TAX SAVINGS AND WEALTH CREATION

One sure shot benefit of investing in an ELSS fund is tax saving, however, we tend to overlook a bigger opportunity i.e. Wealth Creation. Invest in ELSS today and enjoy the dual benefits of tax saving and wealth creation.

HOW ELSS IS BETTER?
enjoy_dual_benefit

Enjoy dual benefit of tax saving and capital appreciation

short_lock

Short lock-in period of 3 years

professional_found

Professional fund managers who help in earning potential returns

invest_in_elss

Invest in ELSS through SIP or Lumpsum based on your flexibility and convenience

WHY EQUITY LINKED SAVING SCHEME (ELSS)?

An Equity Linked Savings theme (ELSS) is a Mutual Fund scheme that doesn't just save tax under section (u/s) 80C of the Income Tax Act, 1961, but also gives you an opportunity for wealth creation.

Investment type

return

Returns

lock_in_period

Lock-In-period

type_of_return

Type Of return


ELSS

13.50%

3 YEARS

MARKET LINKED

Fixed Deposit

5.30%

5 YEARS

FIXED

Disclaimer: The above comparison has been given for the purpose of the general information only. Investments in mutual funds should not be construed as a guarantee of any minimum returns. ELSS invests in equity and there is no capital protection guarantee or assurance of any return in mutual fund investment.Read More

CREATE WEALTH WHILE SAVING TAX

Your current annual salary

CREATE WEALTH WHILE SAVING TAX

Your current annual salary

LET'S CALCULATE YOUR GAIN

If you would have invested

in Kotak Tax Saver fund

Since inception, it would have become

₹ 10,29,600
ie 13.50% CAGR

If you would have invested

in Kotak Tax Saver fund

Since inception, it would have become

₹ 10,29,600 ie 13.50% CAGR

Disclaimer: * The individual is assumed to earn a taxable income of more than ₹5 Crore. The effective tax rate is 30% marginal tax + 37% surcharge on the tax rate + 4% Health and Education cess = 42.74% i.e. highest marginal tax bracket. Read More

© Kotak Mutual Fund.2024
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
© Kotak Mutual Fund.2024
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
© Kotak Mutual Fund.2024
Mutual fund investments are subject to market risks, read all scheme related documents carefully.