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.

Best Kotak Mutual Funds

Equity Funds
Debt Funds
Hybrid Funds

Fund Name	AUM	1 Yr Return	Exp. Ratio
Kotak Multicap Fund Direct Growth	₹15871 Cr	7.56%	0.45%	Invest
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option	₹2133 Cr	-0.38%	0.70%	Invest
Kotak India EQ Contra Fund - Growth - Direct	₹3935 Cr	7.27%	0.60%	Invest
Kotak Manufacture in India Fund Direct Growth	₹2266 Cr	5.55%	0.56%	Invest
Kotak Emerging Equity Scheme Direct Growth	₹48129 Cr	12.03%	0.45%	Invest
Kotak Pioneer Fund Direct Growth	₹2554 Cr	8.21%	0.51%	Invest
Kotak Equity Opportunities Direct Growth	₹24913 Cr	6.51%	0.61%	Invest
Kotak ELSS Tax Saver-Scheme-Growth - Direct	₹5863 Cr	4.75%	0.71%	Invest
Kotak Flexicap Fund Direct Growth	₹49130 Cr	7.95%	0.64%	Invest
Kotak Nifty Next 50 Index Fund Direct Growth	₹560 Cr	3.30%	0.11%	Invest
Kotak Bluechip Direct Growth	₹9424 Cr	9.34%	0.62%	Invest
Kotak NASDAQ 100 Fund of Fund Direct Growth	₹2925 Cr	5.75%	0.25%	Invest
Kotak Small Cap Direct Growth	₹15706 Cr	5.87%	0.58%	Invest
Kotak Focused Equity Fund Direct Growth	₹3335 Cr	7.96%	0.59%	Invest
Kotak Nifty 50 Index Fund Direct Growth	₹808 Cr	6.64%	0.07%	Invest
Kotak ESG Exclusionary Strategy Fund Direct Growth	₹848 Cr	7.22%	0.91%	Invest
Kotak Global Innovation Fund of Fund Direct Growth	₹480 Cr	2.93%	0.50%	Invest
Kotak Global Emerging Market Fund - Growth - Direct	₹88 Cr	3.25%	1.30%	Invest
Kotak Energy Opportunities Fund Direct Growth	₹0 Cr	0.00%	0.00%	Invest
Kotak Nifty Top 10 Equal Weight Index Fund Direct Growth	₹0 Cr	0.00%	0.00%	Invest

List of Kotak Mahindra Asset Management Co Ltd Fund Managers

Name	Experience	Schemes	AUM (Cr)
Harish Bihani	---	9	₹20754 Cr
Abhishek Bisen	16 Years	171	---
Hiten Shah	11 Years	18	---
Arjun Khanna	11 Years	10	---
Harsha Upadhyaya	20 Years	20	---
Shibani Kurian	19 Years	20	---
Deepak Agrawal	17 Years	90	---
Devender Singhal	16 Years	76	---
Atul Bhole	10 Years	6	---
Satish Dondapati	16 Years	54	---

Key information about Kotak Mutual Funds

Address

2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400 051

Phone Number

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.

Compare Kotak Mutual Fund with other AMCs

AMC	AUM(in Cr)	AUM change (1M)	AUM Rank
Zerodha	₹914.6 Cr	- ₹37.4 Cr	3/45	Invest
ICICI	₹8L Cr	- ₹33.5K Cr	4/45	Invest
SBI	₹7.4L Cr	- ₹25.7K Cr	5/45	Invest
HDFC	₹7.6L Cr	- ₹41.8K Cr	6/45	Invest
Kotak	₹4.6L Cr	- ₹23.1K Cr	7/45	Invest
Nippon	₹3.9L Cr	- ₹23.4K Cr	8/45	Invest
Aditya Birla Sun Life	₹3.7L Cr	- ₹7.6K Cr	9/45	Invest
Axis	₹3.1L Cr	- ₹14K Cr	10/45	Invest

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