Kotak Tax Saver - Direct (G)

Kotak Tax Saver - Direct (G)

AMC Name: Kotak Mahindra Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 500 TRI
Fund Manager Harsha Upadhyaya
Fund Horizon OPEN
Inception Date 01-Jan-2013
Scheme AUM(CR) ` 895.56
Minimum SIP/LUMPSUM ` 500/ ` 1000
Increment SIP/LUMPSUM ` 500/ ` 0
SIP Dates 1,5,7,10,14,15,20
Entry Load NIL
Exit Load NIL
Expense Ratio 1.26

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -1.75% -2.51%
3 Month -7.02% -7.45%
6 Month -2.95% -7.63%
1 Year -0.41% -7.05%
3 Year 7.89% 6.59%
5 Year 10.78% 7.21%
Since Inception 12.68% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others