About Us

Who are we?

Part of a reputed conglomerate - Wholly owned subsidiary of Kotak Mahindra Bank Limited

5th

5th Largest Mutual Fund- Based on Quarterly AUM as of Dec 2022

Long Experience - Started operations in Dec 1998

Robust distribution network - A comprehensive distribution channel with over 72,000 empanelled distributors

Large Investor base - Over 8.1 million investors

Complete product bouquet-
Offers schemes catering to investors with varying risk- return profiles

About The Group

Established in 1985 by Mr. Uday Kotak, it was thefirst Indian non-banking financial company to be given a banking licence by the Reserve Bank of India in February 2003.The group caters to the financial needs of individuals and institutional investors across the globe.

3,857* Branches
Market Cap of undefined Bn
Net worth of undefined Bn
73,000+ Employees
Constituent of the Nifty50

3,857* Branches

Market Cap of undefined Bn

Net worth of undefined Bn

73,000+ Employees

Over 4% Promoter Group Ownership

Constituent of the NIFTY Nifty50

Partnerships & Services

Global Partnership

Current

Sumitomo Mitsui Banking Corporation

Past

Goldman Sachs

Ford Credit International

Old Mutual Life Insurance

Constituent of the NIFTY, the mainline 50 stock Indian market index Kotak Group is one of the largest Indian financial services groups

Range of financial services

1. Banking

2. Investment Banking

3. Stock Broking

4. Alternate Investments

Branch Breakup **

Business	No. of Branches
Banking	1,604
Mutual Fund	87
Life Insurance	230
Prime	114
General Insurance	19
BSS Microfinance	353
Securities	1,450
Total	3857

*Constituent of the NIFTY, the mainline 50 stock Indian market index | Kotak Group is one of the largest Indian financial services groups. **These branches/offices are present in India as on March 31, 2020. In addition, Kotak Group has international offices in Abu Dhabi, Dubai, London, Mauritius, New York, and Singapore.

Asset Under Management

Asset Under
Management
3,82,504
Cr

	Domestic MF	72%
	Offshore Funds	7%
	Insurance	14%
	Alternate Asset	6%
	PMS and Others	1%

Our Team

Directors Trustee Company

Directors Asset Management Company

Key EmployeesAsset Management Company

Fund Managers Asset Management Company

Assets Under Management

As per the quarterly average AUM for second quarter of 2018, 2019, 2020, 2021 (in INR Cr)

Kotak Mutual Fund, on back of its fund performances, is one of the fastest growing* fund houses in India

Service Providers

Registrar

Computer Age Management Services Pvt. Ltd.
AVA Tower, Old no. 788 & 789, Electricity Avenue, New no. 152 & 150, Anna Salai Beside Rayala Tower, Chennai 600 002

Auditors