59
ELSS (Tax Saver)Hold
Kotak ELSS Tax Saver Gr Dir
Kotak · Direct–Growth · rank #15 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-0.3%
+1.8% vs index
3 Years
10.7%
+0.9% vs index
5 Years
11.7%
+2.2% vs index
Since launch
14.9%
Year-by-year performance
2021
+35.0%+4.4% vs index
2022
+8.4%+4.6% vs index
2023
+25.2%-1.3% vs index
2024
+23.3%+7.7% vs index
2025
+2.9%-4.8% vs index
2026
-0.6%+3.0% vs index
Why this score
Kotak ELSS Tax Saver Gr Dir scores 59/100 — #15 of 38 ELSS (Tax Saver) fund (Hold). It stands out for expense ratio and 5y return — beating 93% of peers on expense ratio. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
Expense ratio0.80% · 93rd percentile in category
5Y return11.68% · 69th percentile in category
Fund size6383.52 Cr · 70th percentile in category
1Y return-0.33% · 64th percentile in category
3Y return10.70% · 53rd percentile in category
Sharpe ratio0.29 · 46th percentile in category
Top holdings
1.HDFC Bank Ltd6.66%
2.ICICI Bank Ltd5.24%
3.State Bank of India5.23%
4.Bharti Airtel Ltd3.41%
5.Zomato Ltd3.08%
52 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.