• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Tax Saver Scheme (Growth)

Formerly Kotak Taxsaver Gr

Kotak Mutual Fund

Kotak Tax Saver Scheme (Growth)

EquityTax Saving

Top Ranked

77.82

NAV (Dec 06)

13.6%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within tax saving mutual funds.Save tax combined with inflation beating long term growth
Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Tax Saving Fund

Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

77.82

NAV (Dec 6)

Fund Returns

Last 1Y

11.8%

Last 3Y

19.2%

Last 5Y

13.6%

Last 10Y

14.5%

Since Inception

12.8%

6 Month CAGR

15.3%

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.

Expense Ratio

1.97

Launched (17y ago)

Nov 23, 2005

AUM in Crores

3062.890

ISIN

INF174K01369

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Standard Deviation (3yr)

21.2

Standard Deviation (5yr)

18.5

Beta (3yr)

0.92

Beta (5yr)

0.92

Sharpe Ratio (3yr)

0.737

Sharpe Ratio (5yr)

0.495

YTM

0

Fund Managers

Harsha Upadhyaya

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-12-06

Top Stock Holdings

icici bank ltd

7.7%
7.7%

state bank of india

5.6%
5.6%

axis bank ltd

5.3%
5.3%

reliance industries ltd

4.2%
4.2%

infosys ltd

4%
4%
See all holdings

Allocation by Sector

financial services

27.8%
27.8%

industrials

17.6%
17.6%

basic materials

15.6%
15.6%

consumer cyclical

10.4%
10.4%

consumer defensive

7.8%
7.8%
See all sectors

Compare Kotak Tax Saver Scheme (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 290,015 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,171 debt and 19 hybrid funds.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10.5%

    6.8%

    -

    -1.6%

    10.5%

    6.8%

    10.5%

    6.8%

    5.1%

    7.2%

    Kotak Tax Saver Scheme (G) Review

    Kotak Tax Saver Scheme (G) is a Tax Saving Equity fund and has delivered an annualised return of 12.8% 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 12/6/2022 is ₹77.82 with the total AUM as of 12/7/2022 is ₹3062.89. 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 11.8% 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)?

    Kotak Tax Saver Scheme (G) is a Tax Saving Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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 1.97% for regular plan.