Kotak Mutual Fund
Established in 1985, Kotak Mutual Fund is a wholly owned subsidiary of Kotak Mahindra Bank and was started by Mr. Uday Kotak. Kotak Mahindra Asset Management Company Limited is the asset manager for the mutual fund.
It is one of the most prominent mutual funds in the country. Kotak Mahindra Mutual Fund has more than 81 lakh investors and 50,000 empanelled distributors. This scheme is also a key constituent of the Nifty 50 Index of the National Stock Exchange.
Kotak Mahindra Mutual Fund is registered with SEBI with the registration code MF/038/98/1. By the end of December 2023, it had assets under management (AUM) worth Rs. 3,53,913 crore.
Kotak Mutual Fund Key Information
Best Kotak Mutual Funds
AUM ₹133 Cr •
Expense 0.3%
AUM ₹877 Cr •
Expense 1.8%
AUM ₹3707 Cr •
Expense 0.5%
AUM ₹609 Cr •
Expense 1.3%
AUM ₹106 Cr •
Expense 1.2%
- ▲ 12.7%
AUM ₹2007 Cr •
Expense 0.6%
AUM ₹96 Cr •
Expense 0.4%
AUM ₹2648 Cr •
Expense 0.6%
AUM ₹552 Cr •
Expense 0.8%
AUM ₹275 Cr •
Expense 0.2%
AUM ₹3318 Cr •
Expense 0.5%
AUM ₹4014 Cr •
Expense 0.5%
AUM ₹485 Cr •
Expense 0.7%
AUM ₹61694 Cr •
Expense 0.4%
AUM ₹23886 Cr •
Expense 0.5%
AUM ₹67 Cr •
Expense 0.3%
AUM ₹97 Cr •
Expense 0.2%
AUM ₹2339 Cr •
Expense 0.7%
AUM ₹30712 Cr •
Expense 0.6%
AUM ₹3054 Cr •
Expense 0.6%
Management Team | |
Mr. Nilesh Shah | CEO |
Mr. Harsha Upadhyaya | Chief Investment Officer |
Ms. Jolly Bhatt | Chief Compliance Officer |
Top Fund Managers of Kotak Mutual Fund
Compare Kotak Mutual Fund with other AMCs
AMC | AUM(in Cr) | AUM change (1M) | AUM Rank | Action |
|---|---|---|---|---|
 ICICI | ₹10.3L Cr | + ₹12.1K Cr | 1/49 | Invest |
 HDFC | ₹9.5L Cr | - ₹4.9K Cr | 2/49 | Invest |
 SBI | ₹9L Cr | + ₹9.5K Cr | 3/49 | Invest |
 Kotak | ₹5.6L Cr | - ₹3K Cr | 4/49 | Invest |
 Nippon | ₹4.9L Cr | - ₹5.4K Cr | 5/49 | Invest |
 Aditya Birla Sun Life | ₹4.4L Cr | - ₹2.8K Cr | 6/49 | Invest |
 Axis | ₹3.6L Cr | + ₹2.3K Cr | 7/49 | Invest |
 UTI | ₹2.6L Cr | + ₹765.8 Cr | 8/49 | Invest |
Key information about Kotak Mutual Funds
2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400 051
18003091490 / 044-40229101
From Monday to Friday, you can call between 9:30 am to 6:00 pm.
On Saturday you can call between 9:30 am to 12:30 pm.
How to Start Investing in Kotak Mutual Fund with INDmoney
After you have understood the details about Kotak Mutual Funds, it is time for you to start your investment process with INDmoney. Below are some simple steps to follow to start your mutual fund's investment journey with us.
Step 1: Download the INDmoney app and create your free investment account by completing your KYC ( Know Your Customer).
Step 2: Once your Free investment account is ready, you can either search for Kotak Mutual Funds or go to the mutual fund section.
Step 3: Choose any Kotak Mutual Funds by looking at aspects like past returns, volatility, downside capture ratio, AUM, Expense ratios and underlying stocks and sectors.
Step 4: You can choose to set up SIP in any Kotak Mutual Funds or even invest as a lump sum. Once you are on the individual Kotak Mutual Funds page, click from the bottom "One-time" for lump sum investment or "SIP" for a systematic investment plan.
Step 5: Choose the amount that you want to invest as SIP or Lump Sum.
Step 6: Set up payments. If you choose to set up SIP in any Kotak Mutual Funds, you can do a free automatic pay set-up via bank mandate or UPI. If you choose to invest in a lump sum (one-time) then you can pay via UPI, net banking, NEFT or RTGS.
Frequently asked questions
How to calculate Kotak Mutual Fund SIP ?
You can calculate the Daily/ Weekly/ Monthly/ Quarterly SIP Amount for all Kotak Mutual Funds using INDMoney’s Trust SIP Calculator
What are the five top-performing Kotak Mutual Funds?
1. Kotak Multicap Fund Direct Growth
2. Kotak NASDAQ 100 Fund of Fund Direct Growth
3. Kotak Nifty Next 50 Index Fund Direct Growth
4. Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
5. Kotak Small Cap Direct Growth
are the five top-performing Kotak mutual funds
How can I get an account statement for my investment in Kotak Mutual Fund?
You can receive your Kotak Mutual Fund account statement on your registered email and INDMoney’s online portal after you invest.
How safe are investments in Kotak Mutual Fund?
SEBI regulates transactions at Kotak Mutual Fund. It ensures the financial security of the investments. You must bear in mind though that mutual fund investments are subject to market risks. Thus, you must study the market risks before investing in Kotak Mutual Fund.
How to redeem a Kotak mutual fund?
There are various ways you can redeem your Kotak Mutual Fund. If you have invested from IND money, you can simply place your redemption request from the INDmoney mobile app.
What are the factors you should consider for investing in a mutual funds
Some of the factors you should consider for investing in a mutual fund are:
- Experience of the fund manager
- Past performance of the fund
- AMC’s reputation
- Your risk appetite
- Investment horizon
- Portfolio of the scheme