Kotak Money Market Fund - (Growth) is a debt scheme managed by Kotak Mahindra Mutual Fund. Three-year compounded annual return is 7.10%, placing it in the 77th percentile of Debt peers. It has ranked in the top half of its category for 10 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 0.37% on assets of ₹33,700Cr. The fund is currently managed by Mr. Manu Sharma, appointed within the last year.
Lower is better.
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
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| Star |
|---|
| Axis Money Market Fund - Direct Plan - Growth Option | Axis Mutual Fund | ₹20,126 Cr | 0.17% | +7.31% | +6.49% | 5★ |
| UTI MMF - Direct Plan - Growth Option | UTI Mutual Fund | ₹19,328 Cr | 0.15% | +7.25% | +6.45% | 5★ |
| SBI SAVINGS FUND - DIRECT PLAN - GROWTH | SBI Mutual Fund | ₹36,291 Cr | 0.26% | +7.18% | +6.38% | 5★ |
| Edelweiss Money Market Fund - Direct Plan - IDCW Option | Edelweiss Mutual Fund | ₹2,251 Cr | 0.07% | +7.17% | +6.19% | 4★ |
| UTI MMF - Regular Plan - Growth Option | UTI Mutual Fund | ₹19,328 Cr | 0.25% | +7.16% | +6.36% | 4★ |
| Edelweiss Money Market Fund - Direct Plan - Growth Option | Edelweiss Mutual Fund | ₹2,251 Cr | 0.07% | +7.16% | +6.19% | 5★ |
| Axis Money Market Fund - Regular Plan - Growth Option | Axis Mutual Fund | ₹20,126 Cr | 0.34% | +7.14% | +6.32% | 4★ |
| Tata Money Market Fund-Regular Plan - Growth Option | Tata Mutual Fund | ₹37,476 Cr | 0.43% | +7.13% | +6.32% | 4★ |
| Nippon India Money Market Fund-Growth Plan-Growth Option | Nippon India Mutual Fund | ₹21,421 Cr | 0.39% | +7.12% | +6.35% | 3★ |
| Aditya Birla Sun Life Money Manager Fund - Retail Growth | Aditya Birla Sun Life Mutual Fund | ₹30,074 Cr | 0.37% | +7.12% | +6.34% | 3★ |