Kotak Tax Saver Fund – Direct Growth
500
Min SIP
500
Min Lumpsum
0.56 %
Expense Ratio
Rating
4,088
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 23% | 26.3% | 17.9% | 15.9% | ||||
| Category Average | 19.5% | 24.2% | 14.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
6.39
Alpha
3.56
SD
0.82
Beta
1.98
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
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.
Fund Managers
Harsha Upadhyaya - Fund Management and Equity Research - Fund Manager
Harsha Upadhyaya has 23 years of experience in the field. He is a Certified Treasury Analyst and Treasury MBA at the Indian Institute of Management in Lucknow. He also holds a bachelor’s degree in mechanical engineering from the National Institute of Technology of Suratkal. Mr Upadhyaya has been involved in fund management and equity research for over 20 years. As of March 2019, he currently manages over Rs. 625 billion in assets and manages funds.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 5,246
-
24.8%Fund Size - 5,246
-
30.4%Fund Size - 5,246
-
15%Fund Size - 5,246
-
- Equity .
- ELSS .
-
- 15,586
-
33.5%Fund Size - 15,586
-
29.4%Fund Size - 15,586
-
17.4%Fund Size - 15,586
-
- Equity .
- ELSS .
-
- 12,543
-
22.1%Fund Size - 12,543
-
29.3%Fund Size - 12,543
-
11.9%Fund Size - 12,543
-
- Equity .
- ELSS .
-
- 1,084
-
19.1%Fund Size - 1,084
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26.4%Fund Size - 1,084
-
14.5%Fund Size - 1,084
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- Equity .
- ELSS .
-
- 11,227
-
18.2%Fund Size - 11,227
-
25.7%Fund Size - 11,227
-
14.2%Fund Size - 11,227
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
Frequently Asked Questions
How to invest in Kotak Tax Saver Fund – Direct Growth ?
You can invest in Kotak Tax Saver Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Tax Saver Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Kotak Tax Saver Fund – Direct Growth ?
The NAV of Kotak Tax Saver Fund – Direct Growth is ₹100.1 as of 29 September 2023.
How to redeem Kotak Tax Saver Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Kotak Tax Saver Fund – Direct Growth?
The minimum SIP amount of Kotak Tax Saver Fund – Direct Growth is ₹500
What are the top sectors Kotak Tax Saver Fund – Direct Growth has invested in?
The top sectors Kotak Tax Saver Fund – Direct Growth has invested in are
- Banks - 22.08%
- Diversified FMCG - 7.25%
- Automobiles - 6%
- Chemicals & Petrochemical - 5.84%
- Construction - 5.71%
Can I make investments in both the SIP and Lump Sum schemes of Kotak Tax Saver Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Kotak Tax Saver Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Kotak Tax Saver Fund – Direct Growth generated ?
The Kotak Tax Saver Fund – Direct Growth has delivered 15.9% since inception
What is the expense ratio of Kotak Tax Saver Fund – Direct Growth ?
The expense ratio of Kotak Tax Saver Fund – Direct Growth is 0.56 % as of 29 September 2023.
What is the AUM of Kotak Tax Saver Fund – Direct Growth?
The AUM of Kotak Tax Saver Fund – Direct Growth is ₹3,12,371 Cr as of 29 September 2023
What are the top stock holdings of Kotak Tax Saver Fund – Direct Growth?
The top stock holdings of Kotak Tax Saver Fund – Direct Growth are
- ICICI Bank - 5.92%
- Maruti Suzuki - 5.14%
- Axis Bank - 4.29%
- ITC - 3.98%
- Larsen & Toubro - 3.97%
How can I redeem my investments in Kotak Tax Saver Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Tax Saver Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Tax Saver Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.