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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹138.0080
+0.44%
(4 Jul)
AUM
6,266 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
+9.2%
+7.7%
+4.0%
+3.0%
+2.8%
+1.1%
3Y
+32.9%
+27.2%
+30.2%
+22.2%
+28.3%
+23.0%
5Y
+28.8%
+27.5%
+28.6%
+23.1%
+24.4%
+24.6%
ALL
+18.8%
+15.8%
+17.0%
+14.4%
+19.6%
+16.6%
VOL
17.7%
16.4%
15.5%
-
18.4%
15.7%
TER
0.6%
1.1%
0.9%
-
0.6%
0.6%
AUM
₹4,360 Cr
₹16,454 Cr
₹29,667 Cr
-
₹419 Cr
₹6,266 Cr
INFO
1.06
0.96
1.10
-
1.06
1.06
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 May
Top holdings
HDFC Bank Ltd
9.3%
ICICI Bank Ltd
6.0%
Infosys Ltd
4.0%
Bharti Airtel Ltd
3.7%
State Bank of India
3.5%
Tech Mahindra Ltd
3.4%
Axis Bank Ltd
3.3%
Larsen & Toubro Ltd
2.9%
NTPC Ltd
2.7%
Hindustan Petroleum Corp Ltd
2.5%
Top industry exposure
Financial Services
29.2%
Industrials
12.6%
Technology
10.8%
Basic Materials
10.5%
Consumer Cyclical
9.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
32%
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