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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹135.3780
+0.51%
(22 Jul)
AUM
6,101 Cr
TER
0.58%
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
+55.7%
+54.6%
+53.5%
+47.0%
+39.7%
+37.1%
3Y
+27.2%
+28.3%
+25.5%
+27.4%
+22.6%
+19.5%
5Y
+36.3%
+25.9%
+25.1%
+22.1%
+23.4%
+20.9%
ALL
+23.8%
+18.0%
+19.4%
+16.5%
+17.8%
+17.0%
VOL
17.2%
15.7%
17.0%
16.7%
15.7%
-
TER
0.8%
0.9%
0.7%
1.1%
0.6%
-
AUM
₹10,528 Cr
₹25,738 Cr
₹3,710 Cr
₹15,674 Cr
₹6,101 Cr
-
INFO
1.38
1.15
1.14
0.99
1.13
-
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
7.2%
Reliance Industries Ltd
4.6%
ICICI Bank Ltd
4.1%
State Bank of India
3.8%
Axis Bank Ltd
3.7%
Larsen & Toubro Ltd
3.4%
NTPC Ltd
3.1%
Infosys Ltd
3.1%
Bosch Ltd
2.9%
Linde India Ltd
2.7%
Top industry exposure
Financial Services
24.2%
Industrials
18.7%
Basic Materials
14.3%
Consumer Cyclical
10.2%
Energy
8.7%
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