Kotak ELSS Tax Saver-Scheme-Growth - Direct is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Harsha Upadhyaya. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.56% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹5295 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 0% |
Lock In | 3 Years |
TurnOver | 13.34% |
Size breakup
Kotak ELSS Tax Saver-Scheme-Growth - Direct | Absolute Returns | CAGR Returns |
1 Month Returns | 3.46% | 3.46% |
6 Month Returns | 25.96% | 25.96% |
1 Year Returns | 41.32% | 41.32% |
3 Years Returns | 87.59% | 23.33% |
5 Years Returns | 158.8% | 20.95% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Kotak ELSS Tax Saver-Scheme-Growth - Direct | 8 | 4.66 | 3.39 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Kotak ELSS Tax Saver-Scheme-Growth - Direct | 0.76 | 0.83 | 0.91 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Kotak ELSS Tax Saver-Scheme-Growth - Direct | 3.19 | 1.43 | 0.88 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Kotak ELSS Tax Saver-Scheme-Growth - Direct | 8.99 | 11.56 | 17.76 |