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BSE - Delayed Quote INR

Kotak ELSS Tax Saver Reg Gr (0P00005WUL.BO)

110.67
+0.19
+(0.17%)
At close: April 30 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return -4.07%
5y Average Return 23.79%
Number of Years Up 15
Number of Years Down 4
Best 1Y Total Return (Apr 29, 2025) 56.61%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 56.61%
Worst 3Y Total Return -1.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00005WUL.BO
Category
YTD
-7.73%
0.00%
1-Month
7.50%
0.00%
3-Month
-7.73%
0.00%
1-Year
4.60%
0.00%
3-Year
13.75%
0.00%
5-Year
25.29%
0.00%
10-Year
12.99%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00005WUL.BO
Category
2025
--
--
2024
21.83%
--
2023
23.62%
--
2022
6.92%
--
2021
33.24%
--
2020
14.95%
--
2019
12.67%
--
2018
-3.80%
--

2017
33.76%
--
2016
7.46%
--
2015
1.48%
--
2014
56.61%
--
2013
-6.25%
--
2012
36.25%
--
2011
-26.03%
--
2010
19.93%
--
2009
74.99%
--
2008
-59.38%
--
2007
64.74%
--
2006
36.21%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.73% -- -- --
2024 7.47% 13.98% 5.65% -5.86%
2023 -3.43% 10.98% 6.44% 8.37%
2022 0.94% -9.96% 11.80% 5.22%
2021 9.88% 10.01% 8.41% 1.66%
2020 -26.29% 19.04% 9.81% 19.30%
2019 5.69% 4.12% -3.54% 6.14%
2018 -7.73% 1.23% 0.66% 2.32%
2017 16.16% 3.33% 2.34% 8.89%
2016 -3.81% 8.22% 9.62% -5.83%

2015 6.11% -0.80% -1.76% -1.87%
2014 5.83% 19.59% 9.42% 13.08%
2013 -9.48% -1.77% -6.16% 12.36%
2012 17.06% 0.81% 9.13% 5.81%
2011 -7.92% -0.24% -11.75% -8.76%
2010 2.60% 3.62% 14.20% -1.22%
2009 -4.27% 47.41% 18.38% 4.76%
2008 -30.34% -17.86% -7.26% -23.45%
2007 -2.70% 18.90% 9.98% 29.48%
2006 24.43% -19.46% 13.91% 19.32%

Rank in Category (By Total Return)

YTD 65
1-Month 26
3-Month 65
1-Year 68
3-Year 51
5-Year 51

Load Adjusted Returns

1-Year 4.60%
3-Year 13.75%
5-Year 25.29%
10-Year 12.99%

Performance & Risk

YTD Return -4.07%
5y Average Return 23.79%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Kotak Mahindra Asset Management Co Ltd
Net Assets 3.91B
YTD Return -7.73%
Yield 0.00%
Morningstar Rating
Inception Date Nov 23, 2005

Fund Summary

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