Riskometer
Riskometer
Value Research Rating
As on 29-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Kotak Tax Saver Regular Plan
|
Very High
|
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1.81 |
|||
Very High
|
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1.61 |
||||
Very High
|
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1.70 |
||||
Very High
|
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1.69 |
||||
Very High
|
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1.75 |
1 min read
1 min read
1 min read•By News Desk
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
Company | Percentage of Portfolio |
---|---|
5.92
|
|
5.14
|
|
4.29
|
|
3.98
|
|
3.97
|
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
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
20.03%
|
24.72%
|
16.56%
|
14.31%
|
17.91%
|
12.90%
|
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%.
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