
Kotak ELSS Tax Saver Fund(G)-Direct Plan
+12.15%
5Y annualised
+12.15%
5Y annualised
-0.78% 1D
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Buy, Hold or Sell?
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NAV : 09 Sep 2026
₹138.10
Min. SIP amount
₹500
Fund size (AUM)
6341 Cr
Expense ratio
0.62%
Launched on
01 Jan 2013
Lock-in period
3Y
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 09 Sep 2026
₹138.10
Min. SIP amount
₹500
Fund size (AUM)
6341 Cr
Expense ratio
0.62%
Launched on
01 Jan 2013
Lock-in period
3Y
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
66.58%
Mid Cap
23.29%
Small Cap
9.61%
Others
0.52%
Sector Allocation
Bank
23.60%
Automobile & Ancillaries
7.88%
Finance
6.05%
Crude Oil
6.01%
Infrastructure
5.39%
Healthcare
5.31%
Telecom
4.64%
It
4.60%
Others
36.52%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
If units sold on or before 0
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Harsha Upadhyaya
Present
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FAQs
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