HU
Harsha UpadhyayaFund Manager Since 25 Aug 2015
EquityELSS (Tax Savings)
Kotak ELSS Tax Saver-Scheme-Growth - Direct
3Y Annualised
15.49%
-0.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.80%
-0.01% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 10 months
NIFTY 50
6 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹5586.77 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal ELSS Tax Saver Fund Direct Plan Growth
11.31%
2nd
Motilal Oswal ELSS Tax Saver Fund Regular Plan Growth
11.20%
3rd
Motilal Oswal ELSS Tax Saver Direct Plan Payout of Income Distribution cum capital wdrl
10.91%
4th
Motilal Oswal ELSS Tax Saver Fund Regular Plan Payout of Income Distribution cum capital wdrl
10.81%
5th
Aditya Birla Sun Life Tax Pln Direct Plan Pyt of Inc Dis cum Cap Wdrl
9.82%
146th
Kotak ELSS Tax Saver-Scheme-Growth - Direct
4.80%
Fund Managers
About Kotak ELSS Tax Saver-Scheme-Growth - Direct
Kotak ELSS Tax Saver-Scheme-Growth - Direct is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. Kotak ELSS Tax Saver-Scheme-Growth - Direct has ₹5586.77 Cr worth of assets under management (AUM) as of Fri Apr 17 2026. The latest Net Asset Value (NAV) of Kotak ELSS Tax Saver-Scheme-Growth - Direct as of Thu Apr 16 2026 is ₹132.591. The fund has an expense ratio of 0.62%, which is medium comparable to most other Equity funds.
Kotak ELSS Tax Saver-Scheme-Growth - Direct returns for the last 1 year are 6.13%. Since launch, it has delivered 15.16% average annual returns.
The Kotak ELSS Tax Saver-Scheme-Growth - Direct has the majority of its money invested in Financial Services, Communication Services, Technology, Utilities, Consumer Defensive, Consumer Cyclical sectors.
Top 5 Holdings of Kotak ELSS Tax Saver-Scheme-Growth - Direct.
- HDFC Bank Ltd: 7.86%
- State Bank of India: 5.52%
- ICICI Bank Ltd: 4.96%
- Bharti Airtel Ltd: 3.88%
- Tech Mahindra Ltd: 3.34%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak ELSS Tax Saver-Scheme-Growth - Direct
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Kotak ELSS Tax Saver-Scheme-Growth - Direct
EquityELSS (Tax Savings)
3Y CAGR
15.49%
expense ratio
0.62%
fund size
₹5586.77 Cr
Kotak Medium Term Direct Growth
Fixed IncomeMedium Duration
3Y CAGR
8.91%
expense ratio
0.67%
fund size
₹1976.93 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
