Kotak Savings Fund
Empty
1–3 yearsInvestment Horizon
Empty
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation0.3%
Sharpe Ratio0.09
Beta3.48
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
8.2% Govt Stock 2025Utilities5.03%
Triparty RepoUtilities4.09%
Bajaj Housing Finance LimitedUtilities4.06%
National Bank For Agriculture And Rural DevelopmentUtilities3.52%
Indian BankUtilities3.01%
Canara BankUtilities3.00%
Rec LimitedUtilities2.99%
Bharti Telecom LimitedUtilities2.75%
Small Industries Development Bank Of IndiaUtilities2.73%
Small Industries Development Bank Of IndiaUtilities2.39%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.81%
Regulatory & Tax Information
INF174K01FE4
ISINDailyDealing Frequency
CRISIL Liquid Debt TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)