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Kotak Mutual Fund

Kotak Mahindra Asset Management Company Limited (KMAMC) is a public limited company registered under the Companies Act, 1956 on August 2, 1994. The company is the asset manager of Kotak Mahindra Mutual Fund (KMMF) and a wholly and a subsidiary of Kotak Mahindra Bank Limited (KMBL).

Kotak Mutual Fund began its operations back in December 1998. It was the first AMC to offer a dedicated gilt fund for investing solely in Government securities.

It provides mutual fund and portfolio management services under SEBI ('Mutual Funds') Regulations, 1996 and SEBI (Portfolio Manager) Regulations, 1993. KMAMC also offers pension fund management services through its subsidiary, the Kotak Mahindra Pension Fund Limited.

Currently, the company offers around 261 schemes catering to the variable risk appetite of investors. It primarily invests in AAA and AA rated companies and possesses a substantial value of assets under management (AuM). KMAMC also provides customers with the option to avail income tax benefits under Section 80C.

As of 31st Jan 2021, the asset under management of Kotak AMC is 284617.8 crore. 

KMAMC has 86 branches spread over 82 cities in India. and has 25.9 lakh, unique investors.

List of undefined in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Kotak Bluechip FundEquityVery High-2.8%5₹4,997
Kotak Debt Hybrid FundHybridModerately High3.8%5₹1,582
Kotak Small Cap FundEquityVery High4.0%4₹8,356
Kotak Emerging Equity FundEquityVery High7.6%4₹21,935
Kotak Infrastructure and Economic Reform FundEquityVery High12.6%4₹646
Kotak Equity Opportunities FundEquityVery High3.4%4₹10,842
Kotak Tax Saver FundEquityVery High3.9%4₹2,794
Kotak Equity Hybrid FundHybridVery High4.3%4₹2,908
Kotak India EQ Contra FundEquityVery High0.4%4₹1,379
Kotak Equity Savings FundHybridModerately High6.2%4₹1,972
Kotak Gold FundOtherHigh6.4%4₹1,318
Kotak Medium Term FundDebtModerate3.4%4₹1,931
Kotak Dynamic Bond FundDebtModerate2.1%4₹2,039
Kotak Low Duration FundDebtModerate3.9%4₹6,960
Kotak Equity Arbitrage FundHybridLow4.7%4₹23,310
View All

Key information

Mutual fund nameKotak Mahindra Mutual Fund
Founded23 June 1998
AMC Incorporation Date5 August 1994
Sponsor nameKotak Mahindra Bank Limited
Trustee organisationKotak Mahindra Trustee Co. Ltd.
ChairmanMr. Uday Kotak
MD and CEOMr. Nilesh Shah
CIOMr. Harsha Upadhyaya (E) and Ms. Lakshmi Iyer (D)
Compliance OfficerMs. Jolly Bhatt
Investor Service OfficerMs. Sushma Mata

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How can you invest in ?

Mutual Fund investment not only provides a lot of benefits but can also help in reducing the risk by investing in diverse portfolios. If you are looking to invest in Kotak Bank Mutual funds, such an investment can be made online as well as offline. The Kotak mutual fund application via offline mode can be done by filling up an investment application form. If you prefer to do it online, the prerequisites of how can you invest in Kotak MF online is given below.

  • The applicant should be an existing Kotak Bank account holder
  • The applicant should be KYC Compliant
  • The status of the Savings Bank Account needs to be Single or Either/Survivor
  • The Account Opening Application Form needs to be signed by all the Bank Account Holders

However, you can also invest in Kotak Mutual Funds online on Groww; the steps for which are given below:

How to Invest in Kotak MF on Groww

Investing in the best Kotak Mutual Fund online is a hassle-free and convenient process that does not consume much of your time.

Follow these steps to start investing:

Step 1. Log-in to your Groww account (register if you don’t have an account).

Step 2. Upload your identity proof documents like Aadhaar, PAN, Voter ID, Driving License, Passport, Central or State Government ID card, etc.

Step 3. Upload your address proof documents like any identity proof documents with your permanent address, etc.

Step 4. Determine the duration of your investment.

Step 5. Determine the risk level – low, mid, or high.

Step 6. Select the Kotak Bank Mutual Fund.

Step 7. Click on “Invest One Time” is you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.

The Kotak Mutual Fund in India that you have purchased will reflect in your Groww account within 3 to 4 working days.

Top Fund Managers

1. Devender Singhal

Devendra Singhal has 14 years of experience in fund management and equity research. He primarily concentrates on covering research on media, automobiles, and FMCG sectors at KMAMC. He worked with Kotak Portfolio Management Services before moving to the company’s AMC wing. Mr. Singhal has been in association with the Kotak Group for almost 12 years. He previously worked as a Fund Manager at Religare and Manager at Karvy.

2. Deepak Agrawal

Deepak Agarwal is a Chartered Account and Company Secretary while also holding a post-graduation degree in Commerce. He became part of the fund management team of KMAMC in November 2006. Prior to that, he was in the research and dealing department where he joined back in December 2002.

The top three Kotak Mutual Funds that Deepak Agrawal manages are Kotak Banking and PSU Debt Fund – Growth, Kotak Income Opportunities Fund – Growth, and Kotak Medium Term Fund - Regular Plan – Growth.

3. Abhishek Bisen

Abishek Bisen holds a BA (Management) and MBA (Finance) degree. Hong Kong-based financial magazine The Asset awarded him the Highly Commended Investors in Indian Rupees Bonds twice. Before joining Kotak, Mr. Bisen worked in the Portfolio Advisory and Sales & Trading of Fixed Income Products of the Securities Trading Corporation of India Ltd. He joined KMAMC or October 2006 and manages debt schemes.

The top three funds that Abhishek Bisen manages are Kotak Bond - Regular Plan – Growth, Kotak Gilt - Investment - Regular – Growth, and Kotak Gilt - Investment - PF and Trust – Growth.

Few of the funds that Anupam Tiwari manages are Axis Small Cap Fund, Axis Equity Saver Fund, and Axis Dynamic Equity Fund.

4. Arjun Khanna

Mr. Arjun Khanna is a CFA graduate and FRM, MMS(Finance) & B.E (Electronics). Mr. Arjun Khanna has a rich experience of over 10 years in banking and financial companies. Prior to joining Kotak Mahindra Mutual Fund, he was associated with Principal Mutual Fund and had also worked with Citibank in the past. Mr. Khanna manages 5 funds of Kotak Mahindra Mutual Fund - Kotak Global Emerging Market Fund - Growth, Kotak Pioneer Fund, Kotak International REIT FOF - Growth, Kotak NASDAQ 100 FOF, & Kotak Global Innovation Fund of Fund. He is a holder of the right to use the Chartered Financial Analyst designation and is also a Financial Risk Manager - Certified by the Global Association of Risk Professionals.

5. Pankaj Tibrewal

Pankaj Tibrewal holds an MBA degree in Finance from the Manchester University and is also a Commerce graduate from St. Xavier's College, Kolkata. Mr. Tibrewal became part of the KMAMC back in January 2010.

Mr. Tibrewal is an equity fund manager managing Kotak Monthly Income Plan, Emerging Equity, and Mid-Cap funds. He had earlier managed Kotak MIPs, Principal Tax Saver, and Principal Emerging Bluechip funds.

He has been ranked among the 2016 Top 10 best Equity Fund Managers by Morningstar of the Economic Times. Mr. Tibrewal was also among the 2016 Top Fund Managers of Outlook Business.

He has more than 16 years of experience in the mutual funds sector. Prior to his stint in Kotak, he was the Portfolio Manager of Principal Mutual Fund where he managed MIPs, Principal Tax Saver, and Principal Emerging Bluechip schemes.

6. Harish Krishnan

Harish Krishnan is a Chartered Financial Analyst and a graduate from the Indian Institute of Management, Kozhikode. He is also an Electronics & Communications engineer from the Government Engineering College, Trichur.

Before joining Kotak, he worked with Infosys Technologies Ltd. His early roles in Kotak Bank Mutual Fund included management of the company’s offshore funds in Dubai and Singapore. Mr. Krishnan has around 10 years of experience in fund management and equity research.

He currently manages Kotak50, one of the Flagship products of Kotak Bank Mutual Fund with a track record of more than 15 years.

7. Harsha Upadhyaya

Harsha Upadhyaya is a Chartered Financial Analyst and an MBA in Finance from the Indian Institute of Management, Lucknow. He also holds a Mechanical Engineering from the National Institute of Technology, Suratkal.

Mr. Upadhyaya has been working in fund management and equity research for more than two decades. As of March 2019, he currently oversees assets of more than Rs. 62,500 Crore and manages funds like Kotak Tax Saver, Equity Opportunities, and Standard Multicap.

Before joining Kotak Mutual Fund, he marketed equity funds to institutional and retail investors as well as advised and manages numerous offshore and domestic mandates worth over Rs. 5,200 Crore at DSP BlackRock. Mr. Upadhyaya has also worked with Reliance Group, UTI Asset Management Co. Ltd., SG Asia Securities, and Unit Trust of India.

8. Ms. Shibani Kurian

Ms. Shibani Sircar Kurian has a rich experience spanning over 19 years in the Indian equity markets out of which almost more than 11 years, she has been with Kotak Mahindra Asset Management Company Limited. Her primary responsibilities entail equity fund management and heading the equity research team.

Ms. Shibhani Kurian takes care of 3 funds of Kotak Mahindra Mutual Fund (Regular plans) - Kotak India EQ Contra Fund - Growth, Kotak India Growth Fund Series 7, Kotak Focused Equity fund. Before joining Kotak AMC, she has worked with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.

Ms. Kurian holds a PGDM (Specialization in Finance) from T.A. Pai Management Institute, and a BSc (Hons) in Economics from St. Xavier's College, Kolkata

Let's have a closer look

Now let us jump and check about these top 15 mutual fund schemes.

Kotak Bluechip Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 17.19% & 12.84%. The Kotak Bluechip Fund comes under the Equity category of Kotak Mahindra Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Kotak Bluechip Fund is ₹1,000 and for SIP, it is ₹100.

Min Investment Amt₹1,000
AUM₹4,997Cr
1Y Returns-2.8%

Kotak Debt Hybrid Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 12.06% & 9.62%. The Kotak Debt Hybrid Fund comes under the Hybrid category of Kotak Mahindra Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Kotak Debt Hybrid Fund is ₹5,000 and for SIP, it is ₹1,000.

Min Investment Amt₹5,000
AUM₹1,582Cr
1Y Returns3.8%

Kotak Small Cap Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 35.5% & 19.32%. The Kotak Small Cap Fund comes under the Equity category of Kotak Mahindra Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Kotak Small Cap Fund is ₹5,000 and for SIP, it is ₹1,000.

Min Investment Amt₹5,000
AUM₹8,356Cr
1Y Returns4.0%

Kotak Emerging Equity Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 27.64% & 16.54%. The Kotak Emerging Equity Fund comes under the Equity category of Kotak Mahindra Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Kotak Emerging Equity Fund is ₹5,000 and for SIP, it is ₹1,000.

Min Investment Amt₹5,000
AUM₹21,935Cr
1Y Returns7.6%

Kotak Infrastructure and Economic Reform Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 23.7% & 12.55%. The Kotak Infrastructure and Economic Reform Fund comes under the Equity category of Kotak Mahindra Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Kotak Infrastructure and Economic Reform Fund is ₹5,000 and for SIP, it is ₹1,000.

Min Investment Amt₹5,000
AUM₹646Cr
1Y Returns12.6%

Kotak Equity Opportunities Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 20.61% & 13.53%. The Kotak Equity Opportunities Fund comes under the Equity category of Kotak Mahindra Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Kotak Equity Opportunities Fund is ₹5,000 and for SIP, it is ₹1,000.

Min Investment Amt₹5,000
AUM₹10,842Cr
1Y Returns3.4%

Kotak Tax Saver Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 19.94% & 13.93%. The Kotak Tax Saver Fund comes under the Equity category of Kotak Mahindra Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Kotak Tax Saver Fund is ₹500 and for SIP, it is ₹500.

Min Investment Amt₹500
AUM₹2,794Cr
1Y Returns3.9%

Kotak Equity Hybrid Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 18.73% & 13.16%. The Kotak Equity Hybrid Fund comes under the Hybrid category of Kotak Mahindra Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Kotak Equity Hybrid Fund is ₹5,000 and for SIP, it is ₹1,000.

Min Investment Amt₹5,000
AUM₹2,908Cr
1Y Returns4.3%

Kotak India EQ Contra Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 18.05% & 14.25%. The Kotak India EQ Contra Fund comes under the Equity category of Kotak Mahindra Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Kotak India EQ Contra Fund is ₹5,000 and for SIP, it is ₹1,000.

Min Investment Amt₹5,000
AUM₹1,379Cr
1Y Returns0.4%

Kotak Equity Savings Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 10.5% & 8.81%. The Kotak Equity Savings Fund comes under the Hybrid category of Kotak Mahindra Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Kotak Equity Savings Fund is ₹5,000 and for SIP, it is ₹1,000.

Min Investment Amt₹5,000
AUM₹1,972Cr
1Y Returns6.2%

Kotak Gold Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 8.88% & 10.6%. The Kotak Gold Fund comes under the Other category of Kotak Mahindra Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Kotak Gold Fund is ₹5,000 and for SIP, it is ₹1,000.

Min Investment Amt₹5,000
AUM₹1,318Cr
1Y Returns6.4%

Kotak Medium Term Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 6.77% & 6.54%. The Kotak Medium Term Fund comes under the Debt category of Kotak Mahindra Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Kotak Medium Term Fund is ₹5,000 and for SIP, it is ₹1,000.

Min Investment Amt₹5,000
AUM₹1,931Cr
1Y Returns3.4%

Kotak Dynamic Bond Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 6.45% & 7.46%. The Kotak Dynamic Bond Fund comes under the Debt category of Kotak Mahindra Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Kotak Dynamic Bond Fund is ₹5,000 and for SIP, it is ₹1,000.

Min Investment Amt₹5,000
AUM₹2,039Cr
1Y Returns2.1%

Kotak Low Duration Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 6.05% & 6.95%. The Kotak Low Duration Fund comes under the Debt category of Kotak Mahindra Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Kotak Low Duration Fund is ₹5,000 and for SIP, it is ₹1,000.

Min Investment Amt₹5,000
AUM₹6,960Cr
1Y Returns3.9%

Kotak Equity Arbitrage Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 4.83% & 5.59%. The Kotak Equity Arbitrage Fund comes under the Hybrid category of Kotak Mahindra Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for Kotak Equity Arbitrage Fund is ₹5,000 and for SIP, it is ₹500.

Min Investment Amt₹5,000
AUM₹23,310Cr
1Y Returns4.7%

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