Kotak Overnight Fund -Regular plan-Growth Option

Fund House: Kotak Mahindra Mutual Fund

Category: Debt: Overnight

Status: Open Ended Schemes

Launch Date: 05-01-2019

Minimum Investment: 1000.0

Asset Class: Fixed Income

Minimum Topup: 500.0

Benchmark: NIFTY 1D Rate Index

Total Assets: 5951.71 As on (31-12-2025)

Expense Ratio: 0.16% As on (31-12-2025)

Turn over: 81.00% | Exit Load: Nil

NAV as on 01-02-2026

1416.4894

0.4057

CAGR Since Inception

5.06%

NIFTY 1D Rate Index 6.32%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Overnight Fund -Regular plan-Growth Option 5.63 6.29 5.36 - 5.06
Nifty 1D Rate Index 5.7 6.41 5.49 5.49 6.32
Debt: Overnight 5.59 6.27 5.36 5.43 5.3

Funds Manager

FM 1 Mr. Deepak Agrawal FM2 Mr. Sunil Pandey

RETURNS CALCULATORS for Kotak Overnight Fund -Regular plan-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Kotak Overnight Fund -Regular plan-Growth Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Kotak Overnight Fund -Regular plan-Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Kotak Overnight Reg Gr 05-01-2019 5.63 6.11 6.29 5.36 0.0
Bank of India Overnight Reg Gr 05-01-2020 5.77 6.26 6.44 5.51 0.0
Franklin India Overnight Gr 05-05-2019 5.7 6.13 6.3 5.37 0.0
Axis Overnight Reg Gr 01-03-2019 5.7 6.19 6.37 5.43 0.0
Bajaj Finserv Overnight Fund Reg Gr 05-07-2023 5.7 6.16 0.0 0.0 0.0
UTI Overnight Fund Reg Gr 09-12-2003 5.65 6.14 6.33 5.4 5.54
Nippon India Overnight Reg Gr 03-12-2018 5.65 6.13 6.31 5.38 0.0
Mirae Asset Overnight Reg Gr 15-10-2019 5.64 6.12 6.31 5.39 0.0
Invesco India Overnight Reg Gr 01-01-2020 5.63 6.14 6.32 5.39 0.0
Baroda BNP Paribas Overnight Reg Gr 25-04-2019 5.63 6.12 6.3 5.39 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Kotak Overnight Fund -Regular plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Overnight Fund -Regular plan-Growth Option 0.43 - - - 5.69 1.53
Debt: Overnight - - - - - -