Who are we?
Part of a reputed conglomerate - Wholly owned subsidiary of Kotak Mahindra Bank Limited
4th
4th Largest Mutual Fund- Based on Quarterly AUM as of Jun 2022
Long Experience - Started operations in Dec 1998
Robust distribution network - A comprehensive distribution channel with over 72,000 empanelled distributors
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
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

OUR FUNDS  

Kotak Balanced Advantage Fund

Kotak Balanced Advantage Fund

Returns in CAGR as of Aug 30,2022

Returns in CAGR as of Aug 30,2022

11.13%

Investment Theme
Balanced Advantage

High
Risk
High RiskInfoIcon
Kotak Smallcap Fund

Kotak Smallcap Fund

Returns in CAGR as of Aug 30,2022

Returns in CAGR as of Aug 30,2022

20.66%

Investment Theme
SmallCap

Very High
Risk
Very High RiskInfoIcon
Kotak Emerging Equity Fund

Kotak Emerging Equity Fund

Returns in CAGR as of Aug 30,2022

Returns in CAGR as of Aug 30,2022

20.54%

Investment Theme
Mid Cap Fund

Very High
Risk
Very High RiskInfoIcon
Kotak Flexicap Fund

Kotak Flexicap Fund

Returns in CAGR as of Aug 30,2022

Returns in CAGR as of Aug 30,2022

16.34%

Investment Theme
Flexicap

Very High
Risk
Very High RiskInfoIcon
Kotak Tax Saver Fund

Kotak Tax Saver Fund

Returns in CAGR as of Aug 30,2022

Returns in CAGR as of Aug 30,2022

15.54%

Investment Theme
ELSS

Very High
Risk
Very High RiskInfoIcon
Kotak Bluechip Fund

Kotak Bluechip Fund

Returns in CAGR as of Aug 30,2022

Returns in CAGR as of Aug 30,2022

14.52%

Investment Theme
Large Cap

Very High
Risk
Very High RiskInfoIcon
Kotak Banking and PSU Debt Fund

Kotak Banking and PSU Debt Fund

Returns in CAGR as of Aug 30,2022

Returns in CAGR as of Aug 30,2022

8.32%

Investment Theme
Banking and PSU

Moderate
Risk
Moderate RiskInfoIcon
Kotak Infrastructure and Economic Reform Fund

Kotak Infrastructure and Economic Reform Fund

Returns in CAGR as of Aug 30,2022

Returns in CAGR as of Aug 30,2022

16.9%

Investment Theme
Thematic - Infrastructure

Very High
Risk
Very High RiskInfoIcon
Kotak ESG Opportunities Fund

Kotak ESG Opportunities Fund

Returns in CAGR as of Aug 30,2022

Returns in CAGR as of Aug 30,2022

9.83%

Investment Theme
ESG Theme

Very High
Risk
Very High RiskInfoIcon
Kotak Pioneer Fund

Kotak Pioneer Fund

Returns in CAGR as of Aug 30,2022

Returns in CAGR as of Aug 30,2022

24.41%

Investment Theme
Sectoral-Thematic

Very High
Risk
Very High RiskInfoIcon
© Kotak Mutual Fund.2022
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
© Kotak Mutual Fund.2022
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
© Kotak Mutual Fund.2022
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
© Kotak Mutual Fund.2022
Mutual fund investments are subject to market risks, read all scheme related documents carefully.