Kotak Tax (India) Fund

Kotak Tax is trading at 74.95 as of the 18th of September 2021; that is No Change since the beginning of the trading day. The fund's open price was 74.949997. Equity ratings for Kotak Tax Saver are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of July 2021 and ending today, the 18th of September 2021. Click here to learn more.

Kotak Tax Fund Profile

The investment objective of the scheme is to generate longterm 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. Kotak Tax is traded on Bombay Stock Exchange in India. more on Kotak Tax
Kotak Tax Saver is not yet fully synchronised with the market data
The fund holds 98.33% of its total net assets in equities
Legal NameKotak Tax Saver
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Kotak Tax's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Not RatedOvervalued
Beta In Three Year0.97
Startdate25th of August 2015
Kotak Tax Saver [0P0000XV6Q] is traded in India and was established 18th of September 2021. The fund is listed under ELSS (Tax Savings) category and is part of Kotak Mahindra Asset Management Co Ltd family. Kotak Tax Saver presently has accumulated 3.91 B in total net assets with minimum initial investment of 500.
Check Kotak Tax Probability Of Bankruptcy

Kotak Tax Against Markets

Picking the right benchmark for Kotak Tax fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Kotak Tax fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Kotak Tax is critical whether you are bullish or bearish towards Kotak Tax Saver at a given time.

View Currently Related Equities

One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Kotak Tax fund to make a market-neutral strategy. Peer analysis of Kotak Tax could also be used in its relative valuation, which is a method of valuing Kotak Tax by comparing valuation metrics with similar companies.
Please continue to Trending Equities. Note that the Kotak Tax Saver information on this page should be used as a complementary analysis to other Kotak Tax's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

Other Tools for Kotak Fund

When running Kotak Tax Saver price analysis, check to measure Kotak Tax's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Kotak Tax is operating at the current time. Most of Kotak Tax's value examination focuses on studying past and present price action to predict the probability of Kotak Tax's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Kotak Tax's price. Additionally, you may evaluate how the addition of Kotak Tax to your portfolios can decrease your overall portfolio volatility.
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