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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹132.5800
-1.45%
(23 Jan)
AUM
6,452 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 below 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
+11.5%
+8.3%
+6.7%
+6.6%
+5.9%
-1.9%
3Y
+20.6%
+21.5%
+22.9%
+15.8%
+15.8%
+22.3%
5Y
+20.6%
NA
+20.3%
+17.1%
+15.4%
+19.2%
ALL
+15.0%
+19.8%
+16.1%
+15.6%
+12.3%
+16.8%
VOL
16.1%
12.7%
15.2%
15.4%
-
17.5%
TER
1.1%
0.7%
0.9%
0.6%
-
0.6%
AUM
₹17,163 Cr
₹448 Cr
₹32,609 Cr
₹6,452 Cr
-
₹4,341 Cr
INFO
0.93
1.56
1.05
1.01
-
0.96
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 Dec
Top holdings
HDFC Bank Ltd
9.2%
State Bank of India
4.8%
ICICI Bank Ltd
4.8%
Bharti Airtel Ltd
3.9%
Infosys Ltd
3.5%
Axis Bank Ltd
3.3%
Tech Mahindra Ltd
3.3%
Hindustan Petroleum Corp Ltd
2.9%
Hero MotoCorp Ltd
2.7%
Britannia Industries Ltd
2.7%
Top industry exposure
Financial Services
31.7%
Consumer Cyclical
12.5%
Industrials
10.1%
Basic Materials
9.8%
Technology
9.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
21%
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