16.1%
3Y annualised
NAV Rs. 83.5
Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
₹500 | ₹500 | 0.68 % | 4★ | ₹3,161 | 10 Years |
---|---|---|---|---|---|
Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
₹500 | ₹500 | 0.68 % |
---|---|---|
Min SIP | Min Lumpsum | Expense Ratio |
4★ | ₹3,161 Cr | 10 Years |
Rating | Fund Size | Fund Age |
Scheme 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.
Scheme Performance
1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 5.6% | 16.1% | 12.5% | 15.1% | ||||
Category Average | 2.5% | 15.4% | 9.9% | - |
Scheme Allocation
Holding
Sector
Asset
ICICI Bank
7.33%
St Bk of India
5.82%
Axis Bank
5.32%
Reliance Industr
4.03%
Infosys
3.82%
Others
73.68%
Banks
24.4%
Construction & Others
5.68%
Automobiles
5.63%
Consumer Durables
5.32%
Industrial Products
5.01%
Others
53.96%
Equity
97.61%
Reverse Repos
2.52%
Net Curr Ass/Net Receivables
-0.13%
Others
0%
Fund House Details

Kotak Tax Saver Fund
Fund Manager
Harsha Upadhyaya
Exit Load
Exit Load | Nil |
---|
Advance Ratio
0.01 | 1.08 | 0.9 | 0.03 |
Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
-
-
-
Equity | Sectoral / Thematic Mutual Funds | 415.1%21.0%10.4%1Y3Y5Y
-
-
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
2,83,896 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
You can invest in Kotak Tax Saver Fund 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 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"
The Kotak Tax Saver Fund has delivered 15.1% since inception
The NAV of Kotak Tax Saver Fund is ₹83.5 as of 27 January 2023.
The expense ratio of Kotak Tax Saver Fund is 0.68 % as of 27 January 2023.
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”.