Kotak Tax Saver-Scheme - Direct
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.
Suitability
This product is suitable for investors who are seeking
• long term capital growth with a 3 year lock in
• Investment in portfolio of predominantly equity & equity related securities
Fund Info
Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
Nifty 500 Index
Scheme AUM (in Crs.)
₹ 888.42
Expense Ratio
1.29%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 150099
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Reliance Industries Ltd
Equity
7
HDFC Bank Ltd
Equity
6
Axis Bank Ltd
Equity
6
ICICI Bank Ltd
Equity
6
Tata Consultancy Services Ltd
Equity
4
Larsen & Toubro Ltd
Equity
4
Infosys Ltd
Equity
4
GlaxoSmithKline Consumer Healthcare Ltd
Equity
4
Bharat Financial Inclusion Ltd
Equity
3
Triparty Repo
Cash - Repurchase Agreement
3
Asset Allocation(%)
Equity
96
Cash - Repurchase Agreement
3
Cash
1
Preferred Stock
0
Bond - Corporate Bond
0
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
25
Information Technology Services
9
Diversified Industrials
9
Oil & Gas Refining & Marketing
7
Building Materials
7
Kotak Mutual Fund
AUM
₹1,50,099 Cr
About
Kotak Group is first NBFC of India. It has about 80 branches that offer mutual fund services. It also has overseas branches in Abu Dhabi, Dubai, London, New York, Texas, California and Singapore.##Kotak Group has a market capitalization of USD 26.98 Bn and around 46,000+ employees working under it. The asset management company offers schemes catering to investors with varying risk - return profiles and was the first fund house in the country to launch a dedicated gilt scheme investing only in government securities.##The vision of Kotak mutual funds is to be an ethical market player in the Indian mutual fund industry and it strives to offer the best products to its investors. Kotak has a legacy of many years and therefore, its brand value helps its products to stand-out in the market. The AMC has garnered over 10 lakh customers, within the span of 12 years.
Email
fundaccops@kotakmutual.com
Phone
022-61152100
Address
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E),Mumbai - 400 051, Mumbai - 400 051
Kotak Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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