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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹127.9720
-0.50%
(17 Jan)
AUM
6,219 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
+34.4%
+23.2%
+18.4%
+17.1%
+14.9%
+13.8%
3Y
+23.1%
+21.8%
+14.5%
+19.8%
+13.2%
+18.3%
5Y
+22.9%
+23.7%
+19.3%
+20.5%
+18.0%
+18.0%
ALL
+19.2%
+17.0%
+16.5%
+15.5%
+14.9%
+19.1%
VOL
17.2%
15.5%
15.7%
16.5%
-
18.1%
TER
0.6%
0.9%
0.6%
1.1%
-
0.6%
AUM
₹4,415 Cr
₹27,791 Cr
₹6,219 Cr
₹15,729 Cr
-
₹397 Cr
INFO
1.12
1.09
1.05
0.94
-
1.06
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 30th Nov
Top holdings
HDFC Bank Ltd
8.6%
Infosys Ltd
5.4%
ICICI Securities Ltd
4.0%
Tech Mahindra Ltd
3.7%
State Bank of India
3.6%
Larsen & Toubro Ltd
3.3%
Axis Bank Ltd
3.3%
NTPC Ltd
2.9%
Bosch Ltd
2.9%
Hindustan Petroleum Corp Ltd
2.3%
Top industry exposure
Financial Services
25.5%
Industrials
14.5%
Technology
12.7%
Basic Materials
11.2%
Consumer Cyclical
8.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
36%
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