Kotak Mutual Fund

Check list of all schemes, latest NAV, Returns and other important information

Total Funds 238
Average annual returns 16.32%

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
AMC Age

26 Years
Website
https://www.kotakmf.com
Email Address
fundaccops@kotakmutual.in

Top Performing Kotak Mutual Fund in India for High Return

Kotak Mutual Fund Funds Return Calculator

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Invested Amount ₹43,855
Interest Earned ₹6,145

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Comparison of Top Kotak Mutual Fund

Kotak Multicap Fund-Regular Plan-Growth 3Y Returns 22.73% VS

Nippon India Multi Cap Fund-Growth Plan-Bonus Option 3Y Returns 23.96%

Kotak India EQ Contra Fund - Growth 3Y Returns 19.96% VS

SBI Contra Fund - Regular Plan -Growth 3Y Returns 22.56%

Kotak Consumption Fund - Regular (G) 3Y Returns 0% VS

Nippon India Consumption Fund-Growth Plan-Growth Option 3Y Returns 18.36%

Kotak Flexicap Fund - Growth 3Y Returns 13.87% VS

Quant Flexi Cap Fund-Growth 3Y Returns 17.13%

Frequently Asked Questions

When did Kotak Mutual Fund started its operation?

The AMC was established on 23rd July 1998 with an aim to deliver investment expertise in an effective way to accomplish the investment needs of investors. The current AUM of Rs 139426.71 crore (as on 31st Dec 2018) suggests that the company has made its remark in investors' mind and they trust the fund house to deliver consistent returns.

Can I invest for a very short-term duration in Kotak MF?

Yes, when you invest in liquid funds, you can utilise the advantage to get comparatively higher returns than bank savings deposit and redeem any time as the emergency arrives. Kotak Liquid Regular Plan is available at MySIPonline to fulfil your very short-term investment needs or plan for emergency requirements.

What is the advantage of investing in Kotak Funds?

The AMC ensures safety, transparency, low cost, and higher return potential. By investing in any scheme offered by the fund house over a time horizon as mentioned in the investment objective, the investors will surely get adequate returns by investing. So, it depends on your investment decision as well to choose the scheme wisely.

Are all SIPs in Kotak Funds online tax-free?

No, all SIPs in Kotak MF are not tax-free. To get tax-saving benefits, you have to choose the ELSS scheme. Taxation in funds of this AMC is done as per the rules set by the Government.

How to analyse the performance of Kotak Mutual Funds?

To analyze the performance of any scheme provided by this AMC, you are required to check the returns of the particular scheme at MySIPonline at all durations. You can also check the performance of the SIPs by simply putting in the value in the relevant bracket and get the graph.

What are the parameters to choose the best Kotak Funds?

To analyse any mutual fund scheme of Kotak MF, you should check performance, risk & return ratio, expense ratio, fund managerâ€™s experience, and asset allocation in the portfolio.

What are the different Kotak mutual funds available?

Determined to serve investors with the best investment solutions, this AMC provides a range of investment products to match with their investment objective. Based on your risk-appetite and other prominent factors, you can choose different schemes provided under equity, debt, and hybrid category funds. The segregation under the category to subcategory to schemes makes investors confident to get what they are searching for.

How do investors earn by investing in Kotak Mahindra Mutual Fund?

Kotak Mutual Fund offers various schemes which invest in equity and debt instruments depending on the investment objective. Each mutual fund scheme is managed by a competent fund manager who takes investment decision on a particular sector or stocks. As the business, company, and value of credit paper matures, the scheme gets a share of the profit and this profit is divided among investors based on mutual fund units they are holding. As investors keep on investing, the returns generated on a particular scheme is added on a continuous basis. Overall, compounding help the schemes to generate suitable returns to the investors over a time horizon.

Is there anything like minimum lock-in period for mutual fund investment units?

Apart from the ELSS scheme, i.e., Kotak Tax Saver Fund, which is for investors to get tax saving benefits and capital appreciation, there is no scheme with a lock-in period. The ELSS scheme has a lock-in of 3-years as mentioned in SEBI mandates.

Why do I need a financial adviser?

It is not necessary that you should take the help of a financial adviser if you understand the important parameters of investing. But, for new investors, it is important to take consultation from the experts as they will help in sorting out the relevant schemes. Further, if you are confused among schemes or unable to review your portfolio, you are in a need of adviser.

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Top Blogs of Kotak Mutual Fund

Blogs

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Equity	Lumpsum 3Y P.a 24.65%	SIP 3Y P.a. 32.76%	Return Vs Category Low	Risk Vs Category Low	Invest
Kotak Multicap Fund-Regular Plan-Growth Equity	Lumpsum 3Y P.a 22.73%	SIP 3Y P.a. 32.23%	Return Vs Category High	Risk Vs Category Low	Invest
Kotak NIFTY Midcap 50 Index Fund - Regular (G) Equity	Lumpsum 3Y P.a 21.77%	SIP 3Y P.a. -	Return Vs Category High	Risk Vs Category Average	Invest
Kotak Emerging Equity Scheme - Growth Equity	Lumpsum 3Y P.a 20.97%	SIP 3Y P.a. 30.38%	Return Vs Category High	Risk Vs Category Average	Invest
Kotak India EQ Contra Fund - Growth Equity	Lumpsum 3Y P.a 19.96%	SIP 3Y P.a. 28.25%	Return Vs Category Low	Risk Vs Category Low	Invest
Kotak Equity Opportunities Fund - Growth Equity	Lumpsum 3Y P.a 18.44%	SIP 3Y P.a. 26.04%	Return Vs Category High	Risk Vs Category Low	Invest
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth	Lumpsum 3Y P.a 16.98%	SIP 3Y P.a. 22.17%	Return Vs Category High	Risk Vs Category High	Invest
Kotak Small Cap Fund - Growth Equity	Lumpsum 3Y P.a 16.19%	SIP 3Y P.a. 26.8%	Return Vs Category Low	Risk Vs Category Average	Invest
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Lumpsum 3Y P.a 16%	SIP 3Y P.a. 27.76%	Return Vs Category High	Risk Vs Category High	Invest
Kotak ELSS Tax Saver Fund-Scheme-Growth Equity	Lumpsum 3Y P.a 15.67%	SIP 3Y P.a. 22.81%	Return Vs Category High	Risk Vs Category Low	Invest

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Equity	1 Week -0.46%	1 Month -7.8%	3 Months -7.28%	6 Months -1.19%	1 Year 36.47%	Invest
Kotak Multicap Fund-Regular Plan-Growth Equity	1 Week 0.75%	1 Month -3.34%	3 Months -3.96%	6 Months 8.05%	1 Year 37.84%	Invest
Kotak NIFTY Midcap 50 Index Fund - Regular (G) Equity	1 Week 2.02%	1 Month -4.88%	3 Months -6.93%	6 Months 21.06%	1 Year 53.41%	Invest
Kotak Emerging Equity Scheme - Growth Equity	1 Week 0.94%	1 Month -2.73%	3 Months -1.41%	6 Months 12.39%	1 Year 37.64%	Invest
Kotak India EQ Contra Fund - Growth Equity	1 Week 1.23%	1 Month -3.82%	3 Months -3.87%	6 Months 6.66%	1 Year 35.63%	Invest
Kotak Equity Opportunities Fund - Growth Equity	1 Week 0.79%	1 Month -4.25%	3 Months -3.75%	6 Months 3.93%	1 Year 32.24%	Invest
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth	1 Week 1.11%	1 Month -2.21%	3 Months -0.59%	6 Months 5.43%	1 Year 25.44%	Invest
Kotak Small Cap Fund - Growth Equity	1 Week 0.52%	1 Month -5.17%	3 Months -3.09%	6 Months 10.54%	1 Year 30.24%	Invest
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	1 Week 0.89%	1 Month -7.17%	3 Months -8.41%	6 Months -0.36%	1 Year 45.05%	Invest
Kotak ELSS Tax Saver Fund-Scheme-Growth Equity	1 Week 0.93%	1 Month -3.89%	3 Months -3.21%	6 Months 3.03%	1 Year 29.66%	Invest

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Equity	2 Years 31.73%	3 Years 24.65%	5 Years 26.58%	Annual Rt 15.52%	Invest
Kotak Multicap Fund-Regular Plan-Growth Equity	2 Years 32.19%	3 Years 22.73%	5 Years -	Annual Rt 25.94%	Invest
Kotak NIFTY Midcap 50 Index Fund - Regular (G) Equity	2 Years 29.35%	3 Years 21.77%	5 Years 24.65%	Annual Rt 19.61%	Invest
Kotak Emerging Equity Scheme - Growth Equity	2 Years 30.81%	3 Years 20.97%	5 Years 26.93%	Annual Rt 15.55%	Invest
Kotak India EQ Contra Fund - Growth Equity	2 Years 29.08%	3 Years 19.96%	5 Years 21.66%	Annual Rt 15.38%	Invest
Kotak Equity Opportunities Fund - Growth Equity	2 Years 25.79%	3 Years 18.44%	5 Years 21.2%	Annual Rt 19.34%	Invest
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth	2 Years 21.56%	3 Years 16.98%	5 Years 20.55%	Annual Rt 16.37%	Invest
Kotak Small Cap Fund - Growth Equity	2 Years 28.15%	3 Years 16.19%	5 Years 30.29%	Annual Rt 18.07%	Invest
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	2 Years 26.2%	3 Years 16%	5 Years -	Annual Rt 25.64%	Invest
Kotak ELSS Tax Saver Fund-Scheme-Growth Equity	2 Years 22.5%	3 Years 15.67%	5 Years 19.89%	Annual Rt 13.59%	Invest

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Kotak Multicap Fund-Regular Plan-Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Kotak NIFTY Midcap 50 Index Fund - Regular (G) Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Kotak Emerging Equity Scheme - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Kotak India EQ Contra Fund - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Kotak Equity Opportunities Fund - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Kotak Small Cap Fund - Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	1 Year -	2 Years -	3 Years -	5 Years -	Invest
Kotak ELSS Tax Saver Fund-Scheme-Growth Equity	1 Year -	2 Years -	3 Years -	5 Years -	Invest

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Kotak Multicap Fund-Regular Plan-Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Kotak NIFTY Midcap 50 Index Fund - Regular (G) Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Kotak Emerging Equity Scheme - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Kotak India EQ Contra Fund - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Kotak Equity Opportunities Fund - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Kotak Small Cap Fund - Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	1 Year 0%	3 Years 0%	5 Years 0%	Invest
Kotak ELSS Tax Saver Fund-Scheme-Growth Equity	1 Year 0%	3 Years 0%	5 Years 0%	Invest

Kotak Mutual Fund

About Kotak Mutual Fund

Top Performing Kotak Mutual Fund in India for High Return

Kotak Mutual Fund Funds Return Calculator

Investment Strategy

CIO and Fund management team

Mr. Harsha Upadhyaya- (CIO - Equity and Debt)

List of all fund manager

Top 5 Kotak Mutual Funds

History of Kotak Mutual Fund?

How to select the best Kotak Mutual Fund?

How to invest in Kotak Mutual Fund with mysiponline?

Taxation of Kotak Mutual Fund?

Equity-Oriented Mutual Funds

Debt-Oriented Mutual Funds

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?

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Kotak Multicap Fund-Regular Plan-Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Kotak NIFTY Midcap 50 Index Fund - Regular (G) Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Kotak Emerging Equity Scheme - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Kotak India EQ Contra Fund - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Kotak Equity Opportunities Fund - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Kotak Small Cap Fund - Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest
Kotak ELSS Tax Saver Fund-Scheme-Growth Equity	Standard Deviation -	Alpha -	Beta -	Sharpe Ratio -	Invest

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.98%	Fund Manager Arjun Khanna	Launch Date 25-Feb 2008	Invest
Kotak Multicap Fund-Regular Plan-Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.65%	Fund Manager Abhishek Bisen	Launch Date 29-Sep 2021	Invest
Kotak NIFTY Midcap 50 Index Fund - Regular (G) Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio -	Fund Manager Mr. Devender Singhal	Launch Date 16-Aug 2024	Invest
Kotak Emerging Equity Scheme - Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.42%	Fund Manager Atul Bhole	Launch Date 30-Mar 2007	Invest
Kotak India EQ Contra Fund - Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.88%	Fund Manager Shibani Sircar Kurian	Launch Date 27-Jul 2005	Invest
Kotak Equity Opportunities Fund - Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.59%	Fund Manager Harsha Upadhyaya	Launch Date 05-Sep 2004	Invest
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 0.98%	Fund Manager Abhishek Bisen	Launch Date 01-Aug 2004	Invest
Kotak Small Cap Fund - Growth Equity	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 1.64%	Fund Manager Arjun Khanna	Launch Date 24-Feb 2005	Invest
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Min SIP ₹100	Min Lumpsum ₹100	Expense Ratio 0.74%	Fund Manager Devender Singhal	Launch Date 03-Mar 2021	Invest
Kotak ELSS Tax Saver Fund-Scheme-Growth Equity	Min SIP ₹500	Min Lumpsum ₹500	Expense Ratio 1.74%	Fund Manager Harsha Upadhyaya	Launch Date 01-Nov 2005	Invest

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Equity	Latest NAV 64.815(22-11-2024)	Previous NAV 64.815(22-11-2024)	NAV Change 1.09494%	52- Week High NAV -	52- Week Low NAV -	Invest
Kotak Multicap Fund-Regular Plan-Growth Equity	Latest NAV 18.51(22-11-2024)	Previous NAV 18.51(22-11-2024)	NAV Change 1.61954%	52- Week High NAV -	52- Week Low NAV -	Invest
Kotak NIFTY Midcap 50 Index Fund - Regular (G) Equity	Latest NAV 9.424(22-11-2024)	Previous NAV 9.424(22-11-2024)	NAV Change 1.22449%	52- Week High NAV -	52- Week Low NAV -	Invest
Kotak Emerging Equity Scheme - Growth Equity	Latest NAV 130.02(22-11-2024)	Previous NAV 130.02(22-11-2024)	NAV Change 1.25774%	52- Week High NAV -	52- Week Low NAV -	Invest
Kotak India EQ Contra Fund - Growth Equity	Latest NAV 145.498(22-11-2024)	Previous NAV 145.498(22-11-2024)	NAV Change 1.66794%	52- Week High NAV -	52- Week Low NAV -	Invest
Kotak Equity Opportunities Fund - Growth Equity	Latest NAV 327.889(22-11-2024)	Previous NAV 327.889(22-11-2024)	NAV Change 1.6729%	52- Week High NAV -	52- Week Low NAV -	Invest
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth	Latest NAV 218.84(22-11-2024)	Previous NAV 218.84(22-11-2024)	NAV Change 1.07663%	52- Week High NAV -	52- Week Low NAV -	Invest
Kotak Small Cap Fund - Growth Equity	Latest NAV 267.629(22-11-2024)	Previous NAV 267.629(22-11-2024)	NAV Change 0.590851%	52- Week High NAV -	52- Week Low NAV -	Invest
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option	Latest NAV 19.311(22-11-2024)	Previous NAV 19.311(22-11-2024)	NAV Change 1.86846%	52- Week High NAV -	52- Week Low NAV -	Invest
Kotak ELSS Tax Saver Fund-Scheme-Growth Equity	Latest NAV 113.747(22-11-2024)	Previous NAV 113.747(22-11-2024)	NAV Change 1.57796%	52- Week High NAV -	52- Week Low NAV -	Invest