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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.
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The long-term investing strategy of Kotak Mutual Fund is long-term investing to achieve better performance and has a strong historical track record. They use the BMV model, in which B refers to scalable and growing business, M stands for corporate governance management, and V stands for appropriate valuation. This approach has helped AMC become one of the top asset management companies (AMCs). This strategy is the secret success strategy of this mutual fund house.
Mr. Harsha Upadhyaya is the Chief Investment Officer (CIO) for both Equity and Debt at Kotak Mahindra AMC. He has 26 years of rich experience in Equity Research and Fund Management. Previously, he worked at renowned firms including DSP BlackRock, UTI Asset Management, Reliance Group, and SG Asia Securities.
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 assets management company
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The taxation of these Kotak mutual funds depends on which category they fall under equity or debt.
Short-term Capital Gains (STCG): Taxed at a flat rate of 15% if units are sold within one year of purchase.
Long-term Capital Gains (LTCG): Gains exceeding Rs. 1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.
Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.
Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.
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