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Kotak Mahindra Mutual Fund
Kotak Mahindra Mutual Fund (KMMF) is one of the leading asset management companies in India. It is a part of the Kotak Mahindra Group, one of the largest financial services groups in India. KMMF offers a wide range of mutual fund schemes across equity, debt, hybrid, and liquid fund categories. As of 31st March 2023, Kotak AMC boasts an impressive Assets Under Management exceeding 2.86 lakh crores, underscoring its substantial presence in the market.
Investment Plans
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Guaranteed Tax Savings
Under sec 80C & 10(10D) -
₹1 Crore
Invest ₹10k per month* -
Zero LTCG Tax
Top performing plans˜ with High Returns**
Invest ₹10K/month & Get ₹1 Crore returns*
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Mutual Funds in India
- Kotak Mahindra Mutual Fund
Top Performing Kotak Mahindra Mutual Fund
| Fund Name | Category | 1-Year Returns | 5-Years Return | Fund Size |
| Kotak Balanced Advantage Fund | Hybrid | 12.70% | 12.39% | ₹15,050 |
| Kotak Small Cap Fund | Equity | 20.30% | 26.44% | ₹12,286 |
| Kotak Debt Hybrid Fund | Hybrid | 11.30% | 12.23% | ₹1,975 |
| Kotak Equity Savings Fund | Hybrid | 13.00% | 10.56% | ₹2,936 |
| Kotak Gilt Investment PF & Trust Fund | Debt | 5.10% | 8.62% | ₹1,699 |
| Kotak Banking and PSU Debt Fund | Debt | 7.20% | 7.80% | ₹6,195 |
| Kotak Equity Hybrid Fund | Hybrid | 15.60% | 17.41% | ₹4,171 |
| Kotak Overnight Fund | Debt | 6.50% | - | ₹9,806 |
| Kotak Equity Arbitrage Fund | Hybrid | 7.90% | 5.78% | ₹25,860 |
| Kotak Infrastructure and Economic Reform Fund | Equity | 29.30% | 22.96% | ₹1,097 |
| Kotak Equity Opportunities Fund | Equity | 22.10% | 19.77% | ₹15,013 |
| Kotak Emerging Equity Fund | Equity | 20.40% | 23.15% | ₹33,091 |
| Kotak Bluechip Fund | Equity | 16.00% | 16.62% | ₹6,370 |
| Kotak Tax Saver Fund | Equity | 19.90% | 19.12% | ₹4,089 |
| Kotak India EQ Contra Fund | Equity | 23.10% | 18.10% | ₹1,793 |
About Kotak Mahindra Mutual Fund
Since its inception in December 1998, Kotak Mutual Fund has been a pioneer in the industry. It set a significant milestone by introducing the first dedicated gilt fund, providing a unique avenue for investors to engage with Government securities exclusively.
Operating within the regulatory framework of SEBI ('Mutual Funds') Regulations, 1996, and SEBI (Portfolio Manager) Regulations, 1993, KMAMC not only manages mutual funds but also offers portfolio management services. Through its subsidiary, Kotak Mahindra Pension Fund Limited, the company extends its expertise to pension fund management services.
Highlights of Kotak Mahindra Mutual Fund:
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Kotak Mutual Fund offers a diverse selection of 114 distinct mutual fund schemes, catering to a wide range of investor preferences.
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These encompass 30 equity schemes, 70 debt schemes, and 5 hybrid schemes. Additionally, the remaining 9 schemes, which include commodities, contribute to the fund's comprehensive portfolio.
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Kotak Mutual Fund holds 6.94% of the industry AUM.
Key Information About Kotak Mahindra Mutual Fund
| Asset Management Company Name | Kotak Mahindra Asset Management Company Limited (KMAMC) |
| Mutual fund name | Kotak Mahindra Mutual Fund |
| Founded | 23 June 1998 |
| MD and CEO | Mr. Nilesh Shah |
| AMC Incorporation Date | 5 August 1994 |
| Investor Service Officer | Ms. Sushma Mata |
| Trustee Organisation | Kotak Mahindra Trustee Co. Ltd. |
| Compliance Officer | Ms. Jolly Bhatt |
| Top Fund Managers | Deepak Agrawal Abhishek Bisen Devender Singhal Harish Krishnan Arjun Khanna Pankaj Tibrewal Ms. Shibani Kurian Harsha Upadhyaya |
Types of Funds
What are the Documents Required for Investing in Kotak Mahindra Mutual Fund?
To invest in Kotak Mahindra Mutual Fund, you will need to provide the necessary KYC (Know Your Customer) documents. These documents should include:
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Proof of Identity: Aadhaar card, Passport, Voter ID card, Driving license, PAN card with a photograph, or any other government-issued identity card with a photograph.
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Proof of Address: Passport, Voter ID card, Ration card, Registered Lease or Sale Agreement of Residence, Driving License, Flat Maintenance bill, or Insurance Copy.
FAQ's
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Which Kotak Mutual Fund is best?
Some of the most popular Kotak Mutual Funds include:-
Kotak Small Cap Fund
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Kotak Infrastructure and Economic Reform Fund
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Kotak Emerging Equity Fund
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Kotak India EQ Contra Fund
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Kotak Equity Opportunities Fund
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Is it good to invest in Kotak Mutual Fund?
Some of the advantages of investing in Kotak Mutual Funds include:-
A wide range of funds to choose from, catering to different investment objectives and risk appetites.
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A strong track record of performance.
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A team of experienced and qualified fund managers.
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A robust investment process.
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What is the performance of Kotak Mutual Fund in the last 5 years?
Kotak Mutual Funds have performed well over the last 5 years. Some of the top performing Kotak Mutual Funds over the last 5 years are:-
Kotak Small Cap Fund: 26.44% annualized returns
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Kotak Infrastructure and Economic Reform Fund: 25.93% annualized returns
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Kotak Emerging Equity Fund: 31.58% annualized returns
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Kotak India EQ Contra Fund: 26.44% annualized returns
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Kotak Equity Opportunities Fund: 25.82% annualized returns
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How can I invest in Kotak Mutual Fund directly?
To invest in Kotak Mutual Fund directly, you can visit the Kotak Mahindra Mutual Fund website or app. You can also invest in Kotak Mutual Funds through various financial advisors and online investment platforms like Policybazaar.
*All savings are provided by the insurer as per the IRDAI approved insurance
plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
++Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
˜Top 5 plans based on annualized premium, for bookings made in the first 6 months of FY 24-25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.
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