TickerKhojKotak Mahindra Mutual Fund · Equity · ELSS (Tax Saver) · Regular plan
Kotak ELSS Tax Saver Fund - Regular Plan - Growth
₹113.432NAV on 2 Nov 2026Expense ratio 1.96%
29 Oct 2025NAV low 102.27 · high 119.17-5.9%
In plain words
Over 3 years it returned +9.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -20.0%.
On 3-year return it ranks 18 of 37 funds in ELSS (Tax Saver).
A monthly SIP over 10 years ended ₹1,78,735 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.6% | +1.9% |
| 3 months | -4.8% | -5.1% |
| 6 months | -0.6% | -3.2% |
| 1 year | -5.4% | -10.2% |
| 3 years (yearly) | +9.5% | +7.4% |
| 5 years (yearly) | +9.5% | +6.5% |
| 10 years (yearly) | +12.2% | +11.3% |
| Since start (yearly) | +10.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,603 | -4.6% |
| 3 years | ₹3,60,000 | ₹3,68,492 | +1.4% |
| 5 years | ₹5,90,000 | ₹7,13,594 | +7.4% |
| 10 years | ₹11,90,000 | ₹22,52,282 | +12.2% |
Other plan of this fund: Kotak ELSS Tax Saver Fund - Direct Plan - Growth