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Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund has secured the fifth-largest Indian mutual fund house position with a market capitalisation clocking at INR 3,840.3 billion in March 2022. Kotak Mutual Fund has introduced several schemes in various categories with varying return and risk profiles for its investors. This one was the first fund house to introduce a gilt fund for investors that only invests in government securities. It has made an effort to attract investors by establishing 84 branches in 80 cities nationwide.

  • Equity
  • Hybrid
  • Elss
  • Debt
  • Commodity
  • Other
Mutual Fund Schemes
Category
5Y Returns
AUM
(in Cr.)
Compare
equity
16%
₹8,498

Add to Compare

equity
16%
₹8,498

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equity
17%
₹8,498

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equity
16%
₹38

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equity
15%
₹8,498

Add to Compare

equity
15%
₹23,334

Add to Compare

equity
15%
₹8,498

Add to Compare

equity
15%
₹8,498

Add to Compare

equity
15%
₹23,334

Add to Compare

equity
15%
₹23,334

Add to Compare

hybrid
12%
₹3,209

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hybrid
12%
₹3,209

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hybrid
12%
₹3,209

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hybrid
11%
₹3,209

Add to Compare

hybrid
11%
₹3,209

Add to Compare

hybrid
11%
₹3,209

Add to Compare

hybrid
10%
₹1,650

Add to Compare

hybrid
9%
₹2,082

Add to Compare

hybrid
9%
₹2,082

Add to Compare

hybrid
9%
₹2,082

Add to Compare

elss
14%
₹3,161

Add to Compare

elss
14%
₹3,161

Add to Compare

elss
12%
₹3,161

Add to Compare

elss
12%
₹3,161

Add to Compare

elss
12%
₹3,161

Add to Compare

debt
8%
₹1,594

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debt
8%
₹1,594

Add to Compare

debt
8%
₹1,594

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debt
8%
₹1,594

Add to Compare

debt
8%
₹1,998

Add to Compare

debt
8%
₹1,556

Add to Compare

debt
7%
₹5,246

Add to Compare

debt
7%
₹12,465

Add to Compare

debt
7%
₹1,594

Add to Compare

debt
7%
₹8,885

Add to Compare

commodity
13%
₹1,376

Add to Compare

commodity
13%
₹1,376

Add to Compare

commodity
13%
₹1,376

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commodity
13%
₹2,580

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commodity
13%
₹1,376

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commodity
13%
₹1,376

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commodity
13%
₹1,376

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Result Showing 1-10 of 105 Mutual Funds

Key Information about Kotak Mahindra Mutual Fund

Mutual Fund NameKotak Mahindra Mutual Fund
OfficeRegistered Office 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051
Email Idmutual@kotak.com
Phone No.+91 (22) 66384400
Fax+91 (22) 66384455
Websiteassetmanagement.kotak.com
Set up dateJun 23, 1998
Mutual Fund TypePvt. Sector - Indian
AMC incorporation DateAug 05, 1994
CityMumbai

Fund Managers

AB

Mr. Abhishek BisenFund Manager - Debt

Mr. Abhishek Bisen has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Abhishek was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

Lets have a closer look

A mutual fund is a corporation that raises funds from multiple investors and invests the accumulated amount in stocks, bonds, short-term loans and correlated assets. The portfolio of a mutual fund is made up of all of the funds holdings

Kotak Small Cap Fund - IDCW Payout - Direct Plan

Kotak Mahindra Asset Management Company Limited

5000

Min Investment Amt

8498.03

AUM

16 %

5Y Returns

Kotak Small Cap Fund - IDCW - Direct Plan

Kotak Mahindra Asset Management Company Limited

5000

Min Investment Amt

8498.03

AUM

16 %

5Y Returns

Kotak Small Cap Fund - Growth - Direct Plan

Kotak Mahindra Asset Management Company Limited

5000

Min Investment Amt

8498.03

AUM

17 %

5Y Returns

Kotak Nifty 50 Value 20 ETF

Kotak Mahindra Asset Management Company Limited

5000

Min Investment Amt

38.18

AUM

16 %

5Y Returns

Kotak Small Cap Fund - Growth

Kotak Mahindra Asset Management Company Limited

5000

Min Investment Amt

8498.03

AUM

15 %

5Y Returns

About Kotak Mahindra Mutual Fund

Kotak Mahindra mutual fund is the first Indian non-banking financial company to receive a banking license from the Reserve Bank of India in February 2003. It was founded in 1985 by Mr Uday Kotak. The organisation provides for the financial requirements of both private and institutional investors worldwide.

Kotak Mahindra Mutual Fund has rapidly made its way to become the fifth-largest mutual fund house with a market capitalisation of INR 3,840.3 billion based on its quarterly AUM as of March 2022. Their robust distribution channel consists of over 67,000 distributors. The Kotak mutual fund returns fair well as the risk is eliminated for diverse portfolios. The Kotak mutual fund redemption online is an added service that the fund house provides.

The investor base of 8.1 million investors contributes to the net worth- of INR 971.34 billion of the fund house.

To manage the 3,857 branches and uphold consumer satisfaction, 73,000+ employees have been recruited. It is a constituent of the Nifty50.

Types Of Kotak Bank Mutual Funds

Understanding the complexity of investments, the types of funds offered by Kotak Bank are mentioned below:

Equity

These are funds that put money into stocks and shares of corporations. Kotak mutual fund is regarded as high-risk but delivers significant returns. In the banking sector, fast-moving consumer goods, and infrastructure industries, to name a few, there are special funds for equity investments. 

Debt

These funds make investments in fixed income securities such as corporate debentures, government bonds, and other debt instruments. They are regarded as safe investments and provide fixed returns. Taxes are not deducted at the source from investor earnings by these funds. Therefore, the investor is accountable for paying the tax bill if those earnings exceed INR 10,000. 

Hybrid

These funds make investments in many asset classes. The equity to debt ratio varies depending on the circumstance and vice versa. As a result, risk and return are balanced. This is valid given that there is less danger in the debt markets than in the equities markets.

ELSS or Tax-Saver

These funds invest in stock shares primarily. Investments made in these funds are deductible under the Income Tax Act. Although they are thought to be high risk, the Kotak mutual fund fact sheet of this type offers investors returns in the form of increased profits if the fund performs well. 

Liquid

To provide liquidity, this Kotak Bank mutual fund invests money primarily in short- or extremely short-term products, such as T-Bills, CPs, etc. They are considered moderately risky investments with poor returns that are best suited for investors with limited time horizons.

Index

A mutual fund or exchange-traded fund that aims to mimic the performance of a market index is known as an "index fund." Every index is formed of stock participants. The index's value is directly related to the value of the stocks. However, you cannot invest directly in an index, which is an arbitrary number. So, investors prefer to invest in an index fund to earn as many returns as the index. Such schemes are generally passive funds as the managers do not need to research much for asset distribution. As a result, the fees are much lower. They are also a kind of equity fund.

 

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How can you Invest in Kotak Mutual Funds?

Kotak Bank provides you to invest in Kotak mutual fund SIP and as a lump sum. Kotak Mutual fund investment provides benefits and can help reduce the risk by investing in diverse portfolios. You can invest in Kotak mutual fund online and offline. Just follow these simple steps below:

Investing in Kotak Mutual Fund Online 

  • Visit the official website of Kotak mutual fund and log in
  • Locate the ‘investment’ option and fill out your details
  • Complete the process of KYC verification
  • Skim through the Kotak mutual fund details and land on one scheme
  • Invest as SIP or lumpsum
  • Your portfolio will be generated 

Investing in Kotak Mutual Fund Offline

  • Visit nearest Kotak Mahindra Bank branch
  • Fill out the investment form
  • Attach the self-attested copies for KYC verification 
  • Deposit an amount to generate your Kotak mutual fund portfolio

Documents to Invest in Kotak Mutual Fund

For investors who wish to invest in mutual funds, KYC (Know Your Client) is a one-time customer identification process and a mandated compliance requirement. In order to stop fraudulent operations, the capital markets regulator SEBI (Securities and Exchange Board of India) has made it mandatory for mutual fund investments. One needs to verify their KYC to invest in Kotak mutual fund. The documents required for KYC verification are

Identity Proof 

The following documents count as proof of identity. Any one of the documents must be submitted/uploaded:

  • Aadhaar Card
  • PAN Card
  • Passport
  • Driving License

Address Proof

The following documents count as proof of address. Any one of the documents must be submitted/uploaded:

  • Aadhar Card
  • Driving License
  • Passport
  • Recent Utility Bill
  • Rental/Lease Agreement

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Frequently Asked Questions (FAQs)

How to stop SIP in Kotak mutual fund?

You can stop your SIP in Kotak mutual funds through net banking by logging in to your account, opting for investments, choosing the cancel/view request option, and selecting the folio number and the scheme you wish to cancel.

How to check Kotak mutual fund status?

You can check your Kotak mutual fund status by entering the folio number on the official website of Kotak Mutual Fund.

How to get the folio number of the Kotak mutual fund?

You can find your folio number of the Kotak mutual fund in the investment statement or you can enquire the bank directly.

How to start a SIP in Kotak mutual fund?

In order to start SIP in Kotak mutual fund, you need to land on an investment amount, select the investment frequency and date and skim through schemes and select one.

How can you redeem Kotak mutual funds online?

You can redeem Kotak mutual funds online by using mobile banking or net banking. You can also redeem the funds through any external platform you used to invest in mutual funds.

How to withdraw Kotak mutual funds online?

You can withdraw Kotal mutual funds online by logging in to your account, going to the investments option and selecting the ‘redeem mutual funds’ option. The same can be done through the platform you used for investing in mutual funds.