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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹128.7900
-0.40%
(30 Apr)
AUM
5,863 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
+14.1%
+7.8%
+6.8%
+4.9%
+4.0%
+1.4%
3Y
+23.6%
+25.1%
+24.2%
+16.0%
+17.4%
+21.3%
5Y
+28.1%
+29.2%
+27.1%
+23.0%
+24.8%
+23.8%
ALL
+15.6%
+16.6%
+17.6%
+14.6%
+16.2%
+17.8%
VOL
16.5%
15.5%
17.7%
-
15.7%
18.4%
TER
1.1%
0.9%
0.7%
-
0.7%
0.6%
AUM
₹15,556 Cr
₹27,730 Cr
₹3,817 Cr
-
₹5,863 Cr
₹378 Cr
INFO
0.95
1.07
1.00
-
1.03
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 31st Mar
Top holdings
HDFC Bank Ltd
9.4%
ICICI Bank Ltd
6.0%
Infosys Ltd
4.8%
State Bank of India
3.6%
Axis Bank Ltd
3.3%
Larsen & Toubro Ltd
3.3%
Tech Mahindra Ltd
3.3%
Bharti Airtel Ltd
3.1%
NTPC Ltd
3.0%
Triparty Repo
2.8%
Top industry exposure
Financial Services
28.9%
Technology
12.3%
Industrials
11.4%
Basic Materials
9.9%
Consumer Cyclical
8.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
30%
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