NSE ScannerKotak Mahindra Mutual Fund · Equity · ELSS (Tax Saver) · Direct plan
Kotak ELSS Tax Saver Fund - Direct Plan - Growth
₹132.516NAV on 30 Oct 2026Expense ratio 0.85%
29 Oct 2025NAV low 120.75 · high 141.27-4.8%
In plain words
Over 3 years it returned +10.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -19.6%.
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 | -1.5% | +1.9% |
| 3 months | -4.5% | -5.1% |
| 6 months | -0.0% | -3.2% |
| 1 year | -4.3% | -10.2% |
| 3 years (yearly) | +10.8% | +7.4% |
| 5 years (yearly) | +10.8% | +6.5% |
| 10 years (yearly) | +13.7% | +11.3% |
| Since start (yearly) | +14.5% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,413 | -3.5% |
| 3 years | ₹3,60,000 | ₹3,75,609 | +2.6% |
| 5 years | ₹5,90,000 | ₹7,38,125 | +8.8% |
| 10 years | ₹11,90,000 | ₹24,31,017 | +13.6% |
Other plan of this fund: Kotak ELSS Tax Saver Fund - Regular Plan - Growth