|Min SIP Amount||₹500|
|NAV||₹65.06 (22 Apr 2021)|
|Fund Started||01 Jan 2013|
|Fund Size||₹1,837 Cr|
|ICICI Bank Ltd.||Financial||Equity||7.9%|
|Tata Consultancy Services Ltd.||Technology||Equity||3.9%|
|HDFC Bank Ltd.||Financial||Equity||3.7%|
|State Bank of India||Financial||Equity||3.4%|
|Reliance Industries Ltd.||Energy||Equity||3.3%|
|Axis Bank Ltd.||Financial||Equity||2.8%|
|Ultratech Cement Ltd.||Construction||Equity||2.8%|
|AU Small Finance Bank Ltd.||Financial||Equity||2.7%|
Kotak Tax Saver Fund Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,837 Cr and the Latest NAV as of 22 Apr 2021 is ₹65.06.
The Kotak Tax Saver Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
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.
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.