Kotak Tax Saver - Direct Plan

Scheme Type
Open-ended
Scheme Category
Tax Planning
Benchmark Type
Nifty 500 Index
Scheme AUM (in Crs.)
₹ 731.01
Expense Ratio
1.38%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 134412
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
43.614
(0.27 %)
NAV as on 2018-11-16
Returns
Fund
Kotak Tax Saver - Direct Plan
1 Year
-2.27%
3 Year
12.39%
5 Year
18.65%
AMC Details
amc launch date
Launch Date
23 Jun 1998
amc sponsor
Sponsor
NA
amc email
Email
fundaccops@kotakmutual.com
amc phone
Phone
022 - 66384444
amc address
Address
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra East Mumbai 400051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,960
Portfolio Value
-40
Total Returns