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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹137.1660
-0.67%
(16 Dec)
AUM
6,516 Cr
TER
0.62%
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
+7.9%
+2.7%
+2.1%
-0.0%
-1.2%
-9.7%
3Y
+21.1%
+23.3%
+21.6%
+16.4%
+16.0%
+22.9%
5Y
+23.3%
+23.1%
NA
+17.5%
+18.9%
+22.1%
ALL
+15.4%
+16.5%
+22.1%
+13.0%
+15.9%
+17.5%
VOL
16.2%
15.3%
12.7%
-
15.5%
17.5%
TER
1.1%
0.9%
0.7%
-
0.6%
0.6%
AUM
₹17,241 Cr
₹32,327 Cr
₹451 Cr
-
₹6,516 Cr
₹4,444 Cr
INFO
0.95
1.08
1.73
-
1.03
1.00
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 Nov
Top holdings
HDFC Bank Ltd
9.3%
ICICI Bank Ltd
4.9%
State Bank of India
4.7%
Bharti Airtel Ltd
3.8%
Infosys Ltd
3.5%
Axis Bank Ltd
3.3%
Tech Mahindra Ltd
3.1%
Hero MotoCorp Ltd
2.8%
Eternal Ltd
2.8%
Hindustan Petroleum Corp Ltd
2.6%
Top industry exposure
Financial Services
30.5%
Consumer Cyclical
11.8%
Industrials
10.4%
Technology
9.9%
Basic Materials
9.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
19%
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