INF174K01LI3

CASPeR Ranking #58

Kotak ELSS Tax Saver-Scheme-Growth - Direct

Very High Risk ELSS (Tax Savings) Equity

NAV (Fri Dec 06 2024)

₹139

Returns (Since Inception)

21.23%

Category Average

19.05%

Rating

4

Allocation and Holdings

Asset class

Weightage

Financial Services

19.48%

Technology

8.68%

Utilities

3.32%

Industrials

3.24%

Consumer Cyclical

2.97%

Basic Materials

2.49%

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Overall rating

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Scheme Information

Fund name

Kotak ELSS Tax Saver-Scheme-Growth - Direct


Minimum SIP

500


Risk Level

Very High Risk


AUM

₹6148.14 Cr


ISIN

INF174K01LI3


Inception Date

Jan 01 2013


Standard Deviation

12.31


Beta

0.87


Sharpe Ratio

1.044


Benchmark

IISL Nifty 500 TR INR


Expense Ratio

0.610%


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 61152100


Corporate Office Address

Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051

Overall AUM

₹6148.14 Cr


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