+91 73377 40002

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Asset Size:11279Cr
Expense Ratio:0.78%
Fund Manager(s):Deepak Agrawal,
5year Returns:7.71%

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Kotak Savings Fund Growth

Kotak       

Liquid Plus
Ultra Short Duration

Nav : 31.7645 ( 0.02%) January 24th, 2020

People currently viewing this : 1

Rank (of 245)

22

Annualized Returns(5 yrs)

7.71%

Investment Horizon

<1 Yr

Doubled Money

9yrs 4m

Returns since August 13th, 2004

7.77%

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

37.1L

Projected Maturity Amount

94.3L

Kotak     

Liquid Plus
Ultra Short Duration

Nav : 31.7645 ( 0.02%) January 24th, 2020

People currently viewing this : 1

Upwardly's Take :

This fund's return does not fluctuate too much. Invest in this fund if your investment horizon is less than one year and if you want better returns than Liquid Funds. Look for funds with no exit load.

This is a great substitute for FD. Park your money here and get substantially higher returns than savings bank account.

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

37.1L

Projected Maturity Amount

94.3L

Rank (of 245)

22

Annualized Returns(5 yrs)

7.71%

Investment Horizon

<1 Yr

Doubled Money

9yrs 4m

Returns since August 13th, 2004

7.77%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
Kotak
Launch Date
August 13th, 2004
Expense Ratio
0.78%
Fund Category Risk
Low
Std Dev (1Yr)
0.576
Std Dev (3Yr)
0.485
Std Dev (5Yr)
0.502
Asset Size
11279Cr
Investment Details
Investment Plan
Growth
Return since Launch
7.77 %
Exit Load
No Exit Load
YTM
6.24 %
Modified Duration
0.47
Contact Details
Fund Manager(s)
Phone No.
+91 22 66384444