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.
If you are saving for very short-term goals like a vacation or buying an automobile, then this category is ideal for gains within one year. It is also an excellent resort to park your money until you decide where to invest or spend next. Returns are taxed as per your income tax slab if sold before three years and have negligible tax post that period.
Purpose: Invest here for your short term goals like a vacation, buying a bike, jewelry or expensive gadget.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Kotak Standard Multi Cap Fund | Equity | Moderately High | -27.2% | 4star | ₹29,460 | |
| Kotak Emerging Equity Scheme | Equity | Moderately High | -25.7% | 5star | ₹6,851 | |
| Kotak Low Duration Fund | Debt | Moderate | 8.5% | 5star | ₹7,265 | |
| Kotak Tax Saver Fund | Equity | Moderately High | -24.4% | 4star | ₹1,135 | |
| Kotak Banking & PSU Debt Fund | Debt | Moderately Low | 10.4% | 4star | ₹5,225 | |
| Kotak Small Cap Fund | Equity | Moderately High | -28.1% | 3star | ₹1,633 | |
| Kotak Dynamic Bond Fund | Debt | Moderately Low | 10.7% | 5star | ₹1,205 | |
| Kotak Gold Fund | Others | Moderately High | 43.5% | 3star | ₹244 | |
| Kotak Classic Contra | Equity | Moderately High | -28.5% | 4star | ₹866 | |
| Kotak Large & Mid Cap Opportunities Fund | Equity | Moderately High | -23.9% | 4star | ₹3,168 | |
| Kotak Savings Fund | Debt | Moderately Low | 7.5% | 4star | ₹12,951 | |
| Kotak Bond Short Term Plan | Debt | Moderately Low | 9.5% | 5star | ₹11,560 | |
| Kotak Bluechip Fund | Equity | Moderately High | -25.4% | 4star | ₹1,446 | |
| Kotak Equity Arbitrage Fund | Hybrid | Moderately Low | 6.8% | 4star | ₹17,662 | |
| Kotak Corporate Bond Fund | Debt | Moderately Low | 9.0% | 5star | ₹4,840 | |
| View All Top 10 Kotak Mutual Funds |
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: This fund has given -3.16% annualized returns in the last three years. In the last year, its returns were -27.19%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing -27.19% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹29,460Cr |
| 1Y Returns | -27.2% |
Fund Performance: This fund has given -5.88% annualized returns in the last three years. In the last year, its returns were -25.74%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing -25.74% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹6,851Cr |
| 1Y Returns | -25.7% |
Fund Performance: This fund has given 8.32% annualized returns in the last three years. In the last year, its returns were 8.53%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.53% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹7,265Cr |
| 1Y Returns | 8.5% |
Fund Performance: This fund has given -3.55% annualized returns in the last three years. In the last year, its returns were -24.36%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing -24.36% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹1,135Cr |
| 1Y Returns | -24.4% |
Fund Performance: This fund has given 8.49% annualized returns in the last three years. In the last year, its returns were 10.42%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 10.42% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹5,225Cr |
| 1Y Returns | 10.4% |
Fund Performance: This fund has given -8.89% annualized returns in the last three years. In the last year, its returns were -28.11%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing -28.11% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,633Cr |
| 1Y Returns | -28.1% |
Fund Performance: This fund has given 9.06% annualized returns in the last three years. In the last year, its returns were 10.66%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 10.66% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,205Cr |
| 1Y Returns | 10.7% |
Fund Performance: This fund has given 16.02% annualized returns in the last three years. In the last year, its returns were 43.52%. It has continually hit its benchmark in the Others segment.
Why to invest: It is one of the most remarkable Others mutual funds in India. This fund has constantly outperformed other similar funds, providing 43.52% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹244Cr |
| 1Y Returns | 43.5% |
Fund Performance: This fund has given -1.57% annualized returns in the last three years. In the last year, its returns were -28.49%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing -28.49% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹866Cr |
| 1Y Returns | -28.5% |
Fund Performance: This fund has given -3.05% annualized returns in the last three years. In the last year, its returns were -23.95%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing -23.95% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹3,168Cr |
| 1Y Returns | -23.9% |
Fund Performance: This fund has given 7.61% annualized returns in the last three years. In the last year, its returns were 7.46%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 7.46% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹12,951Cr |
| 1Y Returns | 7.5% |
Fund Performance: This fund has given 8.15% annualized returns in the last three years. In the last year, its returns were 9.53%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 9.53% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹11,560Cr |
| 1Y Returns | 9.5% |
Fund Performance: This fund has given -3.37% annualized returns in the last three years. In the last year, its returns were -25.37%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing -25.37% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹1,446Cr |
| 1Y Returns | -25.4% |
Fund Performance: This fund has given 6.71% annualized returns in the last three years. In the last year, its returns were 6.85%. It has continually hit its benchmark in the Hybrid segment.
Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 6.85% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹17,662Cr |
| 1Y Returns | 6.8% |
Fund Performance: This fund has given 8.26% annualized returns in the last three years. In the last year, its returns were 9.01%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 9.01% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹4,840Cr |
| 1Y Returns | 9.0% |
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