Kotak ELSS Tax Saver Fund Direct growth

Equity • ELSS (Tax Savings) • Direct growth

Top rated fund from 229 ELSS (Tax Savings)
Top rated fund
Credit Rating
Tax benefits
80C tax exemptions

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

ELSS (Tax Savings)

Direct growth

Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
3 years
NAV
as of 24 Sep 2025
₹135.9
-0.0944% (-0.10)
AUM
₹6,201 Cr
Expense ratio
0.62%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold anytime

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

30.01%
Industrials

Industrials

12.93%
Consumer Cyclical

Consumer Cyclical

10.96%
Technology

Technology

10.37%
Basic Materials

Basic Materials

9.98%

Fund House

Kotak Mahindra

Kotak Mahindra

Inc: 29 Dec 1998 • Total AUM: ₹4,68,258 Cr • Rank #4
Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.

Fund Managers

Harsha Upadhyaya

Experience: 13.13 yrs • Total AUM: 5,51,312 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.