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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹137.6980
+0.37%
(20 Feb)
AUM
6,301 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
+14.1%
+13.8%
+12.1%
+12.0%
+11.7%
+11.1%
3Y
+21.9%
+17.2%
+24.5%
+22.1%
+23.0%
+16.8%
5Y
+20.2%
+16.3%
+20.1%
NA
+18.4%
+14.5%
ALL
+15.1%
+15.7%
+16.2%
+19.4%
+16.9%
+12.4%
VOL
16.1%
15.4%
15.2%
12.8%
17.6%
-
TER
1.1%
0.6%
0.9%
0.7%
0.7%
-
AUM
₹16,749 Cr
₹6,301 Cr
₹31,862 Cr
₹438 Cr
₹4,188 Cr
-
INFO
0.94
1.02
1.06
1.52
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 Jan
Top holdings
HDFC Bank Ltd
8.8%
State Bank of India
5.4%
ICICI Bank Ltd
4.9%
Tech Mahindra Ltd
3.7%
Bharti Airtel Ltd
3.7%
Infosys Ltd
3.6%
Britannia Industries Ltd
2.7%
NTPC Ltd
2.6%
Hero MotoCorp Ltd
2.6%
Eternal Ltd
2.6%
Top industry exposure
Financial Services
32.6%
Consumer Cyclical
12.2%
Technology
10.1%
Industrials
9.7%
Basic Materials
9.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
24%
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