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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹119.0770
-0.80%
(9 Apr)
AUM
5,412 Cr
TER
0.71%
Risk
Very High Risk
Rating
Insights
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
+6.7%
+1.9%
+0.9%
-1.2%
-1.2%
-1.4%
3Y
+19.1%
+20.7%
+19.1%
+11.7%
+12.6%
+17.5%
5Y
+28.1%
+29.0%
+25.8%
+22.7%
+24.6%
+23.8%
ALL
+14.9%
+16.0%
+16.7%
+14.0%
+15.5%
+16.6%
VOL
16.5%
15.5%
17.6%
-
15.7%
18.4%
TER
1.1%
1.1%
0.7%
-
0.7%
0.6%
AUM
₹14,671 Cr
₹25,724 Cr
₹3,817 Cr
-
₹5,412 Cr
₹378 Cr
INFO
0.91
1.03
0.95
-
0.99
0.91
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
9.6%
Infosys Ltd
5.6%
ICICI Securities Ltd
4.2%
Tech Mahindra Ltd
3.7%
State Bank of India
3.4%
Axis Bank Ltd
3.3%
Larsen & Toubro Ltd
3.2%
NTPC Ltd
2.9%
Bharti Airtel Ltd
2.5%
Sun Pharmaceuticals Industries Ltd
2.2%
Top industry exposure
Financial Services
28.7%
Technology
14.3%
Industrials
11.2%
Basic Materials
9.5%
Consumer Cyclical
9.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
29%
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