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Kotak Mutual Fund
Invest in the Best Kotak Mutual Funds via SIP for long term.
- Total Funds 89
- Average annual returns 4.57%
About Kotak Mutual Fund
Kotak Mutual Fund is a leading mutual fund company owned by Kotak Mahindra Bank Limited. It was established in June 1998 and currently offers over 72 investment schemes, including 17 Equity, 6 Hybrid, and 12 Debt funds. This AMC is ranked as the 5th largest asset management company in the market.
The Kotak Mahindra Group, founded in 1985, is a well-known financial corporation in India. In February 2003, the Reserve Bank of India (RBI) gave Kotak Mahindra Finance Ltd, the group's primary company, a banking license. This approval was a historic moment in banking history, as Kotak Mahindra Finance became an independent bank. The Kotak Bluechip Fund, the flagship scheme, has exhibited an impressive average annualized return of 15.34% since its inception.
-
Launched in
23-Jan-1998
-
AMC Age
27 Years
-
Website
https://www.kotakmf.com -
Email Address
fundaccops@kotakmutual.in
Top Performing Kotak Mutual Fund in India for High Returns
Returns
SIP Returns
Risk
Information
NAV Details
Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.
Select date points :
Submit| Fund Name | AUM (Cr.) | Fund Age | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2520.47 | 14 years | 2.36% | 5.48% | 14.04% | 28.21% | 28.55% | 36.49% | 27.12% | 22.66% | 14.3% | 12.68% | Invest | |
| 38.89 | 1 years | -1.94% | 6.27% | 22.41% | 10.98% | 17.03% | 21.92% | - | - | - | - | Invest | |
| 65.43 | 2 years | 1.31% | 9.75% | 8.73% | 18.12% | 22.98% | 19.2% | 18.9% | - | - | - | Invest | |
| 14.68 | 11 years | 0.49% | 2.55% | 6.41% | 16.67% | - | 16.32% | 12.36% | 12.41% | 10.84% | - | Invest | |
| 52.73 | 4 years | 1.33% | 4.84% | 6.42% | 8.36% | 9.76% | 14.34% | 7.31% | 2.33% | - | - | Invest | |
| 3522.13 | 4 years | 0.51% | 4.18% | 8.96% | 1.43% | 3.3% | 14.29% | 23.15% | 26.11% | - | - | Invest | |
| 415.85 | 1 years | 1.21% | 2.61% | 9.85% | -3.72% | -7.51% | 13.75% | - | - | - | - | Invest | |
| 1027.25 | 2 years | -1.79% | 1.91% | 15.06% | 2.43% | 7.27% | 12.57% | 17.11% | - | - | - | Invest | |
| 596.8 | 1 years | 0.96% | 3.5% | 9.44% | -11.97% | -7.84% | 12.26% | - | - | - | - | Invest | |
| 88.97 | 17 years | 0.68% | 4.78% | 7.96% | 8.06% | 11.66% | 11.51% | 10.94% | 8.96% | 7.96% | 4.78% | Invest | |
| 110.69 | 2 years | -1.27% | 0.34% | 4.03% | 5.94% | 5.8% | 11.43% | 9.18% | - | - | - | Invest | |
| 2903.51 | 3 years | -0.72% | 0.45% | 4.2% | 5.54% | 5.46% | 10.95% | 8.95% | 9.53% | - | - | Invest | |
| 19.46 | 1 years | -0.71% | 0.28% | 3.8% | 5.64% | 5.61% | 10.79% | - | - | - | - | Invest | |
| 1879.26 | 11 years | -0.3% | 0.7% | 3.34% | 4.82% | 4.81% | 9.63% | 8.6% | 7.73% | 7.03% | 7.16% | Invest | |
| 14223.39 | 17 years | -0.5% | 0.71% | 3.46% | 5.03% | 4.85% | 9.62% | 8.31% | 7.82% | 6.55% | 7.48% | Invest | |
| 3275.01 | 6 years | -0.18% | 0.88% | 3.13% | 4.89% | 4.51% | 9.4% | 8.39% | 7.83% | 6.91% | - | Invest | |
| 5654.63 | 26 years | -0.56% | 0.7% | 3.46% | 4.89% | 4.69% | 9.35% | 8.07% | 7.75% | 6.47% | 7.55% | Invest | |
| 208.14 | 2 years | -0.2% | 0.7% | 2.79% | 4.5% | 4.21% | 9.35% | 8.75% | - | - | - | Invest | |
| 7756 | 3 years | -0.07% | 0.92% | 3.04% | 4.8% | 4.6% | 9.22% | 8.04% | 8.22% | - | - | Invest | |
| 573.39 | 3 years | 1.01% | 3.53% | 6.83% | -3.01% | 1.44% | 9.15% | 14.7% | 17.76% | - | - | Invest |
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | Jun-2025 | May-2025 | Apr-2025 | Mar-2025 | Feb-2025 | Jan-2025 | Dec-2024 | Nov-2024 | Oct-2024 | Sep-2024 | Aug-2024 | Jul-2024 |
|---|
| Fund Name | 2025-Q2 | 2025-Q1 | 2024-Q4 | 2024-Q3 | 2024-Q2 | 2024-Q1 | 2023-Q4 | 2023-Q3 | 2023-Q2 | 2023-Q1 | 2022-Q4 | 2022-Q3 |
|---|
| Fund Name | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | AUM (Cr.) | Initial NAV | Final NAV | NAV Change | Absolute Ret. | Annalized Ret. |
|---|
| Fund Name | AUM (Cr.) | Risk | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | From Launch | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2520.47 | High |
13.35%
|
51.66%
|
37.2%
|
29.75%
|
21.16%
|
16.07%
|
12.13%
|
Invest | |
| 38.89 | Very High |
15.14%
|
30.46%
|
-
|
-
|
-
|
-
|
24.83%
|
Invest | |
| 65.43 | Very High |
11.73%
|
34.88%
|
27.31%
|
-
|
-
|
-
|
25.02%
|
Invest | |
| 14.68 | High |
-
|
-
|
-
|
-
|
-
|
4.1%
|
4.63%
|
Invest | |
| 52.73 | High |
7.56%
|
12.24%
|
9.72%
|
6.46%
|
-
|
-
|
3.31%
|
Invest | |
| 3522.13 | Very High |
6.1%
|
15.97%
|
20.85%
|
25.49%
|
-
|
-
|
20.15%
|
Invest | |
| 415.85 | Very High |
4.31%
|
3.79%
|
-
|
-
|
-
|
-
|
10.67%
|
Invest | |
| 1027.25 | Very High |
9.78%
|
16.4%
|
16.31%
|
-
|
-
|
-
|
17.03%
|
Invest | |
| 596.8 | Very High |
3.55%
|
-3.46%
|
-
|
-
|
-
|
-
|
5.01%
|
Invest | |
| 88.97 | Very High |
7.76%
|
16.77%
|
13.26%
|
11.82%
|
6.44%
|
7.11%
|
6.77%
|
Invest | |
| 110.69 | Moderate |
3.16%
|
11.61%
|
10.97%
|
-
|
-
|
-
|
10.54%
|
Invest | |
| 2903.51 | Moderate |
3.16%
|
11.19%
|
10.4%
|
9.66%
|
-
|
-
|
9.35%
|
Invest | |
| 19.46 | Moderate |
3.01%
|
11.12%
|
-
|
-
|
-
|
-
|
10.55%
|
Invest | |
| 1879.26 | Moderate |
2.82%
|
9.84%
|
9.39%
|
8.64%
|
7.28%
|
6.85%
|
6.97%
|
Invest | |
| 14223.39 | Low to Moderate |
2.83%
|
10.06%
|
9.19%
|
8.55%
|
7.22%
|
7.22%
|
42.18%
|
Invest | |
| 3275.01 | Low to Moderate |
2.66%
|
9.64%
|
8.95%
|
8.45%
|
7.23%
|
-
|
7.16%
|
Invest | |
| 5654.63 | Moderate |
2.77%
|
9.79%
|
8.93%
|
8.34%
|
7.1%
|
7.28%
|
7.23%
|
Invest | |
| 208.14 | Moderate |
2.41%
|
8.83%
|
9.07%
|
-
|
-
|
-
|
8.89%
|
Invest | |
| 7756 | Low to Moderate |
2.71%
|
9.57%
|
8.94%
|
8.37%
|
-
|
-
|
8.09%
|
Invest | |
| 573.39 | Very High |
4.01%
|
7.98%
|
13.05%
|
15.56%
|
-
|
-
|
11.93%
|
Invest |
| Fund Name | Risk | Standard Deviation | Alpha | Beta | Sharpe Ratio | |
|---|---|---|---|---|---|---|
| High |
10.94%
|
-
|
0.93%
|
0.62%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| High |
-
|
-
|
-
|
-
|
Invest | |
| High |
19.585%
|
-
|
-
|
-
|
Invest | |
| Very High |
18.943%
|
-
|
-
|
0.706%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
14.706%
|
-
|
-
|
-
|
Invest | |
| Moderate |
-
|
-
|
-
|
-
|
Invest | |
| Moderate |
-
|
-
|
-
|
-
|
Invest | |
| Moderate |
-
|
-
|
-
|
-
|
Invest | |
| Moderate |
1.604%
|
-
|
1.21%
|
-
|
Invest | |
| Low to Moderate |
1%
|
0.01%
|
0.48%
|
-
|
Invest | |
| Low to Moderate |
0.996%
|
-
|
6.785%
|
0.013%
|
Invest | |
| Moderate |
1.07%
|
-
|
0.827%
|
-
|
Invest | |
| Moderate |
-
|
-
|
-
|
-
|
Invest | |
| Low to Moderate |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
19.428%
|
-
|
-
|
0.234%
|
Invest |
| Fund Name | Min SIP | Min Lumpsum | Expense Ratio | Fund Manager | Launch Date | |
|---|---|---|---|---|---|---|
|
₹100
|
₹100
|
0.5%
|
Abhishek Bisen
|
25-Mar 2011
|
Invest | |
|
₹100
|
₹100
|
0.74%
|
Abhishek Bisen
|
14-Aug 2023
|
Invest | |
|
₹100
|
₹100
|
0.6%
|
Abhishek Bisen
|
31-Mar 2023
|
Invest | |
|
₹1000
|
₹0
|
1.26%
|
Arjun Khanna
|
20-Dec 2013
|
Invest | |
|
₹100
|
₹100
|
1.39%
|
Arjun Khanna
|
29-Dec 2020
|
Invest | |
|
₹100
|
₹100
|
0.61%
|
Abhishek Bisen
|
02-Feb 2021
|
Invest | |
|
₹100
|
₹100
|
2.39%
|
Abhishek Bisen
|
11-Dec 2023
|
Invest | |
|
₹100
|
₹100
|
2.19%
|
Abhishek Bisen
|
27-Feb 2023
|
Invest | |
|
₹100
|
₹100
|
2.39%
|
Abhishek Bisen
|
04-Mar 2024
|
Invest | |
|
₹100
|
₹100
|
1.62%
|
Arjun Khanna
|
26-Sep 2007
|
Invest | |
|
₹0
|
₹5000
|
-
|
Deepak Agrawal
|
30-Dec 2022
|
Invest | |
|
₹100
|
₹100
|
0.36%
|
Abhishek Bisen
|
11-Feb 2022
|
Invest | |
|
₹100
|
₹100
|
0.39%
|
Abhishek Bisen
|
11-Oct 2023
|
Invest | |
|
₹100
|
₹100
|
1.63%
|
Deepak Agrawal
|
21-Mar 2014
|
Invest | |
|
₹100
|
₹100
|
0.67%
|
Deepak Agrawal
|
21-Sep 2007
|
Invest | |
|
₹100
|
₹100
|
0.63%
|
Deepak Agrawal
|
14-May 2019
|
Invest | |
|
₹100
|
₹100
|
0.75%
|
Deepak Agrawal
|
29-Dec 1998
|
Invest | |
|
₹100
|
₹100
|
0.3%
|
Abhishek Bisen
|
17-Nov 2022
|
Invest | |
|
₹100
|
₹100
|
0.35%
|
Abhishek Bisen
|
11-Feb 2022
|
Invest | |
|
₹100
|
₹100
|
1.58%
|
Arjun Khanna
|
22-Jul 2021
|
Invest |
| Fund Name | Current NAV | Previous NAV | 1D NAV Change | 52- Week High NAV | 52- Week Low NAV | |
|---|---|---|---|---|---|---|
|
38.5568
(13-06-2025)
|
37.728
(12-06-2025)
|
2.2%
|
38.5568
|
27.0804
|
Invest | |
|
15.307
(13-06-2025)
|
15.391
(12-06-2025)
|
-0.55%
|
15.909
|
12.388
|
Invest | |
|
14.3866
(13-06-2025)
|
14.1215
(12-06-2025)
|
1.88%
|
14.3866
|
10.7874
|
Invest | |
|
19.216
(25-02-2020)
|
19.216
(25-02-2020)
|
0%
|
-
|
-
|
Invest | |
|
10.289
(13-06-2025)
|
10.2393
(12-06-2025)
|
0.49%
|
10.7586
|
8.7492
|
Invest | |
|
18.7282
(13-06-2025)
|
18.7076
(12-06-2025)
|
0.11%
|
19.2362
|
14.7307
|
Invest | |
|
13.279
(13-06-2025)
|
13.291
(12-06-2025)
|
-0.09%
|
14.424
|
11.494
|
Invest | |
|
15.237
(13-06-2025)
|
15.354
(12-06-2025)
|
-0.76%
|
15.652
|
13.087
|
Invest | |
|
11.608
(13-06-2025)
|
11.622
(12-06-2025)
|
-0.12%
|
13.187
|
9.974
|
Invest | |
|
24.704
(13-06-2025)
|
24.802
(12-06-2025)
|
-0.4%
|
24.864
|
20.314
|
Invest | |
|
12.5697
(13-06-2025)
|
12.5885
(12-06-2025)
|
-0.15%
|
12.7318
|
11.2923
|
Invest | |
|
12.7856
(13-06-2025)
|
12.8103
(12-06-2025)
|
-0.19%
|
12.9201
|
11.5386
|
Invest | |
|
11.8037
(13-06-2025)
|
11.8113
(12-06-2025)
|
-0.06%
|
11.9067
|
10.6654
|
Invest | |
|
22.7388
(13-06-2025)
|
22.7524
(12-06-2025)
|
-0.06%
|
22.8077
|
20.7632
|
Invest | |
|
3779.5592
(13-06-2025)
|
3782.5249
(12-06-2025)
|
-0.08%
|
3798.55
|
3452.01
|
Invest | |
|
1511.1507
(13-06-2025)
|
1511.7273
(12-06-2025)
|
-0.04%
|
1514.92
|
1383.28
|
Invest | |
|
65.517
(13-06-2025)
|
65.5775
(12-06-2025)
|
-0.09%
|
65.8834
|
59.9841
|
Invest | |
|
12.3169
(13-06-2025)
|
12.3179
(12-06-2025)
|
-0.01%
|
12.342
|
11.2992
|
Invest | |
|
12.291
(13-06-2025)
|
12.296
(12-06-2025)
|
-0.04%
|
12.3042
|
11.2688
|
Invest | |
|
10.5894
(12-06-2025)
|
10.5799
(11-06-2025)
|
0.09%
|
11.0498
|
8.5598
|
Invest |
Kotak Mutual Fund Return Calculator
What you would like to Calculate?
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
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Comparison of Top Kotak Mutual Fund
Kotak Gilt-Investment Regular-Growth
3Y Returns 7.57%
VS
ICICI Prudential Gilt Fund - Growth
3Y Returns 8.88%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns 7.81%
VS
UTI Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns 7.34%
Kotak Focused Equity Fund- Regular plan _ Growth Option
3Y Returns 19.06%
VS
HDFC Focused 30 Fund - GROWTH PLAN
3Y Returns 26.37%
Kotak Bluechip Fund - Growth
3Y Returns 18.91%
VS
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns 18.29%
Key Information of Kotak AMCHistory of Kotak Mahindra MFWhat is the Key Strategy of Kotak Mutual Fund?Best Kotak Mutual Funds to Invest via SIPFund Managers of Kotak Mutual FundHow to Select the Best Kotak Mutual Fund?How to Invest in Kotak Mutual Fund with MySIPonline?How are Kotak Mutual Funds Taxed?
Key Information of Kotak AMC
The table below covers the basic details of Kotak MF for you:
| Attribute | Details |
|---|---|
| Mutual Fund Name | Kotak Mutual Fund |
| AMC Name | Kotak Mahindra Mutual Fund |
| Sponsor Name | Kotak Mahindra Bank Limited |
| AMC Set Up Date | 23rd June 1998 |
| Incorporation Date | 5th August 1994 |
| AMC Age | 27 Years |
| Trustee Organisation | Kotak Mahindra Trustee Co. Ltd |
| MD & CEO | Mr Nilesh Shah |
| Investors Service Officer | Ms Sushma Mata |
*As on 01-05-2025
Pro Tip: In the current era, investing in Mutual Funds is a smart way towards a successful future.
History of Kotak Mahindra MF
Kotak Mahindra Mutual Fund is a trust that operates under the Indian Trusts Act of 1882. The Asset Management Company, also known as Kotak Mahindra Asset Management Company Limited, is incorporated under the Companies Act of 1956. It has authorization from SEBI to serve as the investment manager for the schemes of this asset management company:
- Kotak MF has a large funds management staff team.
- Kotak Fund House has 86 branches over a nationwide.
- Kotak AMC offers diverse funds to meet investor needs.
- Kotak's philosophy is bottom-up with a top-down cover.
What is the Key Strategy of Kotak Mutual Fund?
The key feature of Kotak AMC's investment framework combines growth and value investing, aiming for consistent returns across market cycles to generate long-term wealth for you.
Kotak MF has smartly laid out a unique investment style, known as the "BML Framework", which means:
Business Quality: Evaluated competitive positioning & market potential.
Management Integrity: Assess governance & leadership track record.
Longevity of Growth: Focuses on sustainable growth prospects.
Best Kotak Mutual Funds to Invest via SIP
Here are the 5 best Kotak SIP plans to start your mutual funds journey now:
| Fund Name | Launch Date | Category | AUM (cr) | 3 Yrs Returns | 5 Yrs Returns |
|---|---|---|---|---|---|
| Kotak Small Cap Fund | 24-02-2005 | Equity: Small Cap | â¹ 15,706 | 14.32% | 33.56% |
| Kotak Equity Opp Fund | 05-09-2004 | Equity: Large & Mid Cap | â¹ 24,913 | 18.84% | 25.17% |
| Kotak Flexicap Fund | 05-09-2009 | Equity: Flexi Cap | â¹ 30,827 | 17.37% | 22.44% |
| Kotak Medium Term Fund | 21-03-2014 | Debt; Medium Duration | â¹ 1,765 | 7.44% | 7.17% |
| Kotak Balanced Advantage Fund | 05-07-2018 | Hybrid; Balanced Advantage | â¹ 16,542 | 12.48% | 15.27% |
*As on 01-05-2025
Pro Tip: Do your own calculations using the SIP Calculator free of charge.
Fund Managers of Kotak Mutual Fund
Below-mentioned is a complete list of Kotak AMC's fund managers:
| Fund Manager | Category | Total Experience (Yrs.) |
|---|---|---|
| Mr. Harsha Upadhyaya | Equity | 23+Yrs |
| Mr. Abhishek Bisen | Debt/ Hybrid | 20+Yrs |
| Ms. Shibani Sircar Kurian | Equity/ Hybrid | 18+Yrs |
| Mr. Harish Bihani | Equity | 16+Yrs |
| Mr. Hitesh Shah | Hybrid | 18+Yrs |
| Mr. Arjun Khanna | Equity/ FOF Overseas | 17+Yrs |
| Mr. Satish Dondapati | Equity/ Hybrid | 23+Yrs |
| Mr. Jeetu Valechha Sonar | Hybrid/ FOF | 13+Yrs |
| Mr. Devender Singhal | Equity/ Hybrid | 23+Yrs |
| Mr. Nalin Rasik Bhatt | Equity | 20+Yrs |
| Mr. Atul Bhole | Equity/ Hybrid | 20+Yrs |
| Mr. Rohit Tandon | Equity/ Hybrid | 20+Yrs |
| Mr. Deepak Agrawal | Debt/ Hybrid | 23+Yrs |
| Mr. Mandar Pawar | Equity | 20+Yrs |
*As on 01-05-2025
How to Select the Best Kotak Mutual Fund?
To choose the best Kotak mutual funds, take the following actions:
- Set financial goals and adjust the plan accordingly.
- Assess your risk tolerance and adjust your strategy.
- Diversify the investments to reduce risk management.
- Before investing, research fund performance methods.
- Monitor your portfolio regularly and adjust as needed.
- Consult financial experts for market recommendations.
Pro Tip: Be one step ahead using the Step Up SIP Calculator and power up your returns.
How to Invest in Kotak Mutual Fund with MySIPonline?
Making an investment in Kotak mutual funds is simple and convenient through MySIPonline:
- Step 1:Explore & pick the best Kotak mutual funds for goals.
- Step 2:Register for free account, fill out your profile, add chosen fund.
- Step 3:Verify online KYC with a PAN, Aadhar, signature, a bank proof.
- Step 4:Explore the funds and add to desired mutual funds to the cart.
- Step 5:Do a payment of funds and wait for investment confirmation.
- Step 6:Monitor your assets daily with your MySIPonline.com account.
Pro Tip: Investing via SIP will give you compounding returns in the long term.
How are Kotak Mutual Funds Taxed?
The taxation of Kotak Mahindra MF depends on which category it falls under, that is, equity or debt:
Equity-oriented Mutual Funds
- Short-term Capital Gains (STCG):If you sell your units within one year of purchase, then it is taxed at a 20% rate.
- Long-term Capital Gains (LTCG):If your gains exceed Rs.1.25 lakh in one year, they are taxed at 12.50%. However, this taxation is applied if the units are sold after one year of holding.
Debt-oriented Mutual Funds
- Short-term Capital Gains:Investments are taxed based on the income tax slab rate you fall under for holdings up to 24 months.
- Long-term Capital Gains:You are taxed according to your slab rates, with no indexation benefits, with no difference for the holding period.
Pro Tip: When in doubt, let the Tax Calculator do the math for you.
Frequently Asked Questions
When did Kotak Mutual Fund started its operation?
The AMC was established on 23rd July 1998 with an aim to deliver investment expertise in an effective way to accomplish the investment needs of investors. The current AUM of Rs 139426.71 crore (as on 31st Dec 2018) suggests that the company has made its remark in investors' mind and they trust the fund house to deliver consistent returns.
Can I invest for a very short-term duration in Kotak MF?
Yes, when you invest in liquid funds, you can utilise the advantage to get comparatively higher returns than bank savings deposit and redeem any time as the emergency arrives. Kotak Liquid Regular Plan is available at MySIPonline to fulfil your very short-term investment needs or plan for emergency requirements.
What is the advantage of investing in Kotak Funds?
The AMC ensures safety, transparency, low cost, and higher return potential. By investing in any scheme offered by the fund house over a time horizon as mentioned in the investment objective, the investors will surely get adequate returns by investing. So, it depends on your investment decision as well to choose the scheme wisely.
Are all SIPs in Kotak Funds online tax-free?
No, all SIPs in Kotak MF are not tax-free. To get tax-saving benefits, you have to choose the ELSS scheme. Taxation in funds of this AMC is done as per the rules set by the Government.
How to analyse the performance of Kotak Mutual Funds?
To analyze the performance of any scheme provided by this AMC, you are required to check the returns of the particular scheme at MySIPonline at all durations. You can also check the performance of the SIPs by simply putting in the value in the relevant bracket and get the graph.
What are the parameters to choose the best Kotak Funds?
To analyse any mutual fund scheme of Kotak MF, you should check performance, risk & return ratio, expense ratio, fund manager’s experience, and asset allocation in the portfolio.
What are the different Kotak mutual funds available?
Determined to serve investors with the best investment solutions, this AMC provides a range of investment products to match with their investment objective. Based on your risk-appetite and other prominent factors, you can choose different schemes provided under equity, debt, and hybrid category funds. The segregation under the category to subcategory to schemes makes investors confident to get what they are searching for.
How do investors earn by investing in Kotak Mahindra Mutual Fund?
Kotak Mutual Fund offers various schemes which invest in equity and debt instruments depending on the investment objective. Each mutual fund scheme is managed by a competent fund manager who takes investment decision on a particular sector or stocks. As the business, company, and value of credit paper matures, the scheme gets a share of the profit and this profit is divided among investors based on mutual fund units they are holding. As investors keep on investing, the returns generated on a particular scheme is added on a continuous basis. Overall, compounding help the schemes to generate suitable returns to the investors over a time horizon.
Is there anything like minimum lock-in period for mutual fund investment units?
Apart from the ELSS scheme, i.e., Kotak Tax Saver Fund, which is for investors to get tax saving benefits and capital appreciation, there is no scheme with a lock-in period. The ELSS scheme has a lock-in of 3-years as mentioned in SEBI mandates.
Why do I need a financial adviser?
It is not necessary that you should take the help of a financial adviser if you understand the important parameters of investing. But, for new investors, it is important to take consultation from the experts as they will help in sorting out the relevant schemes. Further, if you are confused among schemes or unable to review your portfolio, you are in a need of adviser.
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