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

Kotak ELSS Tax Saver Growth Direct Plan

NAV
₹117.9770
-0.53%
(27 Feb)
AUM
5,893 Cr
TER
0.67%
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
+8.5%
+7.5%
+6.6%
+2.6%
+1.9%
+1.8%
3Y
+22.5%
+24.6%
+21.3%
+15.8%
+14.5%
+18.7%
5Y
+21.1%
+23.3%
+19.1%
+17.8%
+17.0%
+17.0%
ALL
+15.0%
+16.4%
+17.1%
+15.6%
+14.0%
+16.9%
VOL
16.5%
15.5%
17.4%
15.6%
-
18.2%
TER
1.1%
0.9%
0.7%
0.7%
-
0.5%
AUM
₹15,413 Cr
₹27,306 Cr
₹3,876 Cr
₹5,893 Cr
-
₹374 Cr
INFO
0.91
1.05
0.98
1.00
-
0.93
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
8.6%
Infosys Ltd
5.7%
ICICI Securities Ltd
4.0%
Tech Mahindra Ltd
3.8%
State Bank of India
3.5%
Larsen & Toubro Ltd
3.3%
Axis Bank Ltd
3.0%
NTPC Ltd
2.7%
Bosch Ltd
2.5%
Bharti Airtel Ltd
2.4%
Top industry exposure
Financial Services
26.4%
Technology
15.1%
Industrials
14.1%
Basic Materials
9.3%
Consumer Cyclical
8.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
31%
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