Kotak Savings Fund Direct Growth
Scheme code: INF174K01JP2
NAV value:
₹ 46.9481
NAV date: 18 March, 2026
TER: 0.36%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Ultra Short Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | 3.59 | 10.68 | 7.62 | 7.40 | 13.89 |
| 3 year | 4.87 | 9.63 | 7.46 | 7.17 | 6.88 |
| 5 year | 5.92 | 8.71 | 6.53 | 7.02 | 6.53 |
| 7 year | 6.39 | 8.53 | 6.64 | 7.06 | 6.92 |
| 10 year | 6.84 | 7.43 | 7.13 | 7.13 | 7.23 |
| 12 year | 7.22 | 7.47 | 7.38 | 7.36 | 7.82 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,40,555 - Absolute Returns: ₹40,555 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,95,904 - Absolute Returns: ₹3,95,904 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,91,353 - Absolute Returns: ₹10,91,353 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,05,43,881 - Absolute Returns: ₹21,43,881 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,67,46,982 - Absolute Returns: ₹47,46,982 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,19,21,179 - Absolute Returns: ₹75,21,179 - CAGR: %Drawdown Metrics
Max Drawdown
-0.87 %
Drawdown Duration
0 months
Recovery Time
0 months
Avg Drawdown
-0.01 %
Calmar Ratio by Duration
1
Y
8.5342
3
Y
8.2689
5
Y
8.096
7
Y
8.1421
10
Y
8.2228
12
Y
8.4881