Kotak Tax Saver-Scheme-Growth - Direct

Kotak Tax Saver-Scheme-Growth - Direct of Kotak Mahindra Mutual Fund has asset class type as ELSS. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

1.38

Age

NA Years

Fund Manager

Harsha Upadhyaya

AuM (Rs Crores)

743.2049

Asset Class

ELSS

Net Asset Value:

43.393

Rating

2

Bench Mark

Nifty 500 TRI

Fund Type

ELSS

SEBI Category

ELSS

Turnover Ratio(Monthly)

79.19%

Fund Manager Details:

Harsha Upadhyaya (B.E,Mechancial from Rec, suratkal. PGDM form IIM from Lucknow. CFA institute, USA. Harsha began his career with Essar steel as an engineer and moved on to pursue higher studies. After completion of PGDM, he joined uti in 1996 and worked as an equity analyst tracking various sectors for over three years. Before his second stint with UTI Mutual Fund starting april 26, harsha gained considerable experience on indian equity markets working as research analyst in local and foreign broking houses; he has also gained valuable experience in the areas of business analysis and finance working at Reliance Industries and Reliance energy.

Objective:

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.

Top Holdings:

  • Banks (19.23)
  • Finance (9.8)
  • IT - Software (8.38)
  • Cement (8.21)
  • FMCG (7.91)
  • Refineries (7.13)
  • Gas Distribution (5.23)
  • Infrastructure Developers & Operators (4.15)
  • Consumer Durables (2.84)
  • Capital Goods-Non Electrical Equipment (2.54)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition