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 the Third quarter of 2020, 2021, 2022, and 2023 (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 Multicap Fund

Returns in CAGR as of Apr 12, 2024

Returns in CAGR as of Apr 12, 2024

24.18%

Investment Theme
Multicap

Very High
Risk
Very High RiskInfoIcon

Kotak Equity Opportunities Fund

Returns in CAGR as of Apr 12, 2024

Returns in CAGR as of Apr 12, 2024

24.09%

Investment Theme
Large & Mid Cap

Very High
Risk
Very High RiskInfoIcon

Kotak ELSS Tax Saver Fund

Returns in CAGR as of Apr 12, 2024

Returns in CAGR as of Apr 12, 2024

23.17%

Investment Theme
ELSS

Very High
Risk
Very High RiskInfoIcon

Kotak India EQ Contra Fund

Returns in CAGR as of Apr 12, 2024

Returns in CAGR as of Apr 12, 2024

26.47%

Investment Theme
Contra

Very High
Risk
Very High RiskInfoIcon

Kotak Banking and PSU Debt Fund

Returns in CAGR as of Apr 12, 2024

Returns in CAGR as of Apr 12, 2024

5.87%

Investment Theme
Banking and PSU

Moderate
Risk
Moderate RiskInfoIcon

Kotak Dynamic Bond Fund

Returns in CAGR as of Apr 12, 2024

Returns in CAGR as of Apr 12, 2024

5.91%

Investment Theme
Dynamic Duration

Moderate High
Risk
Moderate High RiskInfoIcon

Kotak Bluechip Fund

Returns in CAGR as of Apr 12, 2024

Returns in CAGR as of Apr 12, 2024

19.00%

Investment Theme
Largecap

Very High
Risk
Very High RiskInfoIcon

Kotak Multi Asset Allocation Fund

Since Kotak Multi Asset Allocation Fund has not yet completed 6 Months from Inception, the performance of the scheme is not disclosed.

Investment Theme
Asset Allocation

Very High
Risk
Very High RiskInfoIcon

Kotak Equity Savings Fund

Returns in CAGR as of Apr 12, 2024

Returns in CAGR as of Apr 12, 2024

13.41%

Investment Theme
Equity Savings

Moderate High
Risk
Moderate High RiskInfoIcon

Kotak Balanced Advantage Fund

Returns in CAGR as of Apr 12, 2024

Returns in CAGR as of Apr 12, 2024

12.61%

Investment Theme
Dynamic Asset Allocation

Very High
Risk
Very High RiskInfoIcon
© Kotak Mutual Fund.2024
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
© Kotak Mutual Fund.2024
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
© Kotak Mutual Fund.2024
Mutual fund investments are subject to market risks, read all scheme related documents carefully.