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.

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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:

  • Kotak Mutual Fund offers a diverse selection of 114 distinct mutual fund schemes, catering to a wide range of investor preferences.

  • 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.

  • 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

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:

  • 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.

  • Proof of Address: Passport, Voter ID card, Ration card, Registered Lease or Sale Agreement of Residence, Driving License, Flat Maintenance bill, or Insurance Copy.


  • Which Kotak Mutual Fund is best?

    Some of the most popular Kotak Mutual Funds include:
    • Kotak Small Cap Fund

    • Kotak Infrastructure and Economic Reform Fund

    • Kotak Emerging Equity Fund

    • Kotak India EQ Contra Fund

    • Kotak Equity Opportunities Fund

  • 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.

    • A strong track record of performance.

    • A team of experienced and qualified fund managers.

    • A robust investment process.

  • 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

    • Kotak Infrastructure and Economic Reform Fund: 25.93% annualized returns

    • Kotak Emerging Equity Fund: 31.58% annualized returns

    • Kotak India EQ Contra Fund: 26.44% annualized returns

    • Kotak Equity Opportunities Fund: 25.82% annualized returns

  • 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.

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^^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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