Kotak Tax Saver Fund - Direct (IDCW)

Kotak Tax Saver Fund - Direct (IDCW)

Moderately HighEquityTax Saving
Not Rated
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Scheme Details

0.77%

Expense Ratio

₹5,295 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
42.04%
23.28%
20.48%
17.01%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Kotak Tax Saver Fund - Direct (IDCW)
42.04%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
99.95%
S
SBI PSU Fund - Direct (G)
99.66%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
I
ICICI Pru BHARAT 22 FOF - Direct (G)
71.75%

Holdings

Holdings
Sector Wise
ICICI Bank
6.77%
TREPS
6.67%
Infosys
5.66%
St Bk of India
5.13%
SRF
3.83%

Fund Manager

H
Harsha Upadhyaya