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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹124.4290
-3.38%
(19 Mar)
AUM
6,355 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 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
+8.2%
+5.2%
+4.9%
+2.8%
+1.7%
+1.5%
3Y
+23.2%
+15.6%
+18.7%
+14.2%
+21.2%
+20.0%
5Y
+18.3%
+13.6%
+13.3%
+14.0%
+18.3%
NA
ALL
+16.5%
+11.7%
+14.6%
+14.7%
+15.2%
+15.9%
VOL
17.6%
-
15.0%
15.5%
15.3%
13.0%
TER
0.7%
-
1.0%
0.6%
0.9%
0.6%
AUM
₹4,175 Cr
-
₹906 Cr
₹6,355 Cr
₹32,171 Cr
₹438 Cr
INFO
0.94
-
0.97
0.95
1.00
1.22
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
8.4%
State Bank of India
6.0%
ICICI Bank Ltd
5.0%
Bharti Airtel Ltd
3.6%
Tech Mahindra Ltd
2.9%
Infosys Ltd
2.8%
NTPC Ltd
2.8%
Hero MotoCorp Ltd
2.7%
Britannia Industries Ltd
2.7%
Larsen & Toubro Ltd
2.6%
Top industry exposure
Financial Services
32.9%
Consumer Cyclical
12.1%
Industrials
10.8%
Basic Materials
9.3%
Technology
8.2%
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