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
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 Multi Asset Allocator FOF Dynamic

Returns in CAGR as of Dec 08, 2023

Returns in CAGR as of Dec 08, 2023

19.94%

Investment Theme
FOF

Very High
Risk
Very High RiskInfoIcon

Kotak Emerging Equity Fund

Returns in CAGR as of Dec 08, 2023

Returns in CAGR as of Dec 08, 2023

27.84%

Investment Theme
Midcap

Very High
Risk
Very High RiskInfoIcon

Kotak Smallcap Fund

Returns in CAGR as of Dec 08, 2023

Returns in CAGR as of Dec 08, 2023

32.58%

Investment Theme
Smallcap

Very High
Risk
Very High RiskInfoIcon

Kotak Balanced Advantage Fund

Returns in CAGR as of Dec 08, 2023

Returns in CAGR as of Dec 08, 2023

12.2%

Investment Theme
Dynamic Asset Allocation

Very High
Risk
Very High RiskInfoIcon

Kotak ELSS Tax Saver Fund

Returns in CAGR as of Dec 08, 2023

Returns in CAGR as of Dec 08, 2023

22.31%

Investment Theme
ELSS

Very High
Risk
Very High RiskInfoIcon

Kotak Flexicap Fund

Returns in CAGR as of Dec 08, 2023

Returns in CAGR as of Dec 08, 2023

18.17%

Investment Theme
Flexicap

Very High
Risk
Very High RiskInfoIcon

Kotak Bluechip Fund

Returns in CAGR as of Dec 08, 2023

Returns in CAGR as of Dec 08, 2023

18.69%

Investment Theme
Largecap

Very High
Risk
Very High RiskInfoIcon

Kotak Infrastructure and Economic Reform Fund

Returns in CAGR as of Dec 08, 2023

Returns in CAGR as of Dec 08, 2023

36.27%

Investment Theme
Thematic-Infrastructure

Very High
Risk
Very High RiskInfoIcon

Kotak Equity Opportunities Fund

Returns in CAGR as of Dec 08, 2023

Returns in CAGR as of Dec 08, 2023

22.84%

Investment Theme
Large & Mid Cap

Very High
Risk
Very High RiskInfoIcon

Kotak FMP Series 304

The Scheme endeavors to provide regular income and capital growth with limited interest rate risk to the investors through investments in a portfolio comprising of debt instruments maturing on or before the maturity of the Scheme.

Investment Theme
FMP

Moderate High
Risk
Moderate High RiskInfoIcon
© Kotak Mutual Fund.2023
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
© Kotak Mutual Fund.2023
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
© Kotak Mutual Fund.2023
Mutual fund investments are subject to market risks, read all scheme related documents carefully.