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
St Bk of India
Axis Bank
Reliance Industr
Infosys
Others
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 | 4
15.1%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”.
