Kotak Savings Fund Regular-Growth
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Debt, Ultra Short Duration, Principal at low to moderate risk
1 Year Return 6.81% at 22 Dec 2025 06:33 PM
Fund Details
NAV 44.0641
Sub-Type Ultra Short Duration
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 21.36
Fund Size(in Crores) 16007.83
Fund Performance
1 Month 0.38%
3 Month 1.42%
6 Month 2.85%
1 Year 6.81%
3 Year 6.94%
5 Year 5.66%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Debenture 0.86 Alternative Investment Fund 0.15 GOI Securities 62.69 Debt Credit Ratings SOV 62.69 Cash & Call Money 33.73 A1+ 2.57 AAA 0.86 Others 0.15 Debt Category Small Industries 0.86 Others 33.88 National Bank Agr. Rur. Devp 1.71 GOI 62.69
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.82%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Deepak Agrawal
Education Mr. Agrawal is Post Graduate in Commerce from Mumbai University, Chartered Accountant, Company Secretary and CFA.
Experience He has been associated with Kotak AMC since 2002.
Manu Sharma
Education Mr. Sharma has done M.Com and CA.
Experience He has over 17 years of experience in fields of Fixed Income Fund Management, Operations, Finance Audit and Taxation.
Palha Khanna
Education Ms. Khanna has done B.Com and MBA, Finance
Experience Prior to joining Kotak Mutual Fund, she has worked with HDFC Asset Management Company Ltd
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at low to moderate risk
AMC and Fund details
Rank (total sets) 12
Date of Incorporation 2004-08-13
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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