| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.03% |
| NAV | ₹20.19 (09 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹1,030 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 6.9% |
| ICICI Bank Ltd. | Financial | Equity | 5.5% |
| Hindustan Unilever Ltd. | FMCG | Equity | 5.3% |
| HDFC Bank Ltd. | Financial | Equity | 4.4% |
| SRF Ltd. | Diversified | Equity | 3.6% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.2% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 3.2% |
| Axis Bank Ltd. | Financial | Equity | 2.9% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.9% |
| Ultratech Cement Ltd. | Construction | Equity | 2.8% |
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 ₹1,030 Cr and the Latest NAV as of 09 Jul 2020 is ₹20.19.
The Kotak Tax Saver Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
The investment objective of the scheme is 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 permitted from time to time.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.