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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹123.0890
+0.09%
(2 Apr)
AUM
6,355 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
+1.5%
+0.5%
+0.1%
-1.2%
-3.1%
-3.6%
3Y
+21.0%
+17.0%
+13.4%
+13.2%
+18.2%
+19.7%
5Y
+17.0%
+12.6%
+13.2%
+11.9%
NA
+17.4%
ALL
+16.1%
+14.3%
+14.6%
+11.1%
+14.8%
+14.9%
VOL
17.7%
15.1%
15.5%
-
13.2%
15.3%
TER
0.7%
1.0%
0.6%
-
0.6%
0.9%
AUM
₹4,175 Cr
₹906 Cr
₹6,355 Cr
-
₹438 Cr
₹32,171 Cr
INFO
0.91
0.95
0.94
-
1.11
0.97
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 28th Feb
Top holdings
HDFC Bank Ltd
8.4%
State Bank of India
6.0%
ICICI Bank Ltd
5.0%
Bharti Airtel Ltd
3.6%
Tech Mahindra Ltd
2.9%
Infosys Ltd
2.8%
NTPC Ltd
2.8%
Hero MotoCorp Ltd
2.7%
Britannia Industries Ltd
2.7%
Larsen & Toubro Ltd
2.6%
Top industry exposure
Financial Services
32.9%
Consumer Cyclical
12.1%
Industrials
10.8%
Basic Materials
9.3%
Technology
8.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
23%
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