|Fund Type||Open Ended|
|Benchmark||CRISIL Liquid Fund|
|Asset Size(Cr)||791.31 (As on Feb 28, 2019)|
|Fund Manager||Harsha Upadhyaya (2.8)|
|Notes||Kotak Floater Long Term Plan renamed as Kotak Treasury Advantage Fund w.e.f. January 30, 2015|
|Min SIP Investment||1000|
|Min Addl Investment||500|
|Period||Returns(%)||Benchmark Returns (%)|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
- All the returns are calculated as against the performance of Nifty Free Float Midcap 100.
- The benchmark for the funds falling in small- and mid-cap category is Nifty Free Float Midcap 100.
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Mirae Asset Tax Saver Fund (G)||11.12%||21.52%||%|
|Motilal Oswal Long Term Equity Fund (G)||-2.51%||17.35%||%|
|HDFC Long Term Advantage Fund (G)||8.85%||16.65%||15.8%|
|IDFC Tax Advantage (ELSS) Fund (G)||-0.59%||15.72%||17.13%|
|DSP Tax Saver Fund (G)||7.15%||15.22%||17.98%|
|Period||Returns (%)||BSE 200 (%)|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
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