Discover
INVESTMENTS
EquityELSSGrowth
Kotak Tax Saver Scheme Growth Direct
5
33.72%Fund
3 years
return1M
3M
6M
1Y
3Y
5Y
ALL
NAV on Mar 24 2023 ₹82.96
1D Returns -0.88%
₹500
Minimum SIP investment
₹500
Minimum one time investment
Lock-in:
Fund has 3Y lock-in period
Calculate Returns
Based on past performance of this fund
Select Amount
₹
5000
Select Duration
5 Y
1Y30Y
When you invest ₹5000 every month for the next 5 years
Your Investment
₹300000
Gain
160.61%
₹481826
Maturity Amount
₹781826
Basic Information
Asset Under Management
₹3167.04 Cr.
Expense Ratio
0.69% (inclusive of GST)
Exit Load
Nil
Tax Implications
Withdrawal within 1 year
Not applicable as these investments cannot be sold before the 3 year lock-in period
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Risk Involved
Your principal will be at
Very High risk
Ratings
5
Ratings By Other Agencies
Value Research
4
Crisil
4
Morning Star
5
Fund Manager
HU
Harsha Upadhyaya
Fund Manager since Aug 2015
Fund Holdings
Top Holding | Allocation |
|---|---|
ICICI Bank | 7.02 % |
St Bk of India | 4.95 % |
Axis Bank | 4.8 % |
ITC | 4.16 % |
Maruti Suzuki | 4.08 % |
Others | 74.99 % |
Similar Funds
Funds | ARQ Rating | 3Y Return |
|---|---|---|
3.5 | 54.80% | |
3.5 | 35.45% | |
5 | 33.72% |
Other Funds by Kotak Mahindra Mutual Fund
Funds | 3Y Return |
|---|---|
| 48.64% |
OtherFoFs Domestic
| 29.64% |
| 39.55% |
Your Investment Pad
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