Home>Mutual Funds>Kotak Mahindra Mutual Fund>Kotak Tax Saver Fund Direct Growth

Kotak Tax Saver Fund Direct Growth

Equity
ELSS
Very High Risk
3Y Lock Inlock
24.47%
3Y annualised
-0.60% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹79.56
Min. SIP amount₹500
Rating4star
Fund size₹2,295.53 Cr

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns54.9%24.5%16.6%16.7%
Category average54.9%14.2%14.3%NA
Rank with in category251012NA
Understand termsinfo

Holdings (51)

NameSectorInstrumentAssets
FinancialEquity7.6%
TechnologyEquity5.8%
State Bank of India
FinancialEquity5.2%
DiversifiedEquity4.7%
ConstructionEquity4.3%
FinancialEquity3.8%
TechnologyEquity3.7%
EnergyEquity3.3%
FinancialEquity3.2%
ChemicalsEquity2.5%
See All

Pros and cons

info
Category: Equity ELSS
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Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 2.65 The fund has generated returns higher than benchmark - NIFTY 500 TRI - in the last 3Y
Exit load is zero
Lower expense ratio: 0.72%
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Cons

Lock-in period: 3Y
1Y annualised returns lower than category average by 0.05%

Expense ratio, exit load and tax

Expense ratio: 0.72%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund house & investment objective

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Fund house contact details

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