Kotak Tax Saver Fund

Equity · ELSS
 · ★★★★
500
Min SIP
500
Min Lumpsum
0.65 %
Expense Ratio
★★★★
Rating
3,559
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 31 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 17.7% 29.4% 15.5% 15.4%
Category Average 12.7% 26.6% 12.4% -

Scheme Allocation

By Holding
By Sector
By Asset
ICICI Bank
6.7%
St Bk of India
4.87%
ITC
4.42%
Axis Bank
4.35%
HDFC Bank
4.27%
Others
75.39%
Banks
23.44%
Diversified FMCG
6.49%
Chemicals & Petrochemical
6.48%
Construction
5.64%
Automobiles
5.53%
Others
52.42%
Equity
97.33%
Net Curr Ass/Net Receivables
1.82%
Reverse Repos
0.85%
Others
0%

Advance Ratio

0.49
Alpha
3.74
SD
0.82
Beta
0.59
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

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

How to invest in Kotak Tax Saver Fund ?

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"

What is the NAV of Kotak Tax Saver Fund ?

The NAV of Kotak Tax Saver Fund is ₹90.2 as of 31 May 2023.

How to redeem Kotak Tax Saver Fund 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?

The minimum SIP amount of Kotak Tax Saver Fund is ₹500

What are the top sectors Kotak Tax Saver Fund has invested in??

The top sectors Kotak Tax Saver Fund has invested in are
  1. ICICI Bank - 6.7%
  2. St Bk of India - 4.87%
  3. ITC - 4.42%
  4. Axis Bank - 4.35%
  5. HDFC Bank - 4.27%

How much returns have Kotak Tax Saver Fund generated ?

The Kotak Tax Saver Fund has delivered 15.4% since inception

What is the expense ratio of Kotak Tax Saver Fund ?

The expense ratio of Kotak Tax Saver Fund is 0.65 % as of 31 May 2023.

What is the AUM of Kotak Tax Saver Fund?

The AUM of Kotak Tax Saver Fund is ₹2,83,896 Cr as of 31 May 2023

What are the top stock holdings of Kotak Tax Saver Fund?

The top stock holdings of Kotak Tax Saver Fund are
  1. ICICI Bank - 6.7%
  2. St Bk of India - 4.87%
  3. ITC - 4.42%
  4. Axis Bank - 4.35%
  5. HDFC Bank - 4.27%
Invest Now