Kotak ELSS Tax Saver-Scheme- Growth

EquityELSS (Tax Savings)
117.29
1.00(0.86%)
NAV as on 12 Dec, 2025
CAGR
14.53%3Y lock in

Top Performer

This scheme has consistently delivered the best returns in its ELSS (Tax Savings) category across .

Returns
  • AUM (Crs.)6,515.84
  • Expense Ratio1.75 %
  • Sharpe Ratio / Category Average0.66 / 0.75
  • Standard Deviation / Category Average12.63 / 13.01
  • Beta / Category Average0.92 / 0.94
  • Portfolio Turnover / Category Average20.70 / 59.59
  • Top 5 Stocks Wt.26.22
  • Top 10 Stocks Wt.40.95
  • Top 3 Sectors Wt.52.67
  • Investment StyleLarge Growth
  • Morningstar Rating

Performance

Absolute and Annualised Returns

Yearly Returns

Returns Calculator

Portfolio

Asset Allocation

  • Equity%
  • Debt%
  • Cash%
  • Derivatives%

Weightage by Market Cap

    Concentration

    • No. of Stocks--
    • Avg. Market Cap--
    • Top 10 Stocks--
    • Top 5 Stocks--
    • Top 3 Sectors--
    View Holdings

    Fundamentals

    MeasuresFundCategory Average

    Risk Metrics

    Peers

    1Y3Y5Y10Y
    Mutual FundAUM (cr.)3YReturns

    Holdings

    Stocks
    Sector

    About

    • Fund Manager(s)Check History
      Harsha Upadhyaya
    • Launch Date23 Nov, 2005
    • BenchmarkS&P BSE 500

    Objective

    The investment objective of the scheme is to generate longterm 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.

    Riskometer

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