Advertisement

Kotak Savings Fund Daily Reinvestment of Income Dis cum Cap wdrl INF174K01FE4

Morningstar’s Analysis

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 YTD
Manager Change : Full Partial
Total Return %
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
Investment
6.02 8.33 7.26 7.07 5.83 5.86 4.76 5.17 4.97 5.40 2.35
Category
7.43 8.23 7.52 7.53 6.68 7.01 5.15 4.77 5.02 3.96 N/A
Index
8.17 8.52 9.03 9.21 8.23 7.50 6.66 7.58 6.86 4.61 N/A
Quartile Rank
Quartile Rank is fourth Quartile Rank is third Quartile Rank is third Quartile Rank is third Quartile Rank is fourth Quartile Rank is fourth Quartile Rank is third Quartile Rank is third Quartile Rank is third Quartile Rank is second Quartile Rank is third
Percentile Rank
84 55 55 57 76 81 70 68 67 31 69
# of Invest. in Cat.
575 540 533 866 807 727 999 283 324 377
Category Name
IN007 India Fund Ultra Short Duration
IN007 India Fund Ultra Short Duration
IN007 India Fund Ultra Short Duration
IN007 India Fund Ultra Short Duration
IN007 India Fund Ultra Short Duration
IN007 India Fund Ultra Short Duration
IN007 India Fund Ultra Short Duration
IN007 India Fund Ultra Short Duration


Asset Allocation

Asset Class Investment Category Index
Equity 0.00 0.00 0.00
Fixed Income 36.22 38.09 52.43
Preferred 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Cash 63.50 62.22 47.57
Other 0.28 0.23 0.00

Stock Style

People

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings



© Copyright 2025 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2025 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top