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Kotak Tax Saver Fund

An open-ended equity linked saving scheme that helps you save tax under Section 80C of Income Tax Act and aims
to generate long-term capital appreciation.

Of all the number of investment options that can give you tax-saving benefits, ELSS could play a role of an efficient tax

saving instrument from the view point of a working professional. It is considered to be an ideal tax saving instrument
offering potential capital appreciation along with tax benefits with the shortest lock-in period of
3 years. Investors can also avail SIP facility to spread out the period of investment over a long
period of time and utilize it to average the cost, which can reduce the tax incidence and may
garner competitive returns.

A Diversified Equity Fund

The fund follows a flexicap approach and it is not biased by market capitalization.

Offers Tax Benefits
Investments made in ELSS are eligible for a Tax Deduction of up to 1.5 lakh
under Section 80C of Income Tax Act. This benefit attracts new as well
Meet the Fund Manager
as experienced investors. Mr. Harsha Upadhyaya
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Gateway to Equity
New to equity? ELSS can be an apt option to get Mr. Harsha Upadhyaya heads the equity desk at

yourself exposed to equity & the power of compounding. Kotak Mahindra Asset Management Company.
Harsha has over two decades of experience, spread
Lowest Lock-in across equity research and fund management.
There is a mandatory lock-in period for all major tax saving He completed his Bachelor of Engineering

investment schemes and plan. However, ELSS has the (Mechanical) from National Institute of Technology,
lowest lock-in period of just 3 years that is enough time to Surathkal, and holds a Post Graduate
instill discipline. Diploma in Management (Finance) from Indian
Institute of Management, Lucknow. He also holds
Comprehensive Investment Strategy Chartered Financial Analyst charter from the CFA
Emphasis on bottom-up stock selection with top-down Institute, US.
thematic overlay helps identify stock opportunities.

Kotak Tax Saver Fund
(An open-ended equity linked saving scheme with a statutory lock-in of 3 years and tax benefits)

Suitable for investors who are seeking*:
1. Long term capital growth with a 3 year lock-in period.
2. Investment in portfolio of predominantly equity & equity related securities.
Investors understand that their principal
will be at very high risk
*Investors should consult their financial advisor if in doubt about whether the product is suitable for them.

Advt. MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

Subscription copy of [sabareesan.nair@gmail.com]. Redistribution prohibited.