Kotak Tax Saver Regular Plan

Kotak Tax Saver Regular Plan is mandated to invest at least 80 per cent of its assets in equity stocks. It offers tax exemption under Section 80C of the Indian income tax laws. As per this section, investments of up to Rs 1.5 lakh in a financial year in eligible securities are exempt from tax.

Mutual funds can be bought directly from the website of the fund house. For instance, Kotak Tax Saver Regular Plan fund can be purchased from the website of Kotak Mahindra Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Kotak Tax Saver Regular Plan is ₹87.3820 as of 30-Sep-2023.

The AUM of Kotak Tax Saver Regular Plan Fund is ₹4,089 Cr as of 31-Aug-2023

The riskometer level of Kotak Tax Saver Regular Plan is Very High. See More

As of 31-Aug-2023, Kotak Tax Saver Regular Plan had invested 98.63% in Equity and 1.37% in Cash & Cash Eq. See More

Kotak Tax Saver Regular Plan is 17 years 10 months old. It has delivered 12.90% returns since inception. See More

The minimum SIP amount of Kotak Tax Saver Regular Plan is ₹500.

Yes, There is lock in period in Kotak Tax Saver Regular Plan.

The expense ratio of Kotak Tax Saver Regular Plan is 1.81%.