Kotak ELSS Tax Saver Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹121.9030
+0.47%
(13 May)
AUM
5,608 Cr
TER
0.58%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+54.8%
+54.5%
+54.4%
+42.5%
+37.6%
+33.6%
3Y
+26.0%
+27.2%
+27.0%
+26.4%
+22.4%
+19.0%
5Y
+22.7%
+34.5%
+23.1%
+19.2%
+21.5%
+18.5%
ALL
+18.5%
+23.1%
+17.1%
+15.5%
+17.1%
+16.0%
VOL
16.9%
17.0%
15.6%
16.7%
15.6%
-
TER
0.7%
0.8%
1.0%
1.1%
0.6%
-
AUM
₹3,402 Cr
₹8,342 Cr
₹23,412 Cr
₹14,475 Cr
₹5,608 Cr
-
INFO
1.10
1.36
1.10
0.93
1.10
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak ELSS Tax Saver (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
Maruti Suzuki India Ltd
5.1%
HDFC Bank Ltd
4.7%
ICICI Bank Ltd
4.3%
State Bank of India
4.0%
Larsen & Toubro Ltd
3.8%
Axis Bank Ltd
3.7%
NTPC Ltd
3.2%
Linde India Ltd
2.9%
Bosch Ltd
2.7%
Reliance Industries Ltd
2.6%
Top industry exposure
Financial Services
23.1%
Industrials
19.3%
Consumer Cyclical
14.0%
Basic Materials
13.7%
Utilities
7.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
27%
Lock-in period
3Y
Exit load
No exit load
Fund objective
The investment objective of the scheme is to generate longterm capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time.
Fund manager(s)
Harsha Upadhyaya

FAQs