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Kotak ELSS Tax Saver Fund

Growth

EquityEquity Linked Savings Scheme (ELSS)

Large-size FundAssets Under Mgmt: ₹ 6,148 Cr

Very High RiskPrinciple investment will be at very high risk

132.261.58% (+2.06)

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EquityEquity Linked Savings Scheme (ELSS)

Large-size FundAssets Under Mgmt: ₹ 6,148 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.61	15.64	1.63

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.42	15.10	1.53

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
Growth	3 yrs	0.00% Nil

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 500 Initial: ₹ 500 Incremental: ₹ 500

BenchmarkBenchmark
NIFTY 500 - TRI

About Equity Linked Savings Scheme (ELSS)

Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.

Peers & Comparison

Comparing 3 mutual funds from
EquityEquity Linked Savings Scheme (ELSS)

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
Kotak ELSS Tax Saver Fund	31.25%	18.09%	17.05%
Axis ELSS Tax Saver Fund	25.72%	8.31%	17.73%
SBI Long Term Equity Fund	41.95%	24.44%	17.41%
Mirae Asset ELSS Tax Saver Fund	28.37%	15.21%	20.30%

Price Comparison

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Kotak ELSS Tax Saver Fund

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AMC Profile

Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.

No.of Schemes
75
Total AUM
₹ 4,70,812.52 Cr.

Fund Manager Profile

Harsha Upadhyaya

AUM: ₹91,958.64 Cr.

Exp: 18yrs

Qualification

B.E, Mechancial from REC, Suratkal, PGDM from IIM, Lucknow & CFA charter conferred by the CFA Institute, USA

Past Experience

Mr. Harsha Upadhyaya, is Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal, Post Graduate in Management (Finance) from Indian Institute of Management, Lucknow and Chartered Financial Analyst from the CFA Institute. Harsha has 18 years of rich experience spread over Equity Research and Fund Management.

Tax Implications

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Investment frequency

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Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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