Kotak Mahindra Mutual Funds
Kotak Mahindra Asset Management Company has been a trusted name in India’s mutual fund space. The company started operations in 1998. It is fully owned by Kotak Mahindra Bank. The company was incorporated in 1994 under Companies Act of 1956. Today the company has grown to become one of the largest asset management companies in India. Kotak Mutual Fund is known for giving investors innovative solutions for their investment and financial needs. It was the first AMC in India to launch a gilt fund that has its focus only on government securities. This was an important step for offering safer and long duration investment choices for investors. Through years, Kotak has introduced many forward thinking schemes. These schemes have helped in gaining the confidence of investors. The fund house has a wide range of products across all asset classes. It has many objectives, such as saving, generating income or helping investors make wealth. Kotak’s consistent performance over the years makes a good choice for lots of Indian people.
List of Kotak Mahindra Mutual Funds (88 Funds).
Kotak Silver ETF Fund of Fund
Commodity • Precious Metals • Direct Growth3Y CAGR
41.54%
Expense ratio
0.62%
Returns vs category
N/A
Risk vs category
N/A
Kotak Gold
Commodity • Precious Metals • Direct Growth3Y CAGR
32.32%
Expense ratio
0.66%
Returns vs category
Risk vs category
Kotak Nifty Smallcap 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
22.23%
Expense ratio
0.2%
Tracking error
Fund size
Kotak Manufacture in India Fund
Equity • Other • Direct Growth3Y CAGR
20.47%
Expense ratio
0.64%
Returns vs category
N/A
Risk vs category
N/A
Kotak Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
20.27%
Expense ratio
0.39%
Returns vs category
Risk vs category
Kotak Pioneer Fund
Equity • Other • Direct Growth3Y CAGR
20.10%
Expense ratio
0.61%
Returns vs category
N/A
Risk vs category
N/A
Kotak Multicap Fund
Equity • Multi Cap • Direct Growth3Y CAGR
19.02%
Expense ratio
0.49%
Returns vs category
Risk vs category
Kotak Nifty Next 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
17.75%
Expense ratio
0.1%
Tracking error
Fund size
Kotak Contra Fund
Equity • Contra • Direct Growth3Y CAGR
17.06%
Expense ratio
0.65%
Returns vs category
N/A
Risk vs category
N/A
Kotak Business Cycle Fund
Equity • Other • Direct Growth3Y CAGR
16.90%
Expense ratio
0.67%
Returns vs category
N/A
Risk vs category
N/A
About
AMC Summary
The total assets under management (AUM) stood at Rs. 4.91 lakh crore as of January 2025. Kotak Mahindra provides portfolio management and mutual fund services. Pension funds are managed by its subsidiary, Kotak Mahindra Pension Fund. It has more than 260 schemes for investors of various categories.
About Kotak Mahindra Asset Management Company Limited
Uday Kotak founded Kotak Mahindra Group in 1985. It was granted a banking licence from RBI in 2003. It has more than 5,000 branches.
Kotak Mahindra Mutual Fund Key Information
- Mutual fund name: Kotak Mahindra Mutual Fund
- Founding year: 1993
- Headquarters: Mumbai
- Trustee organisation: Kotak Mahindra Trustee Company Limited
- Kotak Mahindra AMC Managing Director: Nilesh Shah
How to invest in Kotak Mahindra Mutual Funds
- Sign in on the Kotak Mahindra Mutual Fund website or Upstox app.
- Complete KYC by uploading a driving licence, passport, voter ID, PAN card or Aadhaar.
- For address, upload passport, Aadhaar or utility bill.
- Check the various Kotak Mahindra mutual fund schemes and pick the one that suits you.
- Choose the duration for which you want to keep your funds invested.
- Pick either a one time payment option or go for a systematic investment plan (SIP).
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Frequently Asked Questions
How can I get my Kotak Mahindra Mutual Fund statement?
You need to go to the Kotak Mahindra Mutual Fund website and place a request. You can also get a statement from KFintech or CAMS Online.
How much time does it take to redeem Kotak Mahindra Mutual Funds?
Redeeming a fund online using a demat or trading account usually takes 2-3 working days.
How to increase the SIP amount in Kotak Mahindra Mutual Funds?
You have to go to the Kotak Mahindra Mutual Fund website or Upstox app and place a request to increase your SIP there by following the instructions.
How to redeem Kotak Mahindra Mutual Funds online?
You can visit the AMC website, enter your folio number and submit a redemption request. The Upstox app is another way to do it. You can also go to a physical branch and submit a redemption request there.
How to start a SIP in Kotak Mahindra Mutual Fund online?
Start a SIP by going to the Kotak Mahindra Mutual Fund website or Upstox app and placing a request there.
What are the redemption charges of Kotak Mahindra Mutual Funds?
Redemption charges vary depending on the mutual fund scheme and the holding period. Need to check the relevant scheme’s details to find out the exact amount.
What determines the taxes on mutual fund returns?
Gains made from selling fund units within 12 months of purchase fall under short-term capital gains. They are taxed at 20%. Gains made from funds held for more than a year fall under long-term capital gains. Tax-free gains up to Rs 1.25 lakh are allowed each fiscal year. Gains over this amount are taxed at 12.5%.
Which is the best Kotak Mahindra Mutual Fund to invest in?
Your investment horizon, ability to take risks and financial objectives will decide the fund you want to invest in. Before making an investment, talk to a financial advisor.