Our Funds 
SIP 
Plan Now 
Insights 
Services 
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 Mar 2023
Long Experience - Started operations in Dec 1998
Robust distribution network - A comprehensive distribution channel with over 50,000 empanelled distributors
Robust distribution network - A comprehensive distribution channel with over 50,000 empanelled distributors
Large Investor base - Over 8.1 million investors
Complete product bouquet-
Offers schemes catering to investors with varying risk- return profiles
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.
4,417* Branches
Market Cap of undefined Bn
Net worth of undefined Bn
100,000+ Employees
Constituent of the Nifty50
4,417* Branches
Market Cap of undefined Bn
Net worth of undefined Bn
100,000+ Employees
Over 4% Promoter Group Ownership
Constituent of the NIFTY Nifty50
Partnerships & Services
Constituent of the NIFTY, the mainline 50 stock Indian market index Kotak Group is one of the largest Indian financial services groups
Branch Breakup **
| Business | No. of Branches |
|---|---|
| Prime | 114 |
| BSS Microfinance | 353 |
| Banking | 1,780 |
| Life Insurance | 253 |
| Securities | |
| Total | NaN |
*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, 2023. In addition, Kotak Group has international offices in Abu Dhabi, Dubai, London, Mauritius, New York, and Singapore.
Asset Under Management
Asset Under
Management
466878
Cr
Management
466878
Cr
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
AVA Tower, Old no. 788 & 789, Electricity Avenue, New no. 152 & 150, Anna Salai Beside Rayala Tower, Chennai 600 002
Auditors
Walker Chandiok & Co LLP
11th Floor, Tower II, One International Center, SB Marg, Prabhadevi (W), Mumbai – 400013 Maharashtra, India
11th Floor, Tower II, One International Center, SB Marg, Prabhadevi (W), Mumbai – 400013 Maharashtra, India
Custodians
Deutsche Bank AG
Kodak House House, 222 Dr. D. N. Road, Fort, Mumbai 400 001
Kodak House House, 222 Dr. D. N. Road, Fort, Mumbai 400 001
Standard Chartered Bank
23/25, M.G. Road, Mumbai 400 001
23/25, M.G. Road, Mumbai 400 001
