Kotak Tax Saver Fund (IDCW)

Kotak Tax Saver Fund (IDCW)

Moderately HighEquityTax Saving
Not Rated
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Scheme Details

2.23%

Expense Ratio

₹6,148 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
29.63%
19.68%
20.91%
13.87%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Kotak Tax Saver Fund (IDCW)
29.63%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
48.18%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
38.32%

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