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  • Kotak Mahindra Asset Management Co Ltd
  • Kotak Taxsaver Fund (Dividend Payout - Quarterly)

Formerly Kotak Taxsaver Div

Kotak Taxsaver Fund (Dividend Payout - Quarterly)

Kotak Taxsaver Fund (Dividend Payout - Quarterly)

EquityTax Saving

Top Ranked

22.315

NAV (Mar 05)

Scripbox Opinion

Top Ranked

This fund is a good choice within tax saving mutual funds.

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

16 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

1,540 Cr. Large within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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Tax Saver Plan

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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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 Years
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    Save Tax

No single fund can achieve what a plan can. Learn why

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderate Risk

2.21 %

Expense Ratio

Nov 23, 2005

Launched (16y ago)

₹ 1,540

AUM in Crores

INF174K01377

ISIN

3

Lock-in

IISL Nifty 500 TR INR

Benchmark

₹ 500

SIP Minimum

₹ 500

Lumpsum Min.

Fund Managers
user-avatar

Harsha Upadhyaya

Fund Manager

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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.

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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.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

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17 Years

Age

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Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

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21 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

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Recommended

Top Ranked

19 Years

Age

5

Track Record

HDFC Top 100 Fund (G)

HDFC Top 100 Fund (G)

Large Cap

Recommended

Top Ranked

25 Years

Age

5

Track Record

Nippon India Growth Fund (G)

Nippon India Growth Fund (G)

Mid Cap

Recommended

Top Ranked

26 Years

Age

5

Track Record

amc-icon

About the AMC

Kotak Mahindra Asset Management Co Ltd

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.

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  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Kotak Savings Fund (G)

    Kotak Savings Fund (G)

    Ultra Short

    Recommended

    Top Ranked

    ₹ 12,325 Cr

    Fund Size

    6.8%

    3Y returns

    Kotak Flexicap Fund (G)

    Kotak Flexicap Fund (G)

    Diversified

    Recommended

    Top Ranked

    ₹ 32,453 Cr

    Fund Size

    12.6%

    3Y returns

    Kotak Savings Fund (DR-D)

    Kotak Savings Fund (DR-D)

    Ultra Short

    Top Ranked

    ₹ 12,325 Cr

    Fund Size

    5.1%

    3Y returns

    Kotak Savings Fund (DP-M)

    Kotak Savings Fund (DP-M)

    Ultra Short

    Top Ranked

    ₹ 12,325 Cr

    Fund Size

    5.5%

    3Y returns

    Kotak Savings Fund (DP-W)

    Kotak Savings Fund (DP-W)

    Ultra Short

    Top Ranked

    ₹ 12,325 Cr

    Fund Size

    5.3%

    3Y returns

    growth

    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.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Motilal Oswal Long Term Equity Fund (Growth)

    Motilal Oswal Long Term Equity Fund (Growth)

    Equity

    Tax Saving

    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    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

    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

    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 (DP-Q)

    About Kotak Taxsaver Fund (DP-Q)

    Kotak Taxsaver Fund (DP-Q) is a tax saving equity fund and has delivered an annualised return of 12.3% over a period of 16 years .The fund was previously known as Kotak Taxsaver Div.The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund manager’s name is Harsha Upadhyaya.

    Kotak Taxsaver Fund (DP-Q) 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 (DP-Q) NAV,AUM,Risk

    The Kotak Taxsaver Fund (DP-Q) fund was launched on Nov 23, 2005. The NAV (Net Asset Value) of this tax saving equity as of 2021-03-05 is ₹ 22.315. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 1539.503. The category risk of the Kotak Taxsaver Fund (DP-Q) fund is Moderate Risk. The fund charges 2.21 % as expense ratio.

    Kotak Taxsaver Fund (DP-Q) 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 (DP-Q) 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 (DP-Q) 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 (DP-Q) Review

    Kotak Taxsaver Fund (DP-Q) 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 (DP-Q) 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.

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