Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
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Tax Saver Plan
Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.
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Scheme Information
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.
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 before investing. Past performance is not an indicator of future returns.
Kotak Mahindra Asset Management Co Ltd manages assets worth 220,225 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 34 equity,162 debt and 26 hybrid funds.
Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Kotak Taxsaver Fund (G)
About Kotak Taxsaver Fund (G)
Kotak Taxsaver Fund (G) is a tax saving equity fund and has delivered an annualised return of 12.5% over a period of 16 years .The fund was previously known as Kotak Taxsaver Gr.The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund manager’s name is Harsha Upadhyaya.
Kotak Taxsaver Fund (G) 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. However, there is no assurance that the objective of the scheme will be realized.
Kotak Taxsaver Fund (G) NAV,AUM,Risk
The Kotak Taxsaver Fund (G) fund was launched on Nov 23, 2005. The NAV (Net Asset Value) of this tax saving equity as of 2021-03-04 is ₹ 60.386. The total AUM (Asset Under Management) of the fund as of 2021-03-04 is ₹ 1539.503. The category risk of the Kotak Taxsaver Fund (G) fund is Very High Risk.
The fund charges 2.21 % as expense ratio.
Kotak Taxsaver Fund (G) Holdings
The fund’s highest allocation is towards equity and has invested 95.8% in this asset class. The top three holdings of the fund are infosys ltd,tata consultancy services ltd and icici bank ltd
Kotak Taxsaver Fund (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 500 and you can increase this in multiples of ₹ 500. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 500.
Kotak Taxsaver Fund (G) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR
Kotak Taxsaver Fund (G) Review
Kotak Taxsaver Fund (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Kotak Taxsaver Fund (G) has a score of 4 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
