60
ELSS (Tax Saver)Hold
Kotak ELSS Tax Saver
Kotak · Direct–Growth · rank #15 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-2.5%
+2.2% vs index
3 Years
10.0%
+0.6% vs index
5 Years
10.6%
+2.7% vs index
Since launch
14.6%
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
-2.6%+3.4% vs index
Why this score
Kotak ELSS Tax Saver scores 60/100 — #15 of 38 ELSS (Tax Saver) fund (Hold). It stands out for 5y return and expense ratio — beating 78% of peers on 5y return. The main drag is its alpha (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.
5Y return10.63% · 78th percentile in category
Expense ratio0.83% · 91st percentile in category
Fund size6053.94 Cr · 70th percentile in category
Sharpe ratio0.24 · 42nd percentile in category
Alpha-0.66 · 39th percentile in category
1Y return-2.46% · 62nd percentile in category
Top holdings
1.HDFC Bank Ltd7%
2.ICICI Bank Ltd5.01%
3.State Bank of India4.98%
4.Bharti Airtel Ltd3.47%
5.Zomato Ltd3.16%
53 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.