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Kotak Tax Saver Fund Regular Growth-2.48%

26.77%
1 Year Return
Equity
ELSS
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Tax Saver Fund Regular Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio2.21%
NAV₹57.80 (26 Feb 2021)
Fund Started23 Nov 2005
Fund Size1,540 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
26.8%
12.2%
17.4%
10.2%
Category Average
26.2%
10.1%
16.7%
-
Rank Within Category
22
7
13
-
*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 26.8% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
4. Exit load is zero
Cons
1. Higher expense ratio - 2.14%
2. 1Y Returns are lower than the category average returns

Top Holdings

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Hindustan Unilever Ltd.FMCGEquity4.0%
SRF Ltd.DiversifiedEquity3.7%
HDFC Bank Ltd.FinancialEquity3.4%
Axis Bank Ltd.FinancialEquity3.1%
Cipla Ltd.HealthcareEquity2.7%
Larsen & Toubro Ltd.ConstructionEquity2.6%
See All

Kotak Tax Saver Fund Regular Growth Details

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 ₹1,540 Cr and the Latest NAV as of 26 Feb 2021 is ₹57.80.

The Kotak Tax Saver Fund Regular Growth is rated Very 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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