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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹139.7190
+0.38%
(20 Nov)
AUM
6,449 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
+12.3%
+9.3%
+7.7%
+7.1%
+6.2%
+4.2%
3Y
+23.2%
+22.4%
+24.4%
+17.3%
+17.3%
+26.2%
5Y
NA
+20.4%
+24.8%
+19.2%
+20.5%
+24.8%
ALL
+23.3%
+18.5%
+16.6%
+13.4%
+16.1%
+18.1%
VOL
12.8%
18.0%
15.3%
-
15.5%
17.6%
TER
0.7%
0.3%
0.9%
-
0.6%
0.6%
AUM
₹438 Cr
₹446 Cr
₹31,783 Cr
-
₹6,449 Cr
₹4,515 Cr
INFO
1.82
1.03
1.08
-
1.04
1.03
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 Oct
Top holdings
HDFC Bank Ltd
9.2%
ICICI Bank Ltd
5.4%
State Bank of India
3.9%
Bharti Airtel Ltd
3.8%
Infosys Ltd
3.4%
Axis Bank Ltd
3.2%
Tech Mahindra Ltd
3.0%
Eternal Ltd
3.0%
Hindustan Petroleum Corp Ltd
2.8%
Hero MotoCorp Ltd
2.6%
Top industry exposure
Financial Services
30.5%
Consumer Cyclical
11.8%
Industrials
10.9%
Technology
9.9%
Basic Materials
9.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
19%
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