55
ELSS (Tax Saver)Hold
Kotak ELSS Tax Saver Gr Dir
Kotak · Direct–Growth · rank #17 of 38 by Smart Score
Data updated
Trailing returns
1 Year
4.3%
+1.2% vs index
3 Years
11.9%
+0.4% vs index
5 Years
12.3%
+1.9% vs index
Since launch
15.1%
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
+0.8%+2.9% vs index
Why this score
Kotak ELSS Tax Saver Gr Dir scores 55/100 — #17 of 38 ELSS (Tax Saver) fund (Hold). It stands out for expense ratio and 5y return — beating 91% 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 ratio0.81% · 91st percentile in category
5Y return12.30% · 60th percentile in category
Fund size6274.70 Cr · 70th percentile in category
Sharpe ratio0.37 · 39th percentile in category
Alpha-0.89 · 39th percentile in category
Sortino ratio0.50 · 40th percentile in category
Top holdings
1.HDFC Bank Ltd7.08%
2.ICICI Bank Ltd5.21%
3.State Bank of India5.1%
4.Bharti Airtel Ltd3.78%
5.Tech Mahindra Ltd3.12%
52 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.