Top 10 Kotak Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Kotak Standard Multi Cap FundEquityModerately High11.2%5star26,010
Kotak Dynamic Bond FundDebtModerately Low12.6%5star641
Kotak Asset Allocator FundOthersModerately High8.3%5star38
Kotak Emerging Equity SchemeEquityModerately High2.3%5star4,326
Kotak Low Duration FundDebtModerate8.4%5star5,146
Kotak Corporate Bond FundDebtModerately Low9.1%5star2,037
Kotak Large & Mid Cap Opportunities FundEquityModerately High8.9%4star2,593
Kotak Bluechip FundEquityModerately High8.3%4star1,388
Kotak Bond Short Term PlanDebtModerately Low9.6%4star8,993
Kotak Classic ContraEquityModerately High7.7%4star923
Kotak Tax Saver FundEquityModerately High13.5%4star935
Kotak Equity Arbitrage FundHybridModerately Low7.0%4star13,360
Kotak Equity Savings FundHybridModerately High6.7%4star2,158
Kotak Medium Term FundDebtModerate6.2%4star3,963
Kotak Infrastructure & Economic Reform FundEquityHigh6.1%4star400
View All Top 10 Kotak Mutual Funds

Kotak Mutual Fund

Kotak Group is India's first NBFC. It has about 80 branches that offer mutual fund services. It also has overseas branches in Abu Dhabi, Dubai, London, New York, Texas, California and Singapore.

Kotak Group has a market capitalization of USD 26.98 Bn and around 46,000+ employees working under it. The asset management company offers various funds across different market capitalization for investors with varying risk appetite and ideal investment duration.

The vision of Kotak mutual funds is to be an ethical market player in the Indian mutual fund industry and it strives to offer the best products to its investors. Kotak has a legacy of many years and therefore, its brand value helps its products to stand-out in the market. The AMC has garnered over 10 lakh customers, within the span of 12 years.

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Now let us jump and check about these top 10 mutual fund schemes.

Kotak Standard Multi Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided 16.38% annualized returns in the last 3 years. In the last 1 year, it gave 11.21% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 11.21% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Harsha Upadhyaya

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating5star
AUM26,010Cr
1Y Returns11.2%

Kotak Dynamic Bond Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Dynamic segment and provided 9.68% annualized returns in the last 3 years. In the last 1 year, it gave 12.59% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 12.59% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Deepak Agrawal

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating5star
AUM641Cr
1Y Returns12.6%

Kotak Asset Allocator Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in FoF Domestic segment and provided 9.58% annualized returns in the last 3 years. In the last 1 year, it gave 8.27% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.27% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Others mutual fund in India.

Fund Manager: Deepak Gupta

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating5star
AUM38Cr
1Y Returns8.3%

Kotak Emerging Equity Scheme - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 12.85% annualized returns in the last 3 years. In the last 1 year, it gave 2.25% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 2.25% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Pankaj Tibrewal

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating5star
AUM4,326Cr
1Y Returns2.3%

Kotak Low Duration Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Low Duration segment and provided 8.41% annualized returns in the last 3 years. In the last 1 year, it gave 8.43% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.43% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Deepak Agrawal

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating5star
AUM5,146Cr
1Y Returns8.4%

Kotak Corporate Bond Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Corporate Bond segment and provided 8.37% annualized returns in the last 3 years. In the last 1 year, it gave 9.1% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.1% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Deepak Agrawal

Launch Date10 Jan 2013
Min Investment Amt5,000
Groww Rating5star
AUM2,037Cr
1Y Returns9.1%

Kotak Large & Mid Cap Opportunities Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 14.99% annualized returns in the last 3 years. In the last 1 year, it gave 8.9% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.9% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Harsha Upadhyaya

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating4star
AUM2,593Cr
1Y Returns8.9%

Kotak Bluechip Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 12.29% annualized returns in the last 3 years. In the last 1 year, it gave 8.31% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.31% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Harish Krishnan

Launch Date31 Dec 2012
Min Investment Amt1,000
Groww Rating4star
AUM1,388Cr
1Y Returns8.3%

Kotak Bond Short Term Plan - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Short Duration segment and provided 8.19% annualized returns in the last 3 years. In the last 1 year, it gave 9.63% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.63% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Deepak Agrawal

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating4star
AUM8,993Cr
1Y Returns9.6%

Kotak Classic Contra - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Contra segment and provided 17.33% annualized returns in the last 3 years. In the last 1 year, it gave 7.73% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.73% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Deepak Gupta

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating4star
AUM923Cr
1Y Returns7.7%

Kotak Tax Saver Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 15.85% annualized returns in the last 3 years. In the last 1 year, it gave 13.46% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 13.46% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Harsha Upadhyaya

Launch Date31 Dec 2012
Min Investment Amt500
Groww Rating4star
AUM935Cr
1Y Returns13.5%

Kotak Equity Arbitrage Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Arbitrage segment and provided 6.79% annualized returns in the last 3 years. In the last 1 year, it gave 6.99% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.99% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Deepak Gupta

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating4star
AUM13,360Cr
1Y Returns7.0%

Kotak Equity Savings Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Equity Savings segment and provided 9.29% annualized returns in the last 3 years. In the last 1 year, it gave 6.66% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.66% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Abhishek Bisen, Deepak Gupta

Launch Date12 Oct 2014
Min Investment Amt5,000
Groww Rating4star
AUM2,158Cr
1Y Returns6.7%

Kotak Medium Term Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Medium Duration segment and provided 7.68% annualized returns in the last 3 years. In the last 1 year, it gave 6.21% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.21% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Deepak Agrawal

Launch Date20 Mar 2014
Min Investment Amt5,000
Groww Rating4star
AUM3,963Cr
1Y Returns6.2%

Kotak Infrastructure & Economic Reform Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 11.38% annualized returns in the last 3 years. In the last 1 year, it gave 6.14% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.14% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Harish Krishnan

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating4star
AUM400Cr
1Y Returns6.1%

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Best Tax Saving Mutual Funds by Kotak

These funds primarily invest in equity and equity-related securities. Under Section 80 'C' of the Income Tax Act, they are exempted up to a limit of 1,50,000. This makes these funds extremely popular among retail investors. These funds provide adequate returns, due to their exposure to equity.

Best Equity Mutual Funds by Kotak

They primarily invest in equity and equity related derivatives and are therefore more volatile than debt funds. These funds present very good returns due to their exposure to equity and mainly aim at long- term capital appreciation. Their are various schemes within this category that an investor can choose from.

Best Debt Mutual Funds by Kotak

Debt funds invest in money market instruments and government securities and are designed for individuals who want a regular income from mutual funds. These funds are not very volatile, and therefore the returns that they give are not as high as equity funds. However, they are more stable in nature.

Best Hybrid Mutual Funds by Kotak

The main aim of a hybrid fund is to generate capital appreciation and income generation from investing equity and equity-related derivatives, as well as debt and money market instruments. Hybrid funds is basically a culmination of debt funds and equity funds and they provide moderate returns to investors.

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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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