Top 10 Kotak Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Kotak Dynamic Bond FundDebtModerately Low8.7%5star544
Kotak Asset Allocator FundOthersModerately High5.8%5star37
Kotak Equity Arbitrage FundHybridModerately Low6.6%5star12,537
Kotak Emerging Equity SchemeEquityModerately High-12.1%5star3,425
Kotak Low Duration FundDebtModerate8.5%5star4,744
Kotak Corporate Bond FundDebtModerately Low8.3%5star1,030
Kotak Standard Multi Cap FundEquityModerately High-1.4%4star21,638
Kotak Classic ContraEquityModerately High2.8%4star677
Kotak Equity Savings FundHybridModerately High4.4%4star2,263
Kotak Medium Term FundDebtModerate6.5%4star4,254
Kotak Infrastructure & Economic Reform FundEquityHigh-20.1%4star369
Kotak Small Cap FundEquityModerately High-18.9%3star1,038
Kotak Large & Mid Cap Opportunities FundEquityModerately High-4.4%3star2,332
Kotak Debt HybridHybridModerate1.6%3star277
Kotak Bluechip FundEquityModerately High-2.5%3star1,330
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 Dynamic Bond Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Dynamic segment and provided 9.56% annualized returns in the last 3 years. In the last 1 year, it gave 8.7% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.7% 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
AUM544Cr
1Y Returns8.7%

Kotak Asset Allocator Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in FoF Domestic segment and provided 11.58% annualized returns in the last 3 years. In the last 1 year, it gave 5.76% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.76% 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
AUM37Cr
1Y Returns5.8%

Kotak Equity Arbitrage Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Arbitrage segment and provided 6.76% annualized returns in the last 3 years. In the last 1 year, it gave 6.64% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.64% returns in the last 1 year. Groww rated this fund as 5 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 Rating5star
AUM12,537Cr
1Y Returns6.6%

Kotak Emerging Equity Scheme - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 15.59% annualized returns in the last 3 years. In the last 1 year, it gave -12.06% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -12.06% 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
AUM3,425Cr
1Y Returns-12.1%

Kotak Low Duration Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Low Duration segment and provided 8.72% annualized returns in the last 3 years. In the last 1 year, it gave 8.49% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.49% 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
AUM4,744Cr
1Y Returns8.5%

Kotak Corporate Bond Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Corporate Bond segment and provided 8.35% 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 Debt mutual fund in India.

Fund Manager: Deepak Agrawal

Launch Date10 Jan 2013
Min Investment Amt5,000
Groww Rating5star
AUM1,030Cr
1Y Returns8.3%

Kotak Standard Multi Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided 17.18% annualized returns in the last 3 years. In the last 1 year, it gave -1.43% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.43% 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
AUM21,638Cr
1Y Returns-1.4%

Kotak Classic Contra - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Contra segment and provided 18.73% annualized returns in the last 3 years. In the last 1 year, it gave 2.82% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 2.82% 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
AUM677Cr
1Y Returns2.8%

Kotak Equity Savings Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Equity Savings segment and provided 9.43% annualized returns in the last 3 years. In the last 1 year, it gave 4.36% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 4.36% 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
AUM2,263Cr
1Y Returns4.4%

Kotak Medium Term Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Medium Duration segment and provided 8.68% annualized returns in the last 3 years. In the last 1 year, it gave 6.5% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.5% 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
AUM4,254Cr
1Y Returns6.5%

Kotak Infrastructure & Economic Reform Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 10.75% annualized returns in the last 3 years. In the last 1 year, it gave -20.05% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -20.05% 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
AUM369Cr
1Y Returns-20.1%

Kotak Smallcap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Small Cap segment and provided 12.24% annualized returns in the last 3 years. In the last 1 year, it gave -18.9% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -18.9% returns in the last 1 year. Groww rated this fund as 3 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 Rating3star
AUM1,038Cr
1Y Returns-18.9%

Kotak Large & Mid Cap Opportunities Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 16.12% annualized returns in the last 3 years. In the last 1 year, it gave -4.36% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.36% returns in the last 1 year. Groww rated this fund as 3 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 Rating3star
AUM2,332Cr
1Y Returns-4.4%

Kotak Debt Hybrid - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Conservative segment and provided 9.76% annualized returns in the last 3 years. In the last 1 year, it gave 1.6% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.6% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Abhishek Bisen, Devender Singhal

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM277Cr
1Y Returns1.6%

Kotak Bluechip Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 13.37% annualized returns in the last 3 years. In the last 1 year, it gave -2.46% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.46% returns in the last 1 year. Groww rated this fund as 3 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 Rating3star
AUM1,330Cr
1Y Returns-2.5%

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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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