55
ELSS (Tax Saver)Hold
Kotak ELSS Tax Saver Gr Dir
Kotak · Direct–Growth · rank #18 of 38 by Smart Score
Trailing returns
1 Year
1.3%
+0.7% vs index
3 Years
12.9%
+0.7% vs index
5 Years
13.5%
+1.5% vs index
Since launch
15.2%
Year-by-year performance
2021
+35.0%+4.4% vs index
2022
+8.4%+4.6% vs index
2023
+25.2%-1.3% vs index
2024
+23.3%+7.7% vs index
2025
+2.9%-4.8% vs index
2026
+0.5%+2.2% vs index
Why this score
Kotak ELSS Tax Saver Gr Dir scores 55/100 — #18 of 38 ELSS (Tax Saver) fund (Hold). It stands out for expense ratio and 5y return — beating 88% of peers on expense ratio. The main drag is its sharpe ratio (better than only 39% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
Expense ratio0.84% · 88th percentile in category
5Y return13.46% · 63rd percentile in category
Fund size6196.82 Cr · 70th percentile in category
Sharpe ratio0.45 · 39th percentile in category
Alpha-0.64 · 36th percentile in category
Sortino ratio0.60 · 39th percentile in category