Kotak Tax Saver Fund - Regular - Growth
13.75 %
( 3 Years Returns )
Past NAV Performance
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Fund Details
| Risk | High Risk | Minimum SIP Amount | ₹ 1000.0 |
| NAV | 106.45 ( 31-Mar-2025) | Minimum Investment | ₹ 500.0 |
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Peer Performance
| Fund | 3 Yr Return | 5 Yr Return |
 Axis Long Term Equity Fund - Growth |
9.52 % | 18.50 % |
| Kotak Tax Saver Fund - Regular - Growth |
13.75 % | 25.29 % |
 Aditya Birla Sun Life Tax Relief 96 - Growth |
10.81 % | 17.07 % |
 DSP Tax Saver Fund - Growth |
17.90 % | 28.92 % |
 Invesco India Tax Plan - Growth |
12.40 % | 23.04 % |
Additional Details
The investment objective of the scheme is 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.
Basic Details
| Fund House | Kotak Mahindra Mutual Fund |
| Inception Date | 23 Nov 2005 |
| Fund Category | Tax Saving |
| Fund Type | Open Ended |
| Investment Plan | Growth |
| Risk Category | High Risk | AUM | ₹1865.92Cr |
Investment Details
| Minimum Investment | ₹500.0 |
| Minimum Addl Investment | ₹500.0 |
| SIP Allowed | Y |
| Min SIP amount | ₹1000.0 |
| Exit Load | nil |
Contact Details
| Fund Manager | Anurag Jain,Deepak Gupta,Harsha Upadhyaya,Harsha Upadhyaya,Krishna Sanghvi,Krishna Sanghvi,Nikunj Doshi,Nitin Jain,Pankaj Tibrewal |
