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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹133.0460
-0.20%
(30 May)
AUM
6,077 Cr
TER
0.65%
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
+18.6%
+13.4%
+11.3%
+9.1%
+8.4%
+4.9%
3Y
+30.3%
+24.9%
+28.0%
+19.2%
+25.9%
+20.1%
5Y
+30.7%
+29.1%
+30.5%
+24.7%
+26.1%
+26.2%
ALL
+18.8%
+15.6%
+16.9%
+14.4%
+19.3%
+16.4%
VOL
17.7%
16.5%
15.5%
-
18.5%
15.7%
TER
0.7%
1.1%
0.9%
-
0.6%
0.7%
AUM
₹3,897 Cr
₹16,232 Cr
₹28,506 Cr
-
₹385 Cr
₹6,077 Cr
INFO
1.06
0.95
1.09
-
1.05
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 Mar
Top holdings
HDFC Bank Ltd
9.4%
ICICI Bank Ltd
6.0%
Infosys Ltd
4.8%
State Bank of India
3.6%
Axis Bank Ltd
3.3%
Larsen & Toubro Ltd
3.3%
Tech Mahindra Ltd
3.3%
Bharti Airtel Ltd
3.1%
NTPC Ltd
3.0%
Triparty Repo
2.8%
Top industry exposure
Financial Services
28.9%
Technology
12.3%
Industrials
11.4%
Basic Materials
9.9%
Consumer Cyclical
8.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
30%
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