Kotak Tax Saver-Scheme- Growth
Medium
Risk
Equity
Elss Fund
+
19.63
%
19.63
%
3Y annualised
+
0.27
%
0.27
%
1D
1M
6M
1Y
3Y
All
Fund size
5050
NAV:
Mar 7, 2024
102.079
Sector
Tech
Type
Equity
Launched
Nov 2005
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Maruti Suzuki India Ltd
5.03
%
HDFC Bank Ltd
4.86
%
ICICI Bank Ltd
4.38
%
Larsen & Toubro Ltd
4.05
%
State Bank of India
4.00
%
Axis Bank Ltd
3.83
%
NTPC Ltd
3.32
%
Bosch Ltd
2.94
%
Reliance Industries Ltd
2.89
%
Infosys Ltd
2.65
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
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.
Fund house & investment objective
Kotak Tax Saver-Scheme- Growth
More details
Investment objective
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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