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Kotak Tax Saver Fund Direct-Growth Kotak Tax Saver Fund Direct-Growth Kotak Tax Saver Fund Direct-Growth Kotak Tax Saver Fund Direct-Growth - Get latest updates on NAV, Dividends, Returns, Performance, Risks & Portfolio. Invest now! Paisabazaar INR 1000 1 rating rating rating rating rating Kotak Tax Saver Fund Direct-Growth 3 5

Equity ELSS

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

1.38%

3 Yrs CAGR returns

4.79%

5 Yrs CAGR returns

9.2%

NAV as on 25 Sep

₹ 48.66 by 1.05 ( 2.21%)

Expense ratio

0.98

Lock-in period

19.29%

Fund Size (Cr)

₹ 934.61


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Performance Graph*
Returns Calculator
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If ₹1000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The scheme aims to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as per the prevailing tax laws.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
Top Holdings
Top 10 Sectors %
Financial 16.3
FMCG 11.72
Construction 11.62
Technology 11.15
Energy 9.54
Chemicals 7.21
Engineering 6.38
Health Care 5.13
Metals 4.43
Diversified 3.42
Top 10 Sectors %
Crude Oil & Natural Gas 8.48
Computer Software 6.16
Computer Software 4.99
Cosmetics & Toiletries 4.6
Banking 4.44
Diversified 3.42
Banking 3.41
Banking 3.1
Bakery & Milling Prod. 3
Drugs & Pharma 2.74
Fund house details
Fund House Kotak Mutual Fund
Fund Manager Deepak Gupta
Fund Setup Date 01 Jan 2013
Address 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E)
Contact 022-61152100, 1800222626
Email ID mutual@kotak.com
More About This Fund

About Kotak Tax Saver

Kotak Tax Saver is an open ended mutual fund scheme that invests mainly in equities and offers tax saving benefits. It is an Equity Linked Savings Scheme (ELSS) that focuses on sectors and  companies that will benefit from domestic growth story and various government measures. It invests in stocks of which long term growth will surpass the average market growth.

It follows a flexi cap approach, i.e. flexible in investing across all capitalizations and isn’t biased on firm size. It emphasizes on bottom up stock selection that have potential to be market leaders and generate high returns in the long term. Diversification in investments across various sectors and companies pan capitalization helps is risk minimization as well.

How to Invest in the Fund Using Paisabazaar?

Follow the given steps to get started with your SIP or Lump Sum investment into Nippon India Tax Saver Fund:

  • Log-in or Signup to Paisabazaar.com
  • Go to Investments in the Menu Bar and click on ‘Mutual Funds
  • Scroll to ‘ELSS’
  • Start a manual search for ‘Kotak Tax Saver Fund’
  • Read all the details and terms of the Fund carefully
  • Select lump sum or SIP as your investment option and proceed
  • Paisabazaar allows investors to compare different Mutual Funds before making any investments.