Kotak ELSS Tax Saver Fund-Payout of Income Distribution cum capital withdrawal option - Direct

Kotak · ELSS

High

₹57.00

Current NAV

25 Jun 2026

13.9%

1Y Return

12.9%

3Y CAGR

14.9%

5Y CAGR

Watchlist

Highly cost-efficient with a low expense ratio of 0.49%.
Professionally managed by an established fund house with experienced fund managers.
Well-diversified portfolio aligned with the ELSS mandate.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Systematic investments (SIP) for long-term target goal-based planning.

Short-term goals (under 3 years) where preserving the capital is the main priority.
Short-term trading or speculative investment horizons.

Risk Profile: High Risk

Low Moderate High Very High

0.89

Sharpe Ratio

0.79

Beta

-0.61

Alpha

1.06

Sortino

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