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Kotak ELSS Tax Saver Fund (G) Equity - Tax Planning

Plan: OPEN | Option: Growth | Harsha Upadhyaya

13 May 25 | 12:00 AM

111.66 -0.59 (-0.52%)

  • Underperforms

    5.84%

    Return (1Y)

    underperformed Nifty 500 TRI by -4.08%

  • Less Volatile

    1.08%

    Standard Deviation (1Y)

    Lower Equity - Tax Planning by -0.11%

  • Not so consistent

    6/12

    Months

    Has beaten Equity - Tax Planning

  • Value research rating

Stock Composition

NAV

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Kotak ELSS Tax Saver Fund (G), has beaten by -4.08% (CAGR difference)

5.84%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Kotak ELSS Tax Saver Fund (G) is Lower than by -0.11%

1.08%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It beaten its benchmark, Equity - Tax Planning

Consistency Meter

JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10010
JavaScript chart by amCharts 3.20.9Kotak ELSS Tax Saver Fund (G) Nifty 500 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-4-202
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 26 Stocks beating the benchmark 29 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition