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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹137.8790
+0.30%
(18 Sep)
AUM
6,201 Cr
TER
0.62%
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
+4.7%
-0.7%
-0.7%
-1.4%
-1.8%
-2.5%
3Y
+23.2%
+25.3%
+27.4%
+17.5%
+17.8%
+23.1%
5Y
+26.0%
+25.9%
+27.9%
+20.9%
+22.3%
+21.6%
ALL
+15.7%
+16.7%
+18.6%
+13.1%
+16.3%
+18.9%
VOL
16.3%
15.4%
17.6%
-
15.6%
18.2%
TER
1.1%
0.9%
0.7%
-
0.6%
0.3%
AUM
₹16,525 Cr
₹29,937 Cr
₹4,223 Cr
-
₹6,201 Cr
₹409 Cr
INFO
0.96
1.08
1.05
-
1.04
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 31st Aug
Top holdings
HDFC Bank Ltd
9.2%
ICICI Bank Ltd
5.9%
Bharti Airtel Ltd
3.8%
Infosys Ltd
3.6%
State Bank of India
3.5%
Tech Mahindra Ltd
3.2%
Axis Bank Ltd
2.9%
NTPC Ltd
2.6%
Bosch Ltd
2.6%
Britannia Industries Ltd
2.3%
Top industry exposure
Financial Services
29.7%
Industrials
12.8%
Consumer Cyclical
10.8%
Technology
10.3%
Basic Materials
9.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
19%
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