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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹123.8790
+0.00%
(30 Apr)
AUM
5,295 Cr
TER
0.56%
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
+61.7%
+61.4%
+61.0%
+46.8%
+41.5%
+39.7%
3Y
+29.1%
+26.7%
+32.0%
+27.6%
+23.4%
+20.6%
5Y
+22.7%
+22.5%
+34.2%
+18.6%
+20.8%
+17.6%
ALL
+17.5%
+18.8%
+23.5%
+15.7%
+17.3%
+15.6%
VOL
15.6%
16.9%
17.0%
16.7%
15.6%
-
TER
1.0%
0.7%
0.8%
1.1%
0.6%
-
AUM
₹21,976 Cr
₹3,205 Cr
₹8,342 Cr
₹13,990 Cr
₹5,295 Cr
-
INFO
1.12
1.12
1.38
0.94
1.11
-
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 31st Mar
Top holdings
Maruti Suzuki India Ltd
5.4%
HDFC Bank Ltd
4.8%
ICICI Bank Ltd
4.3%
Larsen & Toubro Ltd
4.2%
State Bank of India
3.8%
Axis Bank Ltd
3.6%
NTPC Ltd
3.2%
Bosch Ltd
2.9%
Reliance Industries Ltd
2.8%
Triparty Repo
2.5%
Top industry exposure
Financial Services
23.1%
Industrials
19.0%
Consumer Cyclical
14.2%
Basic Materials
12.5%
Utilities
7.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
27%
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