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Jama - Kotak Tax Saver Scheme


Kotak Tax Saver Scheme

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Equity_Equity Linked Savings Scheme
NAV : 81.068
(+0.25199999999999534
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)
AUM : ₹1,227 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.5%9.57%1.15%3.1%27.93%18.67%14.07%



NAV History



Expense Ratio Trends


Fund Details

An open-ended equity linked saving scheme with a statutory lock in of 3 years and tax benefits
NAV81.068
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio71.0%
Exit Load : Not Applicable


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,00,572₹1,00,237₹335
After 1 year₹1,03,101₹1,01,718₹1,383
After 3 years₹1,67,116₹1,60,694₹6,422
After 20 years₹30,67,484₹23,62,290₹7,05,194

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 18.67% Past 3 yr Data




Fund Objective:
The investment objective of the scheme is to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time however, there is no assurance that the objective of the scheme will be realized.
Fund Manager:
Harsha Upadhyaya