FundLens
54
ELSS (Tax Saver)Hold

Kotak ELSS Tax Saver Gr Dir

Kotak · Direct–Growth · rank #19 / 38 Smart Score ke hisaab se

Data updated

Kotak ELSS Tax Saver Gr Dir ka score 54/100 hai — 38 mein #19 ELSS (Tax Saver) fund (Hold). Mazbooti: expense ratio (category mein 88th percentile) aur 5 saal ka return (category mein 60th percentile). Kamzori: alpha (category mein 36th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
-0.4%
+0.7% index ke muqable
3 saal
12.2%
+0.6% index ke muqable
5 saal
13.1%
+1.5% index ke muqable
Launch se
15.1%

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
-1.0%

Risk metrics

Sharpe ratio
0.41
↑ jitna zyada, utna accha
Sortino ratio
0.55
↑ jitna zyada, utna accha
Std deviation
14.37
↓ jitna kam, utna accha
Alpha
-0.68
↑ 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.