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Asset Size:935Cr
Expense Ratio:2.55%
Fund Manager(s):Harsha Upadhyaya,
5year Returns:14.15%

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Kotak Taxsaver Fund Growth

Kotak       

Tax Savings
ELSS (Tax Savings)

Nav : 45.096 ( -0.40%) June 21st, 2019

People currently viewing this : 1

Rank (of 245)

2

Annualized Returns(5 yrs)

14.15%

Investment Horizon

>3 Yr

Doubled Money

5yrs 3m

Returns since November 23rd, 2005

11.74%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

97.8L

Projected Maturity Amount

1.6Cr

Kotak     

Tax Savings
ELSS (Tax Savings)

Nav : 45.096 ( -0.40%) June 21st, 2019

People currently viewing this : 1

Upwardly's Take :

Over the years, ELSS funds have given the best returns out of all the tax saving instruments under 80 C like PF, FDs, ULIPs, Post office deposits, KVP etc. This fund has a lock-in for 3 years.

Ideal for medium-term to long term goals. Invest in this fund to maximize your returns for a foreseeable future.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

97.8L

Projected Maturity Amount

1.6Cr

Rank (of 245)

2

Annualized Returns(5 yrs)

14.15%

Investment Horizon

>3 Yr

Doubled Money

5yrs 3m

Returns since November 23rd, 2005

11.74%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL 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.

Basic Details
Fund House
Kotak
Launch Date
November 23rd, 2005
Expense Ratio
2.55%
Fund Category Risk
High
Std Dev (1Yr)
14.736
Std Dev (3Yr)
12.979
Std Dev (5Yr)
14.358
Asset Size
935Cr
Investment Details
Investment Plan
Growth
Return since Launch
11.74 %
Exit Load
No Exit Load
Contact Details
Fund Manager(s)
Phone No.
+91 22 66384444