Kotak ELSS Tax Saver Fund

GrowthEquity ELSS Fund

115.288

18.21%

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Total investment 36,000

Total Value Gain Return %
This Fund

45,362

9,362

15.61%

Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

  • 5,411.91 Cr.

  • Growth

  • 1.8%

  • Equity- ELSS Fund

  • NIFTY 500 TRI

  • 01 Nov 2005

  • Kotak Mahindra Mutual Fund know more

Fund Managed By

Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 27.06% 27.06% 27.06% 42.42% 29.62% 28.17% 29.52% 19.86%
Category Average 0.02% 6.45% 8.00% 2.34% 18.32% 18.68% 21.45% 13.31%
Kotak ELSS Tax Saver Fund -0.36% 5.56% 6.64% -1.55% 16.71% 18.21% 21.61% 13.63%
Motilal Oswal Long Term Equity Fund 1.35% 13.88% 10.97% 8.87% 29.62% 28.17% 26.34% 16.38%
SBI ELSS Tax Saver Fund -0.44% 5.52% 6.84% 1.16% 25.04% 26.27% 26.13% 14.12%
HDFC ELSS Tax Saver Fund -0.74% 4.14% 10.57% 5.46% 23.61% 23.75% 25.22% 13.40%
ITI ELSS Tax Saver Fund -1.98% 8.36% 12.16% -0.18% 23.43% 22.77% 20.95% -
HSBC ELSS Tax Saver Fund 0.08% 8.61% 8.43% 10.57% 24.25% 21.47% 22.65% 13.24%

Fund Portfolio Details

Equity 98.54%

Debt 0.00%

Others 1.46%

Top Equity Holdings

Name of the EquityHolding Percentage
HDFC Bank Ltd 9.60%
INFOSYS LTD. 5.61%
ICICI Securities Ltd 4.22%
TECH MAHINDRA LTD. 3.71%
STATE BANK OF INDIA 3.44%
Others 73.42%

Allocation by Sector

Name of the SectorHolding Percentage
Financial Services 28.72%
Financial 22.63%
Information Technology 13.69%
Automobile 12.74%
Consumer Staples 9.91%
Others 12.31%

Portfolio Holdings shown is as of 28 Feb 2025

Riskometer

Investors understand that their principal
will be at Very High risk