- Mutual Funds
- Kotak Mutual Fund
- Kotak Tax Saver Scheme (Growth)
Formerly Kotak Taxsaver Gr
Kotak Tax Saver Scheme (Growth)
₹ 79.114
NAV (May 30)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 79.114
NAV (May 30)
Fund Returns
Last 1Y | 16.1% |
Last 3Y | 27.8% |
Last 5Y | 14.2% |
Last 10Y | 15.3% |
Since Inception | 12.5% |
6 Month CAGR | 1.5% |
Scheme Information
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.
Expense Ratio | 1.58 |
Launched (18y ago) | Nov 23, 2005 |
AUM in Crores | 3400.346 |
ISIN | INF174K01369 |
Lock-in | 3 |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 13 |
Standard Deviation (5yr) | 18.4 |
Beta (3yr) | 0.82 |
Beta (5yr) | 0.92 |
Sharpe Ratio (3yr) | 1.474 |
Sharpe Ratio (5yr) | 0.489 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Tax Saver Scheme (Growth) | 10,42,393 | 3,09,781 | 14.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
6.7%state bank of india
4.9%itc ltd shs dematerialised
4.4%hdfc bank ltd
4.3%axis bank ltd
4.3%Allocation by Sector
financial services
27.2%industrials
17.4%basic materials
14.2%consumer cyclical
12.7%consumer defensive
10.3%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 8,056 cr | ||
₹ 10,178 cr | ||
₹ 14,448 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7.1% | 7.4% | ||
- | 7.5% | ||
- | 4% | ||
7.1% | 7.4% | ||
7.1% | 7.4% |
Kotak Tax Saver Scheme (G) Review
Kotak Tax Saver Scheme (G) is a Tax Saving Equity fund and has delivered an annualised return of 12.5% over a period of 17 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.
Nav of Kotak Tax Saver Scheme (G) as of 5/30/2023 is ₹79.11 with the total AUM as of 5/31/2023 is ₹3400.346. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Tax Saver Scheme (G) was launched on Nov 23, 2005. The category risk of the fund is Very High Risk.
The minimum SIP amount for Kotak Tax Saver Scheme (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Kotak Tax Saver Scheme (G) 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 Tax Saver Scheme (G) is rated as a 4 fund in Equity and delivered 16.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Tax Saver Scheme (G).
Frequently Asked Questions
What is Kotak Tax Saver Scheme (G)?
How to invest in Kotak Tax Saver Scheme (G)?
You can invest in Kotak Tax Saver Scheme (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak Tax Saver Scheme (G)?
The minimum sip amount for Kotak Tax Saver Scheme (G) is ₹500. You can invest in multiples of ₹500.
Is Kotak Tax Saver Scheme (G) good to invest in?
As per Scripbox experts, Kotak Tax Saver Scheme (G) is a Top Ranked fund. You can investKotak Tax Saver Scheme (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak Tax Saver Scheme (G)?
The expense ratio of the Kotak Tax Saver Scheme (G) is 1.58% for regular plan.