Kotak Tax Saver Fund (D) Equity - Tax Planning

Plan: OPEN | Option: Dividend | Harsha Upadhyaya

22 Sep 20 | 12:00 AM

17.24 -0.13 (-0.77%)

  • Outperforms

    1.11%

    Return (1Y)

    beaten Nifty 500 TRI by 3.00%

  • Less Volatile

    1.69%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -2.82%

  • Not so consistent

    4/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year Kotak Tax Saver Fund (D), has beaten by 3.00% (CAGR difference)

1.11%

Outperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Kotak Tax Saver Fund (D) is Lower than by -2.82%

1.69%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 12 Months, i.e 33.33% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition