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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹132.5090
-1.25%
(12 Nov)
AUM
6,501 Cr
TER
0.61%
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
+56.0%
+48.1%
+40.8%
+36.2%
+35.1%
+33.6%
3Y
+24.3%
+23.6%
+21.8%
+20.0%
+17.8%
+15.5%
5Y
+24.7%
+25.5%
+22.0%
+33.8%
+22.0%
+19.9%
ALL
+19.9%
+17.7%
+16.1%
+22.4%
+17.3%
+15.9%
VOL
17.1%
15.6%
16.6%
17.1%
15.7%
-
TER
0.7%
0.9%
1.1%
0.7%
0.6%
-
AUM
₹4,074 Cr
₹28,733 Cr
₹16,761 Cr
₹11,561 Cr
₹6,501 Cr
-
INFO
1.16
1.13
0.97
1.31
1.10
-
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
7.8%
Reliance Industries Ltd
4.3%
Infosys Ltd
3.9%
State Bank of India
3.5%
Axis Bank Ltd
3.4%
ICICI Securities Ltd
3.3%
NTPC Ltd
3.3%
Larsen & Toubro Ltd
3.2%
Tech Mahindra Ltd
3.1%
Bosch Ltd
2.7%
Top industry exposure
Financial Services
23.5%
Industrials
15.2%
Basic Materials
12.8%
Energy
9.1%
Consumer Cyclical
8.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
40%
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