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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹139.7460
+0.02%
(7 Jan)
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
+8.3%
+8.0%
+6.4%
+5.3%
+4.8%
-6.0%
3Y
+22.8%
+24.9%
+23.5%
+17.4%
+17.6%
+24.7%
5Y
+17.7%
+21.9%
NA
+18.1%
+16.5%
+20.9%
ALL
+18.1%
+16.5%
+21.8%
+16.0%
+12.7%
+17.5%
VOL
17.9%
15.3%
12.7%
15.4%
-
17.5%
TER
0.3%
0.9%
0.7%
0.6%
-
0.6%
AUM
₹441 Cr
₹32,327 Cr
₹451 Cr
₹6,516 Cr
-
₹4,341 Cr
INFO
1.01
1.08
1.72
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
21%
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