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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹135.0670
-1.31%
(25 Jul)
AUM
6,493 Cr
TER
0.63%
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
+10.2%
+6.1%
+1.8%
+1.6%
+1.2%
-0.4%
3Y
+29.8%
+24.5%
+27.1%
+25.1%
+19.0%
+19.7%
5Y
+27.9%
+26.0%
+27.0%
+23.4%
+21.8%
+23.2%
ALL
+18.7%
+15.6%
+16.8%
+18.9%
+13.8%
+16.3%
VOL
17.7%
16.4%
15.5%
18.3%
-
15.6%
TER
0.6%
1.1%
0.9%
0.6%
-
0.6%
AUM
₹4,506 Cr
₹16,908 Cr
₹30,616 Cr
₹435 Cr
-
₹6,493 Cr
INFO
1.06
0.95
1.08
1.03
-
1.04
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 Jun
Top holdings
HDFC Bank Ltd
9.2%
ICICI Bank Ltd
5.8%
Bharti Airtel Ltd
3.8%
Infosys Ltd
3.7%
Tech Mahindra Ltd
3.5%
State Bank of India
3.4%
Axis Bank Ltd
3.2%
Larsen & Toubro Ltd
2.8%
NTPC Ltd
2.6%
Hindustan Petroleum Corp Ltd
2.5%
Top industry exposure
Financial Services
30.2%
Industrials
13.2%
Technology
10.6%
Basic Materials
10.3%
Consumer Cyclical
9.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
29%
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