| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.22% |
| NAV | ₹43.22 (24 Sep 2020) |
|---|---|
| Fund Started | 23 Nov 2005 |
| Fund Size | ₹1,244 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 8.5% |
| Infosys Ltd. | Technology | Equity | 6.2% |
| Tata Consultancy Services Ltd. | Technology | Equity | 5.0% |
| Hindustan Unilever Ltd. | FMCG | Equity | 4.6% |
| ICICI Bank Ltd. | Financial | Equity | 4.4% |
| SRF Ltd. | Diversified | Equity | 3.4% |
| HDFC Bank Ltd. | Financial | Equity | 3.4% |
| Axis Bank Ltd. | Financial | Equity | 3.1% |
| Britannia Industries Ltd. | FMCG | Equity | 3.0% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 2.7% |
Kotak Tax Saver Fund Regular Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 23 Nov 2005. Harsha Upadhyaya is the Current Fund Manager of Kotak Tax Saver Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,244 Cr and the Latest NAV as of 24 Sep 2020 is ₹43.22.
The Kotak Tax Saver Fund Regular Growth is rated Moderately 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%.