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Harsha UpadhyayaFund Manager Since 25 Aug 2015
EquityELSS (Tax Savings)
Kotak ELSS Tax Saver-Scheme- Growth
3Y Annualised
16.09%
-0.11% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.86%
-0.11% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 8 months
NIFTY 50
5 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹5862.55 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Aditya Birla Sun Life Tax Pln Direct Plan Reinvst of Inc Dis cum Cap Wdrl
9.82%
2nd
Aditya Birla Sun Life Tax Pln Direct Plan Pyt of Inc Dis cum Cap Wdrl
9.82%
3rd
Aditya Birla Sun Life Tax Pln Direct Plan Growth
9.81%
4th
Aditya Birla Sun Life Tax Pln Reinvst of Inc Dis cum Cap Wdrl
9.78%
5th
Aditya Birla Sun Life Tax Pln Pyt of Inc Dis cum Cap Wdrl
9.78%
61st
Kotak ELSS Tax Saver-Scheme- Growth
3.86%
Fund Managers
About Kotak ELSS Tax Saver-Scheme- Growth
Kotak ELSS Tax Saver-Scheme- Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 19 years, having been launched on 2005-11-23. Kotak ELSS Tax Saver-Scheme- Growth has ₹5862.55 Cr worth of assets under management (AUM) as of Sun May 04 2025. The latest Net Asset Value (NAV) of Kotak ELSS Tax Saver-Scheme- Growth as of Fri May 02 2025 is ₹110.106. The fund has an expense ratio of 1.78%, which is medium comparable to most other Equity funds.
Kotak ELSS Tax Saver-Scheme- Growth returns for the last 1 year are 1.97%. Since launch, it has delivered 13.13% average annual returns.
The Kotak ELSS Tax Saver-Scheme- Growth has the majority of its money invested in Financial Services, Technology, Industrials, Communication Services, Utilities, Energy sectors.
Top 5 Holdings of Kotak ELSS Tax Saver-Scheme- Growth.
- HDFC Bank Ltd: 9.36%
- ICICI Bank Ltd: 5.98%
- Infosys Ltd: 4.82%
- State Bank of India: 3.55%
- Axis Bank Ltd: 3.29%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2005-11-23 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak ELSS Tax Saver-Scheme- Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Kotak Mahindra Asset Management Co Ltd
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expense ratio
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Kotak ELSS Tax Saver-Scheme-Growth - Direct
EquityELSS (Tax Savings)
3Y CAGR
17.54%
expense ratio
0.71%
fund size
₹5862.55 Cr
Kotak Medium Term Direct Growth
Fixed IncomeMedium Duration
3Y CAGR
8.09%
expense ratio
0.67%
fund size
₹1765.97 Cr
FAQs
What is the current NAV of Kotak ELSS Tax Saver-Scheme- Growth?
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What are the top 3 sectors that Kotak ELSS Tax Saver-Scheme- Growth has invested in?
Who is the manager of Kotak ELSS Tax Saver-Scheme- Growth?
What is the exit load of Kotak ELSS Tax Saver-Scheme- Growth?
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Can I invest in SIP and a Lump Sum of Kotak ELSS Tax Saver-Scheme- Growth?
