Kotak Tax Saver Scheme (G)
Scheme Information
2019-04-26
| Asset Management Company (AMC) | Kotak Mahindra Asset Management Company Limited |
| Asset Class Type | Equity |
| Inception Date | Nov 23, 2005 |
| Benchmark | NIFTY 500 - TRI |
| 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 Manager | Harsha Upadhyaya |
| AUM (In Crores) | 888.42 |
| Allocation |
Equity: 96.3368% Others: 3.6603% Debt: 0.0029% |
| Minimum Investment Amount |
First Investment:
500
|
| Expense Ratio | 2.58 |
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 (link provided) before taking any Investment action based on this information.
Recommended Funds
Equity: Mirae Asset Large Cap Fund (G) • HDFC Top 100 Fund (G) • Kotak Standard Multicap Fund (G) • Parag Parikh Long Term Equity Fund (G)
Debt:
Axis Liquid Fund (G) •
SBI Magnum Low Duration Fund (G) •
ICICI Prudential Corporate Bond Fund - Regular (G)
Tax Saver Plan:
DSP Tax Saver Fund (G) •
Motilal Oswal Long Term Equity Fund (G)
Emergency Fund:
Axis Liquid Fund (G) •
Tata Liquid Fund (G)