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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹126.7410
-0.56%
(9 May)
AUM
5,863 Cr
TER
0.65%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+14.2%
+9.2%
+7.7%
+7.1%
+5.3%
+2.6%
3Y
+24.3%
+26.2%
+25.9%
+17.7%
+18.7%
+22.3%
5Y
+29.3%
+29.9%
+28.1%
+24.1%
+25.7%
+24.8%
ALL
+15.4%
+16.4%
+17.4%
+14.3%
+16.0%
+17.4%
VOL
16.5%
15.5%
17.7%
-
15.7%
18.4%
TER
1.1%
0.9%
0.7%
-
0.7%
0.6%
AUM
₹15,556 Cr
₹28,506 Cr
₹3,897 Cr
-
₹5,863 Cr
₹378 Cr
INFO
0.93
1.06
0.98
-
1.02
0.94
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 31st Mar
Top holdings
HDFC Bank Ltd
9.4%
ICICI Bank Ltd
6.0%
Infosys Ltd
4.8%
State Bank of India
3.6%
Axis Bank Ltd
3.3%
Larsen & Toubro Ltd
3.3%
Tech Mahindra Ltd
3.3%
Bharti Airtel Ltd
3.1%
NTPC Ltd
3.0%
Triparty Repo
2.8%
Top industry exposure
Financial Services
28.9%
Technology
12.3%
Industrials
11.4%
Basic Materials
9.9%
Consumer Cyclical
8.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
30%
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