Kotak Tax Saver Fund

Mutual Fund

By Rajendra Mar 13, 2023 image source -kotak MF Scheme Analysis

Top 5 Holding

ICICI Bank SBI Axis Bank ITC Maruti 7.02 4.95 4.80 4.16 4.08 Total - 25.01

Investment Strategy

Bottom up stock picks supplemented by top-down thematic overlay Investment across cap ranges

Financial Services

31.38 18.42 10.73 9.97 4.54

Portfolio Construction

Flexible to move across market cap High quality companies at reasonable valuation

Scheme Performance

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SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 28 Feb. 2023 1 Year 3 Year 5 Year 12,362 46,245 87,990 5.66% 16.99% 15.32% Monthly SIP of 1,000

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Mutual Fund

Kotak tax saver fund

Category

Inception

Benchmark

AUM - 13,529 Cr

Fund Manager

Harsha Upadhyaya