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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹6,301 Cr
Lock In Period
3 Years
Expense Ratio
1.76
Benchmark
NIfty 500 Total Return
Exit Load
Nil
Summary
Latest details for Kotak ELSS Tax Saver Fund Growth include a ₹110.076 NAV as of Mar 11,2026 and returns since inception of 49.24%. Minimum investments start at SIP ₹500. The Kotak ELSS Tax Saver Fund Growth AUM is ₹6,301 Cr, with a lock-in of 3 Years years, expense ratio of 1.76%, and benchmark NIfty 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -5.77% returns, against a category average of -1.03% and a category best of 4.38%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.77 | -1.03 | 4.38 |
| 6M | -3.41 | 1.88 | 20.20 |
| 1Y | 10.21 | 6.66 | 36.07 |
| 3Y | 14.28 | 16.02 | 97.35 |
Portfolio Analysis
- Equity: 99.47%
- Debt: 0.53%
- Others
As on: 2026-01-31
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About Fund
Kotak ELSS Tax Saver Fund Growth managed by Kotak Mahindra Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹6,301 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.76. Under the expert guidance of Harsha Upadhyaya ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundParag Parikh ELSS Tax Saver Fund Growth | 5 | 5720.71 CR | 1.72 |
| This FundAditya Birla Sun Life Tax Plan Growth | 1 | 314.6 CR | 1.55 |
| This FundKotak ELSS Tax Saver Fund Growth | 3 | 6301.13 CR | 1.76 |
| This FundSBI ELSS Tax Saver Fund Growth | 5 | 31861.52 CR | 1.57 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundParag Parikh ELSS Tax Saver Fund Growth | 3.0511 | 48.6871 |
| This FundAditya Birla Sun Life Tax Plan Growth | -4.1574 | 48.9182 |
| This FundKotak ELSS Tax Saver Fund Growth | 10.2097 | 49.2427 |
| This FundSBI ELSS Tax Saver Fund Growth | 7.9403 | 80.9869 |
FAQs
Kotak ELSS Tax Saver Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak ELSS Tax Saver Fund Growth is 1.76. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak ELSS Tax Saver Fund Growth’s fund performance is as follows:
- 1 Month : -5.77%
- 6 Months : -3.41%
- 1 Year : 10.21%
- 3 Years : 14.28%
You can invest in Kotak ELSS Tax Saver Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak ELSS Tax Saver Fund Growth is ₹6,301 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak ELSS Tax Saver Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500