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Mutual Funds
 

37/100

Kotak Tax Saver - Direct Plan (G)

PLAN - Direct OPTION - Growth

43.656  0.44 (1.01%)

Nav as on Feb 23, 2018

 Watchlist  Portfolio

Crisil MF Ranking Not Ranked
Fund CategoryELSS
Fund FamilyKotak Mahindra Mutual Fund
Fund TypeOpen Ended
Investment TypeEquity
Launch DateJan 01, 2013
BenchmarkCNX 500
Asset SizeRs 67.37 cr (Feb 02, 2018)
Minimum InvstRs. 5,000
Last DividendNA
BonusNA
52 Week HighRs. 46.81 (Jan 23, 2018)
52 Week LowRs. 37.78 (Mar 02, 2017)
Fund ManagerHarsha Upadhyaya
PERFORMANCE (as on Feb 23, 2018)

returns

SchemeReturnsRank #
1 mth -6.7% 66
3 mth -2.9% 88
6 mth 3.4% 101
1 year 14.6% 91
2 years 26.0%* 50
3 years 10.6%* 46
5 years 17.4%* 52

# Moneycontrol Rank within 117 ELSS Schemes

* Returns over 1 year are Annualised

 
analysis (as on Feb 23, 2018)
Fund Returns (A) 14.6%
Category Average (B)* 18.2%
Difference (A-B) -3.6%
Benchmark returns # (C) 19.7%
Difference (A-C) -5.1%
Best Returns in category* 35.1%
Worst Returns in category* 10.1%

# Benchmark Index: CNX 500

* Fund Category: ELSS

 
Top 10 Holdings (as on Jan 31, 2018)
Equity Sector Asset%
HDFC Bank Banking/Finance 6.48%
Reliance Oil & Gas 5.36%
Larsen Engineering 4.68%
ICICI Bank Banking/Finance 3.96%
SBI Banking/Finance 3.80%
IndusInd Bank Banking/Finance 3.31%
Axis Bank Banking/Finance 2.88%
Shree Cements Cement 2.78%
GlaxoSmith Con Food & Beverage 2.68%
HDFC Banking/Finance 2.64%

TOP 5 Sector Allocation

Sector Asset %
No Sector Allocation Data Available

Asset Allocation

Assets Asset%
Equity 98.37%
Others 0.11%
Debt 0.00%
Mutual Funds N.A
Money Market 0.00%
Cash / Call 1.52%
 

Top ranked funds *****

Fund Category - ELSS

Scheme
IDFC Tax Adv. (ELSS) -Direct (G) 34.2%
IDFC Tax Advantage (ELSS)-RP (G) 32.6%
Principal Tax Savings - Direct 28.6%
Principal Tax Savings 28.2%

View all Top Ranked Funds »

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