EquityELSSGrowth
Kotak Tax Saver Scheme Growth Direct

Kotak Tax Saver Scheme Growth Direct

5
33.72%Fund
3 years
return
1M
3M
6M
1Y
3Y
5Y
ALL
NAV on Mar 24 2023 ₹82.96
1D Returns -0.88%
Launched in January 2013 (Age - 10 years)
₹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

arq rating backgroundarq rating icon
5

Ratings By Other Agencies

Value Research
Value Research
4
Crisil
Crisil
4
Morning Star
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 %
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