CASPeR Ranking #35
Kotak ELSS Tax Saver-Scheme-Growth - Direct
NAV (Mon Oct 21 2024)
₹137
Returns (Since Inception)
19.13%
Category Average
16.12%
Rating
5
Allocation and Holdings
Asset class
Weightage
Financial Services
18.09%
Technology
8.10%
Utilities
3.41%
Industrials
3.11%
Consumer Cyclical
3.01%
Basic Materials
2.61%
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4.5Overall rating
Scheme Information
Fund name
Kotak ELSS Tax Saver-Scheme-Growth - Direct
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹6501.48 Cr
ISIN
INF174K01LI3
Inception Date
Jan 01 2013
Standard Deviation
11.583
Beta
0.85
Sharpe Ratio
1.279
Benchmark
IISL Nifty 500 TR INR
Expense Ratio
0.570%
Exit Load
Nil
Risk
Very High Risk
Investment Objective
The investment objective of the scheme is to generate longterm 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.
Fund Managers
Harsha Upadhyaya
About the AMC
Kotak Mahindra Asset Management Co Ltd
Phone Number
+91 22 61152100Email Address
fundaccops@kotakmutual.comCorporate Office Address
Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051Overall AUM
₹6501.48 Cr
Website
www.kotakmf.com
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