EquityELSSDirect · Growth
Kotak ELSS Tax Saver Fund-Growth - Direct
Kotak Mahindra · Scheme 119773
₹140.36▼ 0.15%NAV · 2026-09-18
Decent FundScore
AUM
₹6,342 cr
Expense ratio
0.80%
3Y CAGR
13.3%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Harsha UpadhyayaExit load: Nil
Decent · 62/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓3Y CAGR: +13.3%
- ✓5Y CAGR: +13.2%
- ✓Positive 3Y windows: 98% of rolling 3Y windows positive
📉 What could drag it down
- •1Y return: +4.4%
- •Sharpe ratio: 0.59
FundScore breakdown
62/100 · Decent
Returns
Decent
Consistency
Strong
Risk-adjusted
Average
Downside protection
Average
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.