FundLens
59
ELSS (Tax Saver)Hold

Kotak ELSS Tax Saver

Kotak · Direct–Growth · rank #16 / 38 Smart Score ke hisaab se

Data updated

Kotak ELSS Tax Saver ka score 59/100 hai — 38 mein #16 ELSS (Tax Saver) fund (Hold). Mazbooti: 5 saal ka return (category mein 75th percentile) aur expense ratio (category mein 91th percentile). Kamzori: alpha (category mein 39th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
-5.0%
+2.1% index ke muqable
3 saal
9.6%
+0.5% index ke muqable
5 saal
10.4%
+2.6% index ke muqable
Launch se
14.4%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
35.0%
2022
8.4%
2023
25.2%
2024
23.3%
2025
2.9%
2026
-4.8%

Risk metrics

Sharpe ratio
0.26
↑ jitna zyada, utna accha
Sortino ratio
0.35
↑ jitna zyada, utna accha
Std deviation
14.49
↓ jitna kam, utna accha
Alpha
-0.80
↑ jitna zyada, utna accha
Beta
0.98
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.