Kotak Savings Fund Direct growth

Fixed Income • Ultra Short Duration • Direct growth

Credit Rating
Average credit rating
AAA (Highest)

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Fixed Income

Ultra Short Duration

Direct growth

Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 29 Sep 2025
₹45.64
+0.0147% (0.10)
AUM
₹15,539 Cr
Expense ratio
0.37%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units sold anytime

As per tax slab

Exit Load

If units sold anytime

0%

Distribution

Asset split
Cash54.37%
Debt45.63%

What's in this fund?

Credit Rating
Sectors
Holdings

55.14%

26.34%

17.16%

1.36%

Fund House

Kotak Mahindra

Kotak Mahindra

Inc: 29 Dec 1998 • Total AUM: ₹4,68,354 Cr • Rank #4
Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.

Fund Managers

Deepak Agrawal

Experience: 18.92 yrs • Total AUM: 14,59,845 Cr

Manu Sharma

Experience: 2.90 yrs • Total AUM: 6,80,126 Cr

Risk

Category risk
Low to moderate
As provided by the fund house document, this risk is specific to this fund category (Fixed Income). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.