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Kotak Savings Fund - Growth

  • Regular
  • Direct
Category : Ultra Short Duration Fund
  • Latest (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
  • (Updated on 31st Mar 2020)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the Ultra Short Duration Fund. Existing investors can continue their SIPs/investments in this fund. Other investors can also start a fresh investments in this fund.

Returns (NAV as on 18th June, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 11-Jun-21 10001.50 0.01% - 0.03% 28/30
1 Month 18-May-21 10024.50 0.25% - 0.30% 19/30
3 Month 18-Mar-21 10091.10 0.91% - 0.95% 14/29
6 Month 18-Dec-20 10155.40 1.55% - 1.69% 19/29
YTD 01-Jan-21 10140.90 1.41% - 1.56% 19/29
1 Year 18-Jun-20 10385.80 3.86% 3.86% 3.88% 10/28
2 Year 18-Jun-19 11150.00 11.50% 5.59% 5.47% 8/24
3 Year 18-Jun-18 12056.20 20.56% 6.43% 5.64% 6/19
5 Year 17-Jun-16 13837.20 38.37% 6.70% 6.17% 7/18
10 Year 17-Jun-11 21379.60 113.80% 7.89% 7.69% 6/17
Since Inception 13-Aug-04 33960.70 239.61% 7.52% 6.23% 8/31

SIP Returns (NAV as on 18th June, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 18-Jun-20 12000 12222.69 1.86 % 3.45 %
2 Year 18-Jun-19 24000 25178.85 4.91 % 4.68 %
3 Year 18-Jun-18 36000 39153.55 8.76 % 5.52 %
5 Year 17-Jun-16 60000 70140.85 16.9 % 6.18 %
10 Year 17-Jun-11 120000 174002.66 45 % 7.22 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.00% 0.22% 0.88% 1.53% 1.44% 3.81% 5.59% 6.41% 6.70%
Nifty 50 0.00% 3.35% 6.37% 17.67% 12.17% 53.27% 15.71% 13.47% 13.81%
Benchmark: CRISIL 10 Year Gilt Index 0.00% 0.15% 2.83% 2.24% 1.61% 4.11% 7.66% 9.42% 7.39%
Category Average 0.00% 0.27% 0.93% 1.67% 1.56% 3.84% 5.47% 5.63% 6.17%
Category Rank 0/0 19/30 14/29 19/29 19/29 10/28 8/24 6/19 7/18
Best in Category 0.00% 1.35% 2.31% 3.28% 3.10% 7.68% 9.93% 8.44% 7.96%
Worst in Category 0.00% 0.12% 0.51% 0.85% 0.78% 2.05% 3.57% 0.02% 2.32%

Best Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q1 - 2014 2.34% 6.39% -- 2.2%
Q2 - 2014 2.30% 13.25% -- 2.39%
Q4 - 2014 2.26% 4.24% -- 2.44%

Worst Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q1 - 2021 0.72% 4.80% -0.58% 0.81%
Q2 - 2021 0.72% 5.91% 2.27% 0.46%
Q4 - 2020 0.61% 22.46% 1.94% 0.6%

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