Investment type
Kotak ELSS Tax Saver Fund - Direct (G) is a mutual fund under the Tax Saving Funds category, managed by Kotak Mahindra Mutual Fund. It was launched on 05 Aug 1994, and has been active for over 31 years. As of 31 Mar 2025 the fund manages assets worth ₹6,266 Crores. The expense ratio is 0.63%.
This fund generated returns of 1.88% in the last 1 year. Since its inception, it has provided an average annual return of 16.52%.
The fund's investments are mainly concentrated in sectors like Banks, IT-Software, Petroleum Products, Construction and Power.
The top five holdings in this fund include prominent companies such as HDFC Bank, ICICI Bank, Infosys, Bharti Airtel and St Bk of India.
To generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time.
ELSS funds carry moderate to high risk due to their equity exposure, though they also offer tax benefits.
Yes, if you want tax savings and are willing to invest in equities with a three-year lock-in period.
The minimum is three years, but staying invested longer can help maximize returns.
No, ELSS funds have a mandatory lock-in period of three years.
Expense ratios for ELSS funds can vary from 1% to 2%, which is typical for actively managed funds.
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