Best Kotak Debt Mutual Funds
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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Top 10 Kotak Mutual Funds
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Kotak Flexicap Fund | Equity | Very High | 45.2% | 4star | ₹36,355 | |
| Kotak Emerging Equity Scheme | Equity | Very High | 80.5% | 4star | ₹14,133 | |
| Kotak Low Duration Fund | Debt | Low to Moderate | 5.3% | 5star | ₹13,850 | |
| Kotak Gilt - Investment Plan | Debt | Moderate | 3.9% | 4star | ₹865 | |
| Kotak Tax Saver Fund | Equity | Very High | 54.6% | 4star | ₹2,073 | |
| Kotak Banking & PSU Debt Fund | Debt | Moderate | 5.0% | 4star | ₹9,290 | |
| Kotak Small Cap Fund | Equity | Very High | 120.6% | 4star | ₹4,765 | |
| Kotak Dynamic Bond Fund | Debt | Moderate | 4.7% | 5star | ₹2,848 | |
| Kotak Gold Fund | Other | Moderately High | -5.8% | 5star | ₹948 | |
| Kotak Classic Contra | Equity | Very High | 53.0% | 5star | ₹1,049 | |
| Kotak Large & Mid Cap Opportunities Fund | Equity | Very High | 52.1% | 5star | ₹6,824 | |
| Kotak Savings Fund | Debt | Low to Moderate | 4.0% | 4star | ₹10,545 | |
| Kotak Bond Short Term Plan | Debt | Low to Moderate | 5.0% | 4star | ₹17,392 | |
| Kotak Bluechip Fund | Equity | Very High | 48.3% | 4star | ₹2,804 | |
| Kotak Equity Arbitrage Fund | Hybrid | Low | 4.7% | 4star | ₹21,836 | |
| View All Top 10 Kotak Mutual Funds |
Let's have a closer look
Now let us jump and check about these top 10 mutual fund schemes.
Kotak Flexicap Fund Direct Growth
Fund Performance: This fund has given 14.62% annualized returns in the last three years. In the last year, its returns were 45.21%. 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 45.21% 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 | ₹36,355Cr |
| 1Y Returns | 45.2% |
Kotak Emerging Equity Fund Direct Growth
Fund Performance: This fund has given 22.25% annualized returns in the last three years. In the last year, its returns were 80.49%. 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 80.49% 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 | ₹14,133Cr |
| 1Y Returns | 80.5% |
Kotak Low Duration Fund Direct Growth
Fund Performance: This fund has given 7.98% annualized returns in the last three years. In the last year, its returns were 5.29%. 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 5.29% 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 | ₹13,850Cr |
| 1Y Returns | 5.3% |
Kotak Gilt Investment PF & Trust Direct Growth
Fund Performance: This fund has given 10.6% annualized returns in the last three years. In the last year, its returns were 3.87%. 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 3.87% 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 | ₹865Cr |
| 1Y Returns | 3.9% |
Kotak Tax Saver Fund Direct Growth
Fund Performance: This fund has given 18.4% annualized returns in the last three years. In the last year, its returns were 54.59%. 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 54.59% 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 | ₹2,073Cr |
| 1Y Returns | 54.6% |
Kotak Banking and PSU Debt Fund Direct Growth
Fund Performance: This fund has given 9.33% annualized returns in the last three years. In the last year, its returns were 4.99%. 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 4.99% 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 | ₹9,290Cr |
| 1Y Returns | 5.0% |
Kotak Small Cap Fund Direct Growth
Fund Performance: This fund has given 28.51% annualized returns in the last three years. In the last year, its returns were 120.61%. 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 120.61% 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 | ₹4,765Cr |
| 1Y Returns | 120.6% |
Kotak Dynamic Bond Fund Direct Growth
Fund Performance: This fund has given 10.16% annualized returns in the last three years. In the last year, its returns were 4.71%. 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 4.71% 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 | ₹2,848Cr |
| 1Y Returns | 4.7% |
Kotak Gold Fund Direct Growth
Fund Performance: This fund has given 16.68% annualized returns in the last three years. In the last year, its returns were -5.79%. It has continually hit its benchmark in the Other segment.
Why to invest: It is one of the most remarkable Other mutual funds in India. This fund has constantly outperformed other similar funds, providing -5.79% 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 | ₹948Cr |
| 1Y Returns | -5.8% |
Kotak India EQ Contra Fund Direct Growth
Fund Performance: This fund has given 16.26% annualized returns in the last three years. In the last year, its returns were 52.96%. 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 52.96% 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 | ₹1,049Cr |
| 1Y Returns | 53.0% |
Kotak Equity Opportunities Fund Direct Growth
Fund Performance: This fund has given 18.22% annualized returns in the last three years. In the last year, its returns were 52.13%. 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 52.13% 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 | ₹6,824Cr |
| 1Y Returns | 52.1% |
Kotak Savings Fund Direct Growth
Fund Performance: This fund has given 6.74% annualized returns in the last three years. In the last year, its returns were 4.02%. 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 4.02% 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 | ₹10,545Cr |
| 1Y Returns | 4.0% |
Kotak Bond Short Term Fund Direct Growth
Fund Performance: This fund has given 9.04% annualized returns in the last three years. In the last year, its returns were 5.04%. 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 5.04% 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 | ₹17,392Cr |
| 1Y Returns | 5.0% |
Kotak Bluechip Fund Direct Growth
Fund Performance: This fund has given 16.47% annualized returns in the last three years. In the last year, its returns were 48.25%. 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 48.25% 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 ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹2,804Cr |
| 1Y Returns | 48.3% |
Kotak Equity Arbitrage Fund Direct Growth
Fund Performance: This fund has given 5.79% annualized returns in the last three years. In the last year, its returns were 4.7%. 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 4.7% 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 | ₹21,836Cr |
| 1Y Returns | 4.7% |
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