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.)
₹ 791.31
Expense Ratio
1.34%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 139427
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | Nifty 500 Index |
| Scheme AUM (in Crs.) | ₹ 791.31 |
| Expense Ratio | 1.34% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 139427 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
6.92
Reliance Industries Ltd.
Equity
5.51
Tata Consultancy Services Ltd.
Equity
4.30
Larsen & Toubro Ltd.
Equity
4.27
Infosys Ltd.
Equity
4.02
Housing Development Finance Corpn. Ltd.
Equity
3.92
Glaxosmithkline Consumer Healthcare Ltd.
Equity
3.56
Bharat Financial Inclusion Ltd.
Equity
3.47
ICICI Bank Ltd.
Equity
2.64
Shree Cement Ltd.
Equity
2.55
Sector Allocation(%)
Sector
Percent
FMCG
9.12
Technology
8.32
Financial
28.23
Construction
14.18
Energy
11.83
Kotak Mutual Fund
AUM
₹1,39,427 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.
Launch Date
23 Jun 1998
Sponsor
NA
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
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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