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!
INR
1000
1
Kotak Tax Saver Fund Direct-Growth
3
5
Value Research
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
If ₹1000 invested for 1
Estimated returns*
₹ 0
with % annual returns
* 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.
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.
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Equity
| 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 | 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 |
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.