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Kotak Taxsaver Fund (Growth)

Formerly Kotak Taxsaver Gr
Returns (3yrs)
2.02 %
Latest NAV
43.27

Investment Calculator

  • Tenure
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Total Investment
Wealth Gained
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Tax Saver Plan
Better than Insurance, FD

Fund Information

as on 6th of August, 08:59 AM

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.

Fund Managers

  • profile-pic
    Harsha Upadhyaya
  • expense-ratio
    Expense Ratio
    2.4
    benchmark
    Benchmark
    IISL Nifty 500 TR INR
  • Aum image
    AUM
    ₹ 1132.99 Crores
    ISIN
    ISIN
    INF174K01369
  • Category Risk:

    Moderately High risk

Holding Information

as on 6th of August, 08:59 AM

Top Holding

Reliance Industries Ltd
7%
Hindustan Unilever Ltd
5%
Triparty Repo
5%
Icici Bank Ltd
4%
Hdfc Bank Ltd
4%

Top Sectors

Basic Materials
19%
Financial Services
17%
Industrials
15%
Consumer Defensive
12%
Energy
9%

Allocation

Equity
95%
Others
5%
Debt
0%

Investment Return Calculator

as on 6th of August, 08:59 AM
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Annualized %
  • Savings Bank
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  • Gold
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  • EPF
  • Mutual Fund(Equity)

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 6th of August, 08:59 AM
Minimum SIP Amount
500
Minimum Lumpsum Amount
500
Lumpsum Multiple
500
SIP Multiple
500

About the Fund

Kotak Taxsaver Fund Growth is a Tax Saving Equity fund and has delivered an annualised return of 2.02% over a period of 3 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers names are Harsha Upadhyaya. 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. The fund charges 2.40000%. The minimum SIP amount for this is ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.