Changes time to time
NAV as on 11th Dec, 2018
|NIFTY 500 TRI||-5.64||-1.11||-7.78||-3.00||12.63||14.04||16.15|
As on Dec 11, 2018
|Risk Measures (%)||Mean||Std Dev||Sharpe||Sortino||Beta||Alpha|
|NIFTY 500 TRI*||11.06||15.17||0.31||0.48||-||-|
As on Nov 30, 2018. *As on Oct 31, 2018
Kotak Tax Saver Fund is an open-ended ELSS Fund. This fund is managed by 23rd November 2005. Kotak Tax Saver Fund was launched on 23rd November 2005. The benchmark of this fund is NIFTY 500. The exit load is NIL in Kotak Tax Saver Fund. The minimum investment amount is five hundred for this fund. The AUM of this fund is 518.5 Cr. As it is an ELSS Fund so this fund invests in equity so risk of this fund is moderately high. You also can get the tax benefit under section 80C, which can be up to Rs. 1.5lakh. Kotak Tax Saver Fund has 98.82% investment in Indian Stocks of which 60.5% is in large cap stocks, 24.38% is in mid cap stocks, and 11% is in small cap stocks.