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Kotak Mutual Fund
Check list of all schemes, latest NAV, Returns and other important information
- Total Funds 248
- Average annual returns 23.42%
About Kotak Mutual Fund
Kotak Mutual Fund is a leading mutual fund company owned by Kotak Mahindra Bank Limited. It was established in June 1998 and currently offers over 72 investment schemes, including 17 Equity, 6 Hybrid, and 12 Debt funds. This AMC is ranked as the 5th largest asset management company in the market.
The Kotak Mahindra Group, founded in 1985, is a well-known financial corporation in India. In February 2003, the Reserve Bank of India (RBI) gave Kotak Mahindra Finance Ltd, the group's primary company, a banking license. This approval was a historic moment in banking history, as Kotak Mahindra Finance became an independent bank. The Kotak Bluechip Fund, the flagship scheme, has exhibited an impressive average annualized return of 15.34% since its inception.
-
Launched in
23-Jan-1998
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AMC Age
26 Years
-
Website
https://www.kotakmf.com -
Email Address
fundaccops@kotakmutual.in
Top Performing Kotak Mutual Fund in India for High Returns
|
|
Lumpsum 3Y P.a
21.77%
|
SIP 3Y P.a.
-
|
Return Vs Category
High |
Risk Vs Category
High |
Invest | |
|
|
Lumpsum 3Y P.a
-
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
29.78%
|
SIP 3Y P.a.
-
|
Return Vs Category
Medium |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
24.34%
|
SIP 3Y P.a.
30.5%
|
Return Vs Category
Medium |
Risk Vs Category
Average |
Invest | |
|
|
Lumpsum 3Y P.a
19.63%
|
SIP 3Y P.a.
25.81%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest | |
|
|
Lumpsum 3Y P.a
27.12%
|
SIP 3Y P.a.
31.68%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
19.05%
|
SIP 3Y P.a.
27.39%
|
Return Vs Category
Low |
Risk Vs Category
High |
Invest | |
|
|
Lumpsum 3Y P.a
-
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
High |
Invest | |
|
|
Lumpsum 3Y P.a
-
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
-
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest |
Short Term
Long Term
SIP
Rolling Term
|
1 Week
-3.52%
|
1 Month
4.48%
|
3 Months
-5.57%
|
6 Months
21.06%
|
1 Year
53.41%
|
Invest | ||
|
1 Week
0.81%
|
1 Month
4.67%
|
3 Months
-0.24%
|
6 Months
19.93%
|
1 Year
39.03%
|
Invest | ||
|
1 Week
-3.67%
|
1 Month
4.93%
|
3 Months
-5.3%
|
6 Months
-2.66%
|
1 Year
38.1%
|
Invest | ||
|
1 Week
-2.37%
|
1 Month
3.52%
|
3 Months
-1.32%
|
6 Months
5.6%
|
1 Year
36.96%
|
Invest | ||
|
1 Week
-5.81%
|
1 Month
1.38%
|
3 Months
-9.04%
|
6 Months
-4.08%
|
1 Year
34.75%
|
Invest | ||
|
1 Week
-3.12%
|
1 Month
3.42%
|
3 Months
-4.4%
|
6 Months
3.4%
|
1 Year
32.32%
|
Invest | ||
|
1 Week
-2.09%
|
1 Month
3.73%
|
3 Months
-4.14%
|
6 Months
4.69%
|
1 Year
32.2%
|
Invest | ||
|
1 Week
-4.48%
|
1 Month
4.53%
|
3 Months
-4.15%
|
6 Months
4.33%
|
1 Year
31.33%
|
Invest | ||
|
1 Week
-1.53%
|
1 Month
2.38%
|
3 Months
-9.52%
|
6 Months
8.23%
|
1 Year
31.04%
|
Invest | ||
|
1 Week
-2.69%
|
1 Month
2.65%
|
3 Months
-5.87%
|
6 Months
-2.29%
|
1 Year
30.52%
|
Invest |
|
2 Years
29.35%
|
3 Years
21.77%
|
5 Years
24.65%
|
Annual Rt
19.61%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
32.82%
|
Invest | ||
|
2 Years
33.49%
|
3 Years
29.78%
|
5 Years
28.19%
|
Annual Rt
16.04%
|
Invest | ||
|
2 Years
31.35%
|
3 Years
24.34%
|
5 Years
27.32%
|
Annual Rt
15.73%
|
Invest | ||
|
2 Years
25.53%
|
3 Years
19.63%
|
5 Years
-
|
Annual Rt
25.64%
|
Invest | ||
|
2 Years
32.29%
|
3 Years
27.12%
|
5 Years
-
|
Annual Rt
25.94%
|
Invest | ||
|
2 Years
31.64%
|
3 Years
19.05%
|
5 Years
24.1%
|
Annual Rt
25.91%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
70.64%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
37.99%
|
Invest | ||
|
2 Years
27.12%
|
3 Years
-
|
5 Years
-
|
Annual Rt
29.91%
|
Invest |
|
1 Year
-
|
2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
|
5 Years
-
|
Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
|
1 Year
-
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2 Years
-
|
3 Years
-
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5 Years
-
|
Invest |
|
1 Year
0%
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3 Years
0%
|
5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest |
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
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Alpha
-
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Beta
-
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Sharpe Ratio
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Invest | ||
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Standard Deviation
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Alpha
-
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Beta
-
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Sharpe Ratio
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Invest | ||
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Standard Deviation
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
|
Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
|
Invest |
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
0.88%
|
Fund Manager
Mr. Devender Singhal
|
Launch Date
21-Aug 2024
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
2.39%
|
Fund Manager
Abhishek Bisen
|
Launch Date
11-Dec 2023
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.99%
|
Fund Manager
Arjun Khanna
|
Launch Date
25-Feb 2008
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.43%
|
Fund Manager
Atul Bhole
|
Launch Date
30-Mar 2007
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
0.6%
|
Fund Manager
Devender Singhal
|
Launch Date
03-Mar 2021
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.65%
|
Fund Manager
Abhishek Bisen
|
Launch Date
29-Sep 2021
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.94%
|
Fund Manager
Arjun Khanna
|
Launch Date
31-Oct 2019
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
0.89%
|
Fund Manager
Abhishek Bisen
|
Launch Date
10-Apr 2023
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
2.16%
|
Fund Manager
Abhishek Bisen
|
Launch Date
16-Nov 2023
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.96%
|
Fund Manager
Abhishek Bisen
|
Launch Date
22-Feb 2022
|
Invest |
|
Latest NAV
9.784(23-12-2024)
|
Previous NAV
9.784(23-12-2024)
|
NAV Change
0.46206%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
13.87(23-12-2024)
|
Previous NAV
13.87(23-12-2024)
|
NAV Change
-0.244534%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
67.688(23-12-2024)
|
Previous NAV
67.688(23-12-2024)
|
NAV Change
-0.13426%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
133.541(23-12-2024)
|
Previous NAV
133.541(23-12-2024)
|
NAV Change
0.0591929%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
19.5606(23-12-2024)
|
Previous NAV
19.5606(23-12-2024)
|
NAV Change
0.263465%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
18.939(23-12-2024)
|
Previous NAV
18.939(23-12-2024)
|
NAV Change
-0.0844104%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
30.202(20-12-2024)
|
Previous NAV
30.202(20-12-2024)
|
NAV Change
-1.09379%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
20.537(23-12-2024)
|
Previous NAV
20.537(23-12-2024)
|
NAV Change
-0.368699%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
13.292(23-12-2024)
|
Previous NAV
13.292(23-12-2024)
|
NAV Change
-0.382223%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
18.272(23-12-2024)
|
Previous NAV
18.272(23-12-2024)
|
NAV Change
0.329453%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest |
Kotak Mutual Fund Funds Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
Explore Other Popular Calculators
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns 29.78%
VS
ICICI Prudential Infrastructure Fund - Growth
3Y Returns 35.42%
Kotak Flexicap Fund - Growth
3Y Returns 17%
VS
Quant Flexi Cap Fund-Growth
3Y Returns 20.22%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns 16%
VS
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns 18.72%
Kotak Bond Fund - Regular Plan Growth
3Y Returns 5.36%
VS
UTI Medium to Long Duration Fund- Regular Plan - Growth
3Y Returns 8.14%
Investment Strategy
The long-term investing strategy of Kotak Mutual Fund is long-term investing to achieve better performance and has a strong historical track record. They use the BMV model, in which B refers to scalable and growing business, M stands for corporate governance management, and V stands for appropriate valuation. This approach has helped AMC become one of the top asset management companies (AMCs). This strategy is the secret success strategy of this mutual fund house.
CIO and Fund management team
Mr. Harsha Upadhyaya- (CIO - Equity and Debt)
Mr. Harsha Upadhyaya is the Chief Investment Officer (CIO) for both Equity and Debt at Kotak Mahindra AMC. He has 26 years of rich experience in Equity Research and Fund Management. Previously, he worked at renowned firms including DSP BlackRock, UTI Asset Management, Reliance Group, and SG Asia Securities.
List of all fund manager
Top 5 Kotak Mutual Funds
History of Kotak Mutual Fund?
Kotak Mahindra Mutual Fund is a trust that operates under the Indian Trusts Act of 1882. The Asset Management Company, also known as Kotak Mahindra Asset Management Company Limited, is incorporated under the Companies Act of 1956. It has authorization from SEBI to serve as the Investment Manager for the Schemes of this assets management company
- Kotak MF has a large funds management staff team.
- Kotak Fund House has 86 branches over a nationwide.
- Kotak AMC offers diverse funds to meet investor needs.
- Kotak's philosophy is bottom-up with a top-down cover.
- Kotak AMC is a strong performer in basic of the research.
How to select the best Kotak Mutual Fund?
To choose the best Kotak mutual funds, take the following actions
- Set financial goals and adjust the plan accordingly.
- Assess your risk tolerance and adjust your strategy.
- Diversify the investments to reduce risk management
- Before investing, research fund performance methods.
- Monitor your portfolio regularly and adjust as needed.
- Consult financial experts for market recommendation
Setting achievable financial goals using the SIP Calculator allows you to identify the future analysis of returns.
How to invest in Kotak Mutual Fund with mysiponline?
Making an investment in Kotak mutual funds is simple and convenient through mysiponline
- Explore mysiponline.com to pick Kotak mutual funds for goals.
- Register for free account, fill out your profile, add chosen fund.
- Verify online KYC with a PAN, Aadhar, signature, a bank proof.
- Explore the funds and add to desired mutual funds to the cart.
- Do a payment of funds, and wait for investment confirmation
- Monitor your assets daily with your mysiponline.com account.
Investing in Kotak Mahindra mutual funds through Online SIP is easy, from picking funds to tracking investments, making it convenient for investors.
Taxation of Kotak Mutual Fund?
The taxation of these Kotak mutual funds depends on which category they fall under equity or debt.
Equity-Oriented Mutual Funds
Short-term Capital Gains (STCG): Taxed at a flat rate of 15% if units are sold within one year of purchase.
Long-term Capital Gains (LTCG): Gains exceeding Rs. 1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.
Debt-Oriented Mutual Funds
Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.
Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.
Frequently Asked Questions
When did Kotak Mutual Fund started its operation?
Can I invest for a very short-term duration in Kotak MF?
What is the advantage of investing in Kotak Funds?
Are all SIPs in Kotak Funds online tax-free?
How to analyse the performance of Kotak Mutual Funds?
What are the parameters to choose the best Kotak Funds?
What are the different Kotak mutual funds available?
How do investors earn by investing in Kotak Mahindra Mutual Fund?
Why do I need a financial adviser?
Explore Other AMC’s
Top Blogs of Kotak Mutual Fund
Blogs
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