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
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
Kotak Multi Asset Allocator FOF Dynamic
Investment Theme
FOF
High
Risk High Risk
Risk High Risk
Kotak Emerging Equity Fund
Investment Theme
Midcap
Very High
Risk Very High Risk
Risk Very High Risk
Kotak Smallcap Fund
Investment Theme
Smallcap
Very High
Risk Very High Risk
Risk Very High Risk
Kotak Balanced Advantage Fund
Investment Theme
Dynamic Asset Allocation
Very High
Risk Very High Risk
Risk Very High Risk
Kotak Tax Saver Fund
Investment Theme
ELSS
Very High
Risk Very High Risk
Risk Very High Risk
Kotak Flexicap Fund
Investment Theme
Flexicap
Very High
Risk Very High Risk
Risk Very High Risk
Kotak Bluechip Fund
Investment Theme
Largecap
Very High
Risk Very High Risk
Risk Very High Risk
Kotak Infrastructure and Economic Reform Fund
Investment Theme
Thematic-Infrastructure
Very High
Risk Very High Risk
Risk Very High Risk
Kotak Equity Opportunities Fund
Investment Theme
Large & Mid Cap
Very High
Risk Very High Risk
Risk Very High Risk
Kotak FMP Series 304
FMP Start Date
Dec 27, 2022 FMP End Date
Dec 28, 2022 Investment Theme
FMP
Moderate High
Risk Moderate High Risk
Risk Moderate High Risk
Our Team
Directors Trustee Company
Directors Asset Management Company
Key EmployeesAsset Management Company
Fund Managers Asset Management Company
