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Kotak Tax Saver-Scheme-Growth

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Category: Equity: ELSS
Launch Date: 01-11-2005
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.18% As on (28-02-2023)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,167.04 Cr As on (28-02-2023)
Turn over: 13.87
NAV as on 24-03-2023

72.814

-0.65 (-0.8899%)

CAGR Since Inception

12.13%

NIFTY 500 TRI 15.94%

PERFORMANCE of Kotak Tax Saver-Scheme-Growth

Scheme Performance (%) Data as on - 24-03-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Tax Saver-Scheme-Growth 2.17 31.95 13.17 14.93 12.13
NIFTY 500 TRI -0.93 33.5 11.59 13.87 15.94
Equity: ELSS -0.63 29.53 10.0 14.37 11.2

Yearly Performance (%)

Nav Movement

Fund Managers

Harsha Upadhyaya

Investment Objective

The scheme aims to generate long-term capital appreciation from a diversified portfolio ofequity and equity related securities and enable investors to avail the income tax rebate, as per the prevailing tax laws.

RETURNS CALCULATOR for Kotak Tax Saver-Scheme-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Kotak Tax Saver-Scheme-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Tax Saver-Scheme-Growth 21.07 0.69 0.38 0.91 - -
Equity: ELSS - - - - - -

PEER COMPARISION of Kotak Tax Saver-Scheme-Growth

Compare SIP Compare Lumpsum
Period
Data as on - 24-03-2023
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Kotak Tax Saver-Scheme-Growth 01-11-2005 2.17 12.09 31.95 13.17 14.93
HDFC Taxsaver - Growth Plan 05-03-1996 8.52 16.52 34.54 9.59 13.33
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 6.64 13.17 33.96 11.14 13.97
Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option 05-01-2015 5.88 9.55 28.42 8.5 0.0
Taurus Taxshield - Regular Plan - Growth 31-03-1996 5.53 10.93 27.98 9.79 12.77
Parag Parikh Tax Saver Fund- Regular Growth 05-07-2019 5.14 15.18 35.2 0.0 0.0
ITI Long Term Equity Fund - Regular Plan - Growth Option 18-10-2019 3.37 3.44 25.81 0.0 0.0
Franklin India Taxshield-Growth 05-04-1999 2.53 11.16 33.53 10.46 14.19
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 1.52 7.53 29.72 8.43 0.0
Sundaram Diversified Equity (ELSS) Regular Plan - Growth 10-05-2005 0.91 10.19 30.58 8.28 12.53

PORTFOLIO ANALYSIS of Kotak Tax Saver-Scheme-Growth

Asset Allocation (%)