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Kotak Tax Saver Fund Direct Dividend+0.89%

18.02%
1 Year Return
Equity
ELSS
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Tax Saver Fund Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.83%
NAV₹26.04 (20 Jan 2021)
Fund Started01 Jan 2013
Fund Size1,527 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
18.0%
10.3%
17.1%
14.7%
Category Average
19.4%
6.5%
14.3%
-
Rank Within Category
25
7
9
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 18.0% returns per annum

Comparison

Data not available
Pros
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
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity6.8%
Infosys Ltd.TechnologyEquity6.3%
ICICI Bank Ltd.FinancialEquity5.6%
Tata Consultancy Services Ltd.TechnologyEquity5.6%
Hindustan Unilever Ltd.FMCGEquity4.0%
HDFC Bank Ltd.FinancialEquity3.8%
SRF Ltd.DiversifiedEquity3.7%
Axis Bank Ltd.FinancialEquity3.1%
Dr. Reddy's Laboratories Ltd.HealthcareEquity2.7%
Britannia Industries Ltd.FMCGEquity2.5%
See All

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%.

Scheme Information Document(SID)

₹500
Min for First Investment
₹500
Min for Second Investment
Nil
Exit Load

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About Kotak Mahindra Mutual Fund

Address
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Phone
022 - 66384444
Launch Date
23 Jun 1998
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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