Kotak Tax Saver Fund

Equity | ELSS Mutual Funds
 | 4
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500.0 ₹500.0 0.68 % 4★ ₹3,062.0 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500.0 ₹500.0 0.68 %
Min SIP Min Lumpsum Expense Ratio
4★ ₹3,062.0 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

Returns and Ranks ( as on 25 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 7.8% 20.3% 14.1% 15.9%
Category Average 5.1% 18.4% 12.5% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
7.71%
St Bk of India
5.62%
Axis Bank
5.32%
Reliance Industr
4.16%
Infosys
4.02%
Others
73.17%
Banks
23.98%
Consumer Durables
5.71%
Automobiles
5.62%
Construction & Others
5.42%
Industrial Products
5.05%
Others
54.22%
Equity
98.12%
Reverse Repos
1.99%
Net Curr Ass/Net Receivables
-0.11%

Fund House Details

Kotak Mahindra Mutual Fund

Kotak Tax Saver Fund

Fund Manager
Harsha Upadhyaya

Exit Load

Exit Load Nil

Advance Ratio

0.03 1.11 0.91 0.02
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Kotak Mahindra Mutual Fund
AUM:
2,83,896.0 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 15.9% since inception
The NAV of Kotak Tax Saver Fund is ₹87.4 as of 25 November 2022.
The expense ratio of Kotak Tax Saver Fund is 0.68 % as of 25 November 2022.
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”.
Invest Now