Kotak Tax Saver Review

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Kotak Tax Saver Review

About Kotak Mutual Fund  

Kotak Mahindra Group was established in 1985 and is one of the leading financial institutions conglomerates in India. The company is present is 80 cities with 84 branches; also, Kotak mutual fund was the foremost in the country to launch a dedicated investing scheme only in government securities. Kotak mutual fund offers schemes that caters the needs of the investors, precisely, varying risks, return profiles, and being the first fund house to launch the gilt scheme. They have happily gained trust of more than 10 lac investors.  

Kotak mutual funds do offer some of the amazing benefits. Take a look: 

  • The experienced team does all the seasoned analytics research before finalizing the best mutual funds for the investors. 
  • From market trends to portfolio quality, everything is studied before investing. The professional advice is what Kotak brings in. 
  • Get a single statement for your investments in demat holdings, mutual funds, and more.  
  • Their customized investment specialists are right there at every step, thus putting in the best solutions for you. Kotak mutual fund customer care is right on at every service.  

About Kotak Tax Saver Fund 

It is an open-ended ELSS that focus on wealth creation alongside with tax-benefit. This fund invests primarily in equity & equity-related securities without being biased by market-capitalization. It has a lock-in-period of 3 years. However, this fund does not guarantee assured returns because of market risks.  

Statistics of Kotak Tax Saver Fund 

  • Inception/Launch DateThe fund was launched on 23rd November 2005 by Kotak Mahindra Mutual Fund. 
  • Risk LevelIt is a moderately high-risk bet 7 is suitable for investors who have an investment horizon of 5-years and more.  
  • RedemptionRedemption of units can be made only after the lock-in-period of 3 years from the date of units allotted.  
  • Fund ManagerSince August 2015, the fund has been managed by Harsha Upadhyaya.  
  • Entry and Exit LoadNothing is charged by the fund house. 

Are you looking to invest? Open an account with Gulaq and start investing in Direct Mutual Funds with ZERO commission.   

Fund Summary 

Kotak Tax Saver Summary

Kotak Tax Saver Top Holdings

Kotak Tax Saver top holdings

 How to Invest kotak tax saver with Gulaq? 

 Investing in kotak tax saver (https://customer.gulaq.com/mutual-fund/kotak-tax-saver-fund-direct-plan-growth ) is not a bad idea; and with Gulaq the process is simplified with just a few clicks. The investor can filter her requirements in accordance with goals, returns, risks, and horizons. Once sorted, the investor can hop on to Gulaq and start investing. Precisely, an economical platform. Also, KYC is FREE with gulaq 


*Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.

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