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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹135.9910
+0.21%
(12 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
+3.2%
-1.6%
-2.5%
-2.5%
-2.5%
-3.3%
3Y
+21.8%
+23.8%
+16.5%
+16.2%
+25.7%
+21.8%
5Y
+25.9%
+26.1%
+22.8%
+21.0%
+27.5%
+21.9%
ALL
+15.6%
+16.6%
+16.1%
+13.2%
+18.3%
+18.5%
VOL
16.3%
15.4%
15.6%
-
17.6%
18.2%
TER
1.1%
0.9%
0.6%
-
0.7%
0.5%
AUM
₹16,525 Cr
₹29,937 Cr
₹6,201 Cr
-
₹4,223 Cr
₹409 Cr
INFO
0.95
1.08
1.04
-
1.04
1.02
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 Jul
Top holdings
HDFC Bank Ltd
9.5%
ICICI Bank Ltd
6.1%
Bharti Airtel Ltd
3.7%
Infosys Ltd
3.6%
State Bank of India
3.4%
Tech Mahindra Ltd
3.1%
Axis Bank Ltd
2.9%
NTPC Ltd
2.6%
Bosch Ltd
2.5%
Hindustan Petroleum Corp Ltd
2.5%
Top industry exposure
Financial Services
30.0%
Industrials
12.8%
Consumer Cyclical
10.3%
Basic Materials
10.2%
Technology
10.0%
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