Kotak

Kotak Mutual Fund

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

  • Total Funds 238
  • Average annual returns 20.96%

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.

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Top Performing Kotak Mutual Fund in India for High Return

Asset Type

  • Equity
  • Commodities
  • Debt
  • Solution Oriented
  • Hybrid
  • Others

Category Type

  • Large Cap
  • Mid Cap
  • Small Cap
  • Flexi Cap
  • Index Fund
  • Large and Mid Cap
  • Multi Cap
  • ELSS
  • Banking & Financial
  • IT & Technology
  • Pharma & Healthcare
  • Infrastructure
  • FMCG
  • Focused
  • Value
  • Contra
  • Consumption Theme
  • Energy Sector
  • PSU Themes
  • MNC Themes
  • Others Sector
  • Other Themes
  • Dividend Yield
  • International Funds
  • Thematic-Infrastructure
  • Close ended equity scheme
  • ETFs
  • Manufacturing
  • Thematic Transportation
  • Overnight
  • Liquid
  • Ultra Short Duration
  • Low Duration
  • Money Market
  • Short Duration
  • Dynamic Bond
  • Corporate Bond
  • Medium Duration
  • Medium to Long Duration
  • Long Duration
  • Gilt
  • 10 yrs Gilt Fund
  • Credit Risk
  • Banking and PSU
  • Floater
  • FMP
  • Aggressive
  • Balanced Hybrid
  • Conservative
  • Equity Savings
  • Dynamic Asset Allocation
  • Multi Asset Allocation
  • Arbitrage Funds
  • Gold
  • Silver
  • Retirement Funds
  • Childrens Funds
  • Domestic Equity FoF
  • Domestic Deb FoF
  • Domestic Hybrid FoF
  • Domestic FoF
  • International FoF

Minimum SIP Amt.

  • ₹100 - ₹500
  • ₹500 - ₹1000
  • ₹1000 - ₹5000

Fund Option

  • Growth
  • Dividend
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Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Lumpsum 3Y P.a 26.97%
SIP 3Y P.a. 73.57%
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Lumpsum 3Y P.a 24.67%
SIP 3Y P.a. 53.39%
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Risk Vs Category

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Lumpsum 3Y P.a 23.05%
SIP 3Y P.a. 56.94%
Return Vs Category

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Risk Vs Category

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Lumpsum 3Y P.a 22.54%
SIP 3Y P.a. 50.45%
Return Vs Category

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Risk Vs Category

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Lumpsum 3Y P.a 22.32%
SIP 3Y P.a. 48.52%
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Risk Vs Category

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Lumpsum 3Y P.a 21.77%
SIP 3Y P.a.
Return Vs Category

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Risk Vs Category

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Lumpsum 3Y P.a 20.55%
SIP 3Y P.a. 44.81%
Return Vs Category

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Risk Vs Category

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Lumpsum 3Y P.a 18.78%
SIP 3Y P.a. 43.88%
Return Vs Category

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Risk Vs Category

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Invest

Lumpsum 3Y P.a 17.91%
SIP 3Y P.a. 31.88%
Return Vs Category

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Risk Vs Category

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Invest

Lumpsum 3Y P.a 17.8%
SIP 3Y P.a. 39.07%
Return Vs Category

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Risk Vs Category

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Invest

Short Term

Long Term

SIP

Rolling Term

1 Week -1.83%
1 Month -8.7%
3 Months -7.67%
6 Months 9.36%
1 Year 47.85%
Invest
1 Week 1.62%
1 Month 1.37%
3 Months 11.19%
6 Months 21.88%
1 Year 54.12%
Invest
1 Week 1.21%
1 Month 2.35%
3 Months 9.61%
6 Months 28.46%
1 Year 68.79%
Invest
1 Week 0.56%
1 Month -4.48%
3 Months -1.04%
6 Months 19.84%
1 Year 45.52%
Invest
1 Week 0.38%
1 Month 0.51%
3 Months 7.12%
6 Months 22.36%
1 Year 42.97%
Invest
1 Week 0.77%
1 Month 1.33%
3 Months 10.11%
6 Months 21.06%
1 Year 53.41%
Invest
1 Week 1.3%
1 Month 3.26%
3 Months 11.33%
6 Months 22.74%
1 Year 47.3%
Invest
1 Week -0.81%
1 Month -6.29%
3 Months -1.89%
6 Months 16.65%
1 Year 39.92%
Invest
1 Week 1.14%
1 Month 1.28%
3 Months 11.17%
6 Months 20.55%
1 Year 33.82%
Invest
1 Week -1.64%
1 Month -3.24%
3 Months 1.09%
6 Months 8.63%
1 Year 30.03%
Invest
2 Years 35.06%
3 Years 26.97%
5 Years 27.54%
Annual Rt 16.05%
Invest
2 Years 34.92%
3 Years 24.67%
5 Years 24.9%
Annual Rt 15.38%
Invest
2 Years 31.77%
3 Years 23.05%
5 Years -
Annual Rt 25.64%
Invest
2 Years 31.81%
3 Years 22.54%
5 Years 27.58%
Annual Rt 15.74%
Invest
2 Years 29.86%
3 Years 22.32%
5 Years 24.45%
Annual Rt 19.34%
Invest
2 Years 29.35%
3 Years 21.77%
5 Years 24.65%
Annual Rt 19.61%
Invest
2 Years 30.15%
3 Years 20.55%
5 Years -
Annual Rt 25.91%
Invest
2 Years 28.53%
3 Years 18.78%
5 Years 30.74%
Annual Rt 18.24%
Invest
2 Years 22.51%
3 Years 17.91%
5 Years 20.58%
Annual Rt 13.56%
Invest
2 Years 23.77%
3 Years 17.8%
5 Years 20.94%
Annual Rt 16.51%
Invest
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Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.98%
Fund Manager Arjun Khanna
Launch Date 25-Feb 2008
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.88%
Fund Manager Shibani Sircar Kurian
Launch Date 27-Jul 2005
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 0.74%
Fund Manager Devender Singhal
Launch Date 03-Mar 2021
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.42%
Fund Manager Atul Bhole
Launch Date 30-Mar 2007
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.59%
Fund Manager Harsha Upadhyaya
Launch Date 05-Sep 2004
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio -
Fund Manager Mr. Devender Singhal
Launch Date 16-Aug 2024
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.89%
Fund Manager Arjun Khanna
Launch Date 31-Oct 2019
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.64%
Fund Manager Arjun Khanna
Launch Date 24-Feb 2005
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.77%
Fund Manager Abhishek Bisen
Launch Date 25-Nov 1999
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 0.98%
Fund Manager Abhishek Bisen
Launch Date 01-Aug 2004
Invest
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Kotak Mutual Fund Funds Return Calculator

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  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145
Comparison of Top Kotak Mutual Fund

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 

 List of all fund manager  Kotak Mutual Fund

 

Top 5 Kotak Mutual Funds

 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?

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 manager’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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