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Kotak Mahindra Mutual Fund

Kotak Tax Saver Fund Direct - Growth

NAV
returns change indicator
61.6220
as on 19 Jan 2021, 10:15 PM
0.8370(1.38%)
Last Change
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lockThis fund has a lock-in period of 3 years.

Scheme Ratings

4
starstarstarstarstar
rated by Morningstar
4
starstarstarstarstar
rated by CRISIL
4
starstarstarstarstar
rated by Value Research

Start SIP in this Mutual Fund

Min SIP Amount
500
Suggested Date
20th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
128,319
star
132,987
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
32,987
Profit (absolute return)
32.99%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
20.12%
In the last 6 months
31.47%
In the last 1 year
16.03%
In the last 3 years
32.99%
In the last 5 years
114.32%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

Kotak Tax Saver Fund Direct - Growth
Kotak Tax Saver Fund Direct - Growth
as of 31 Dec 2020, 05:30 AM
1,527.07 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.83%
Expense Ratio
Plan
Growth
2.02%
Cash Holding
Benchmark
NIFTY 500 Total Return Index
Scheme Document
Benchmark
NIFTY 500 Total Return Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Dec 2020
Sort By
Financial
18.87%
288.16 Cr
Technology
13.14%
200.66 Cr
Construction
10.60%
161.87 Cr
FMCG
9.24%
141.10 Cr
Healthcare
7.91%
120.79 Cr
Energy
6.79%
103.69 Cr
Chemicals
6.61%
100.94 Cr
Engineering
6.06%
92.54 Cr
Automobile
4.18%
63.83 Cr
Diversified
3.83%
58.49 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Dec 2020
Sort By
Infosys Ltd.
6.78%
103.54 Cr
ICICI Bank Ltd.
5.96%
91.01 Cr
Reliance Industries Ltd.
5.85%
89.33 Cr
Tata Consultancy Services Ltd.
5.09%
77.73 Cr
Hindustan Unilever Ltd.
4.24%
64.75 Cr
SRF Ltd.
3.83%
58.49 Cr
HDFC Bank Ltd.
3.57%
54.52 Cr
Axis Bank Ltd.
2.95%
45.05 Cr
Dr. Reddy's Laboratories Ltd.
2.73%
41.69 Cr
Cipla Ltd.
2.68%
40.93 Cr
View All
View All

About Kotak Tax Saver Fund Direct - Growth

Kotak Tax Saver Fund Direct - Growth is a Tax Saver mutual fund scheme from Kotak Mahindra Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Harsha Upadhyaya. It has an AUM of ₹1,527.07 Crores and the latest NAV decalared is ₹61.622 as on 20 Jan 2021 at 12:55 pm.
Kotak Tax Saver Fund Direct - Growth scheme return performance in last 1 year is 16.03%, in last 3 years is 32.99% and 201.67% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:1,527.07 Cr
Category:Equity: ELSS
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme Objective

The scheme aims to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as per the prevailing tax laws.

About Fund Category

Having a statutory lock-in period of 3 years, ELSS Funds enable long term wealth accumulation along with the benefit of tax saving. Investing in ELSS Funds makes you eligible to claim a tax deduction of up to Rs 1.5 lakh under Section 80C of the Income Tax Act 1961.

AMC Information

Kotak Mahindra Mutual Fund
Kotak Mahindra Mutual Fund
View AMC Details
228,229.41 Cr
AUM
114
Schemes
Address
Address
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E)400051
Phone Number
Phone Number
Phone : 022-61152100 / 1800-22-2626
Fax : 022-66384455