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How has Kotak Tax Saver Fund performed?
The fund has lagged behind peers over the past decade. With a 10-year return of 9.55%, the fund has lagged behind the category (11.57%), but has managed to outperform the benchmark index (8.8%).
This tax-saving fund has been rather inconsistent in its performance in recent years, lagging behind peers in its category. The fund’s distinct large-cap bias may be partly responsible for this, as peers have benefited from higher mid-cap exposure. However, the Kotak Tax Saver Fund has ramped up its mid-cap presence over the past year. The fund is reasonably diversified with healthy exposure in its top picks—mostly index heavyweights.
The fund manager is comfortable taking high active positions in lesser-known stocks as well. Barring its heavy overweight stance in construction space and underweight position in automobiles, its sector positioning is in line with the index. With more proven performers in this segment, the fund needs a substantial improvement in return profile to be considered a worthy pick.
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