Kotak Mahindra Mutual Fund

Let Your Money Make Wealth Simply with Kotak Mutual Fund

It is the fund house whose assets are being managed by the Kotak Mahindra Asset Management Company (KMAMC). Kotak Mutual Fund has launched a number of schemes under different categories for its investors with diverse return and risk involvement. It was the first fund house which launched a gilt fund for investors that invests only in the government securities. It has tried to reach investors by spreading across 80 cities with 84 branches.

  • Incorporated

    Jan-23-1998
  • CEO / MD

    Mr. Nilesh Shah

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  • Snapshot
  • Information
  • Performance
  • Tenure
  • 1Y
  • 3Y
  • 5Y
Fund Name Latest NAV (₹) Rating Return (%) Double Money In 1 Lac Grew To (₹)  
36.89
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14.18 6Y 6M 1.49 L Invest
39.25
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9.89 6Y 6M 1.33 L Invest
Kotak Asset Allocator Fund (G)
Moderately High risk | FoF-Overseas
85.71
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9.29 8Y 8M 1.31 L Invest
Kotak Corporate Bond Fund (G)
Moderate risk | Corporate Bond
2625.97
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8.03 8Y 1M 1.26 L Invest
Kotak Dynamic Bond Fund (G)
High risk | Dynamic Bond
25.99
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7.72 7Y 12M 1.25 L Invest
Kotak Credit Risk Fund (G)
Moderate Low risk | Credit Risk
21.54
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7.07 8Y 9M 1.23 L Invest
19.67
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5.89 12Y 2M 1.19 L Invest
Kotak India EQ Contra Fund (G)
Moderately High risk | Value/Contra
54.36
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15.25 7Y 9M 1.53 L Invest
Kotak Equity Opportunities Fund (G)
Moderate risk | Large & Mid Cap
124.97
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12.36 7Y 3M 1.42 L Invest
Kotak Tax Saver Fund (G)
High risk | ELSS
save tax
45.68
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12.06 7Y 7M 1.41 L Invest

KOTAK FAQs

We Help You in Building Your Wealth!
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.

Kotak Mutual Fund Making Online Investing Easy

By pinpointing investment opportunities in the most propitious sectors, Kotak mutual fund aims to invest your hard-earned money in the segments which suit the needs of the investors. Kotak Mahindra mutual fund is diversifying the clients pooled investment in divergent industries. It has been a trustworthy brand since inception. Kotak Mahindra Asset Management Company (KMAMC) was incorporated in December 1998 and is having assets under management of nearly Rs. 1.4 lac Crore (as on 31st Dec 2018). The AMC comes from the house of Kotak Mahindra Group which is one of the leading financial conglomerates incorporated in 1985. Kotak AMC has launched various kotak mutual sip plans keeping in mind the investors’ varying needs and desires. It is the first company to unveil a dedicated gilt plan that invests purely in government securities. A subsidiary of Kotak Mahindra Bank, Kotak AMC has 84 branches at present in the country. We are proud to Serve Kotak AMC as the online distributor for a highly reliable brand as Kotak AMC. With a resolution of providing the best customer support, we are always ready to provide any assistance at any point in time.

Kotak SIP or Lumpsum are the two major investment methods. Kotak Mahindra MF has added a new feature to SIP. Now, you can upgrade your SIP with the help of SIP booster plan. By using this option, you can initially start with a low amount of SIP and then say, after 6 months or so, you can increase the amount of SIP.

Kotak Mahindra Mutual Fund - Vision

The vision of Kotak Mutual Fund is to be a responsible player. It means establishing a sense of security among the investors so that they can hand over their rightfully earned money to the fund managers. The fund managers at Kotak MF are highly experienced in handling the investments according to the different needs of the investors.

Another important aim of Kotak Mahindra Mutual Fund is to provide a consistently growing performance of each and every fund. With several years of expertise and experience, This AMC has managed to launch a wide range of products catering to the need of all clients and also managing the kotak mahindra sip plans quite well.

Adapting to Change and Hard-Work

Kotak Mutual Fund is attaining new heights with every passing quarter with the help of dedicated fund managers and employees. Working with a disciplined approach, Kotak Mahindra MF has launched various online investing options through our site. “Change is inevitable; change is constant”, rightly quoted by Benjamin Disraeli, is sincerely followed by Kotak AMC. They are always ready to change with the changing market scenario and also alter the investment strategies according to the client’s needs.

Kotak Mutual Fund - Portfolio Mangement

A highly customised segment of Kotak Mutual Fund emphasizes on the portfolio management according to the customer and not for the benefit of the company. No clients have identical portfolios as the investment style depends on the goals and objectives of the investments. As there is no set pattern followed in order to design the portfolio, each and every fund’s folio is precisely tailor-made at Kotak Mahindra mutual fund after considering various aspects of the instruments. As an online partner, we also abide by this rule strictly. While providing assistance to the clients, our experts never exert undue pressure on the investors. It is the customer’s freewill whether to invest in a particular scheme or not. We recommend a portfolio of mutual funds which is suitable for the particular investor.

Kotak Mutual Fund - Top SIP Plans

However, most of the kotak mutual funds have been beneficial for the investors, but following Mutual fund plans of Kotak have been among the favourite of the investors as well as experts.

  • Kotak Emerging Equity Scheme
  • Kotak Standard Multi-Cap Fund
  • Kotak Corporate Bond Fund
  • Kotak Low Duration Fund

Kotak mahindra Mutual Fund has partnered with MySIPonline to provide the same trust and guarantee of services through an online portal as well. Here, clients are free to access a wide range of schemes that fall under different categories like large-cap mutual funds, small-cap, midcap, etc. launched by Kotak Mahindra Mutual Fund through an online portal. Adding to the missions and values of this AMC, our site presents the clients with the best-ever customer satisfaction. The scheme like Kotak Emerging Equity Scheme and Kotak Standard Multicap Fund are on the list of top performing mutual funds making a strong presence in the market.

Kotak MFprovides the clients with a bouquet of schemes which allow them to invest and choose according to their freewill without much hesitation. Thus, the clients have access to better portfolio management and a variety of mutual fund schemes to select from. Customers can also take advantage of SIP calculator which helps to calculate returns after a known tenure at an expected rate of return. Investors can use the SIP return calculator to make an informed decision regarding investments. Kotak MF is a trusted AMC in India which has satisfied millions of investors and aims to maintain the reputation it has built in the mutual fund industry.

Meet Our Clients
Last year I started my career with investments in a scheme of Kotak mf. It is an open-ended scheme, and in the past one year, it has given me enough returns despite of negative market. I am quite happy with these returns and will be going to stay for the next 3 years. At the same time, I want to thanks the people of this platform, who has provided me with a good scheme for investing. Thank You, guys!
Ramesh Dave Pune, Maharashtra
Kotak Mutual Fund is my first choice for making investments because the fund house is yielding high returns in many of its schemes. At the same time, it has been offering the funds that are suitable for every kind of investor. I invested in one scheme of the company a year ago from this platform, and it has been a great experience. I have invested some amount with lumpsum mode and a some through monthly investment mode to get the best returns at the end.
Subhanshu Jain Delhi, India
Mysiponline has provided me the opportunity of investing in different schemes of Kotak mutual funds without having to fill the formalities over and over again. After registering once on the site I had to just select the scheme and amount for investing, whereas in the offline mode I had to fill the form again and again even if i wished to invest in the same company.
Harindra Singh Bangalore, India
I have tried various investment methods but was never able to time the market. But, after choosing Mysiponline and the kotak mahindra mutual funds suggested by them, my portfolio has seen a revamp. I am tension-free as my son’s education would be taken care of by the money I will receive on the maturity of the scheme. Thanks alot!
Vivek Singh Rao Chennai, India
I am a college student. I have a dream of becoming an entrepreneur in my life. But initiating a start-up company will require a huge amount of money. Therefore, I started making small investment in a large cap oriented scheme of Kotak Mahindra Mutual Fund. I save some amount of money from my pocket money and pool it in the SIP. By far the returns have been stable and consistent.
Nikhil Yadvendu Mumbai, Maharashtra
I chose Kotak Mutual Fund after seeing the performance of the schemes provided by them. The amc is top class, as there are a variety of schemes available and the investors can choose the most suitable one. I am happy with my decision as my portfolio has always been in the green.
Disha Choubisa Kolkata, India >
I invest Rs. 2000 every month in the Kotak standard multicap fund of Kotak Mutual Fund for gaining good returns in 5-7 years. It’s been three years since I invested my money in this multicap fund, and the fund is providing me good capital returns. The fund has diversified the assets among different sectors very well with financial sector topping the charts. This scheme is suitable for the individuals who have moderate risk appetite just like me.
Shekhar Gupta Hyderabad, Andhra Pradesh
When making investments in any instrument, I prefer to put my money in the big names. So, when I started with my investments, Kotak mf was the first AMC that came to my mind. After doing a thorough research on the different schemes provided by the AMC, I went with the multi cap fund and the growth it has provided in just 3 years is just spectacular. Hope to see a similar performance in the next 5 years too.
Deepak Mahajan Chennai, Tamil Nadu
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