Kotak Tax Saver-Scheme-Growth

Risk Profile: MODERATELY HIGH

NAV

43.458

2.4 (5.5157 %)

20-09-2019

CAGR Since Inception

11.21 %

Nifty 500 TRI

16.15 %

Funds Manager

Mr. Harsha Upadhyaya

Mr. Upadhyaya is a B.E (Mechanicial) from NIT Suratkal, PGDM from IIM Lucknow and CFA from the CFA Institute, USA. Prior to joining Kotak Mutual fund he has worked with DSP BlackRock Investment Managers Ltd. and UTI AMC.


Top 10 Stocks in portfolio (%)

Top 10 Sectors in portfolio (%)


Key Performance and Risk Statistics of Kotak Tax Saver-Scheme-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Tax Saver-Scheme-Growth 15.12 1.04 -1.08 1.12 - -
Equity: ELSS - - - - - -