0% of fund’s portfolio respectively.
Top three sectors of Kotak Savings Fund - Growth fund are Others, Miscellaneous and accounting for 104% of the total portfolio.
Since this is a Debt - Ultra Short Duration Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak Savings Fund - Growth Fund is Debt - Ultra Short Duration Fund.
Deepak Agrawal and Manu Sharma manage the Kotak Savings Fund - Growth Fund.
Kotak Savings Fund - Growth current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Kotak Savings Fund - Growth is Stocks : 0%, Debt : 100.01% and Gold : 0.25%
The minimum SIP amount for Kotak Savings Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Savings Fund - Growth is Nil