Fund Details
Kotak Tax Saver Fund Direct Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.83% |
| NAV | ₹26.04 (20 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹1,527 Cr |
Returns
Comparison
1. Exit load is zero
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 6.8% |
| Infosys Ltd. | Technology | Equity | 6.3% |
| ICICI Bank Ltd. | Financial | Equity | 5.6% |
| Tata Consultancy Services Ltd. | Technology | Equity | 5.6% |
| Hindustan Unilever Ltd. | FMCG | Equity | 4.0% |
| HDFC Bank Ltd. | Financial | Equity | 3.8% |
| SRF Ltd. | Diversified | Equity | 3.7% |
| Axis Bank Ltd. | Financial | Equity | 3.1% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 2.7% |
| Britannia Industries Ltd. | FMCG | Equity | 2.5% |
Fund Managers
Kotak Tax Saver Fund Direct Dividend Details
Kotak Tax Saver Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Harsha Upadhyaya is the Current Fund Manager of Kotak Tax Saver Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,527 Cr and the Latest NAV as of 20 Jan 2021 is ₹26.04.
The Kotak Tax Saver Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
Investment 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.
Tax Implications
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
