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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹126.5260
+1.27%
(17 Apr)
AUM
5,863 Cr
TER
0.71%
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
+15.7%
+10.3%
+9.0%
+7.7%
+7.0%
+6.1%
3Y
+21.9%
+22.8%
+23.3%
+21.0%
+14.6%
+15.3%
5Y
+28.5%
+27.2%
+29.5%
+24.5%
+23.7%
+25.1%
ALL
+15.5%
+17.6%
+16.5%
+18.2%
+14.5%
+16.0%
VOL
16.5%
17.6%
15.5%
18.4%
-
15.7%
TER
1.1%
0.7%
0.9%
0.6%
-
0.7%
AUM
₹15,556 Cr
₹3,817 Cr
₹27,730 Cr
₹378 Cr
-
₹5,863 Cr
INFO
0.94
1.00
1.06
0.99
-
1.02
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 28th Feb
Top holdings
HDFC Bank Ltd
9.6%
Infosys Ltd
5.6%
ICICI Securities Ltd
4.2%
Tech Mahindra Ltd
3.7%
State Bank of India
3.4%
Axis Bank Ltd
3.3%
Larsen & Toubro Ltd
3.2%
NTPC Ltd
2.9%
Bharti Airtel Ltd
2.5%
Sun Pharmaceuticals Industries Ltd
2.2%
Top industry exposure
Financial Services
28.7%
Technology
14.3%
Industrials
11.2%
Basic Materials
9.5%
Consumer Cyclical
9.2%
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