| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 1.29% |
| NAV | ₹11.5 (19 Jul 2019) |
|---|---|
| Fund Started | 13 Oct 2014 |
| Fund Size | ₹2,122 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Term Deposits | 10.6% |
| Kotak Liquid - Plan A - Direct Plan-Growth | Financial | Mutual Fund | 7.4% |
| Reliance Industries Ltd. | Energy | Equity | 7.0% |
| Kotak Mahindra Prime Ltd. | Financial | Debenture | 4.6% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.4% |
| Bajaj Finance Ltd. | Financial | Equity | 3.2% |
| HDFC Bank Ltd. | Financial | Equity | 3.0% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Debenture | 2.3% |
| Hindustan Unilever Ltd. | FMCG | Equity | 2.2% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.1% |
Kotak Mahindra Mutual Fund started their mutual fund on 23/06/1998 and its managing total assets of ₹1,10,832 Cr. Its ranked at 7 as per total assets at end of 30th Sep 2017.
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.