Kotak Tax Saver Fund - Direct Plan - Growth

Equity | Tax Savings

(NAV as of 29/04/2024)

123.88 (0.87)

3Y Returns

23.39%

Min SIP

₹500

Min Lumpsum

₹500

Expense Ratio

0.55%

Fund Size

₹4691 Cr

Inception Date

01-Jan-13

Fund Manager

Harsha Upadhyaya

Exit Load

Nil.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty 200 TRI benchmark and its beta is less than Tax Savings category average when compared on the 5 year period.

Fund Size

This fund has a high range AUM which ensures liquidity and stability.

SIP Returns

This fund has given more SIP returns than the Nifty 200 TRI benchmark and among the top quartile in Tax Savings category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given better risk adjusted returns than the Nifty 200 TRI benchmark and among the top quartile in Tax Savings category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the Nifty 200 TRI benchmark and its alpha is more than Tax Savings category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more returns than the Nifty 200 TRI benchmark and among the top quartile in Tax Savings category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty 200 TRI benchmark and among the top quartile in Tax Savings category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

98.92%

Debt & Others

1.08%

Market Cap Allocation

Large Cap

68.14%

Mid Cap

20.36%

Small Cap

10.42%

Other Cap

1.08%

Sector Allocation

Banks

20.26%

Automobiles

13.02%

Construction

7.73%

Industrial Products

5.26%

Chemicals

5.08%

Top Ten Holdings

HDFC Bank Ltd

5.34%

Maruti Suzuki India Ltd

4.78%

ICICI Bank Ltd

4.50%

Larsen & Toubro Ltd

4.27%

Axis Bank Ltd

4.01%

Investment Objective

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 Permitted From Time To Time.

Fund House Detail

AMC Name

Kotak Mahindra Asset Management Company Limited

Scheme Document

https://www.kotakmf.com/Information/forms-and-downloads

Address

27 BKC, C-27, G Block,Bandra Kurla Complex, Bandra (E),Mumbai - 400 051

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Taurus Taxshield - Direct Plan - Growth

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Edelweiss Long Term Equity Fund(Tax Savings) - Direct Growth Plan

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Icici Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth

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Groww Elss Tax Saver Fund - Direct Plan- Growth Option

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Mirae Asset Tax Saver Fund - Direct Growth

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41.49%

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Pgim India Elss Tax Saver Fund - Direct Plan - Growth Option

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Canara Robeco Equity Tax Saver Fund Direct Growth

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Invesco India Tax Plan - Direct Plan Growth

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Sundaram Diversified Equity Fund Direct Plan Growth

29.42%

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14.88%

Lic Elss - Direct Plan - Growth

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18.51%

16.24%

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