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Kotak Tax Saver-Scheme-Dividend - Direct

Category: Equity: ELSS
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: Nifty 500 TRI
Expense Ratio: 1.32% As on (31-12-2018)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 778.47 Cr As on (31-12-2018)
Turn over: 82.11%
NAV as on


CAGR Since Inception


Nifty 500 TRI 16.62%

PERFORMANCE of Kotak Tax Saver-Scheme-Dividend - Direct

Scheme Performance (%)

Data as on - 18-01-2019

Yearly Performance (%)

Fund Managers

Mr. Harsha Upadhyaya

Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA. Prior to joining Kotak Mutual fund he has worked with DSP BlackRock Investment Managers Ltd. and UTI AMC.

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-Dividend - Direct

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.



Key Performance and Risk Statistics of Kotak Tax Saver-Scheme-Dividend - Direct

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Tax Saver-Scheme-Dividend - Direct 15.12 1.15 0.45 1.12 - -
Equity: ELSS

PEER COMPARISION of Kotak Tax Saver-Scheme-Dividend - Direct

Data as on - 18-01-2019
Scheme Name Launch
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PORTFOLIO ANALYSIS of Kotak Tax Saver-Scheme-Dividend - Direct

Asset Allocation (%)

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