Best Kotak Equity 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.
Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.
These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.
Purpose: Invest here for your longer duration to get higher returns than debt funds.
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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 | 44.4% | 4star | ₹36,355 | |
| Kotak Emerging Equity Scheme | Equity | Very High | 80.9% | 4star | ₹14,133 | |
| Kotak Low Duration Fund | Debt | Low to Moderate | 5.4% | 5star | ₹13,850 | |
| Kotak Gilt - Investment Plan | Debt | Moderate | 4.3% | 4star | ₹865 | |
| Kotak Tax Saver Fund | Equity | Very High | 53.3% | 4star | ₹2,073 | |
| Kotak Banking & PSU Debt Fund | Debt | Moderate | 5.2% | 4star | ₹9,290 | |
| Kotak Small Cap Fund | Equity | Very High | 121.8% | 4star | ₹4,765 | |
| Kotak Dynamic Bond Fund | Debt | Moderate | 5.0% | 5star | ₹2,848 | |
| Kotak Gold Fund | Other | Moderately High | -9.3% | 5star | ₹948 | |
| Kotak Classic Contra | Equity | Very High | 51.1% | 5star | ₹1,049 | |
| Kotak Large & Mid Cap Opportunities Fund | Equity | Very High | 52.0% | 5star | ₹6,824 | |
| Kotak Savings Fund | Debt | Low to Moderate | 4.0% | 4star | ₹10,545 | |
| Kotak Bond Short Term Plan | Debt | Low to Moderate | 5.3% | 4star | ₹17,392 | |
| Kotak Bluechip Fund | Equity | Very High | 46.2% | 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 13.55% annualized returns in the last three years. In the last year, its returns were 44.42%. 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 44.42% 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 ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹36,355Cr |
| 1Y Returns | 44.4% |
Kotak Emerging Equity Fund Direct Growth
Fund Performance: This fund has given 21.16% annualized returns in the last three years. In the last year, its returns were 80.86%. 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 80.86% 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 | 80.9% |
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 5.4%. 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 5.4% 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 | 5.4% |
Kotak Gilt Investment PF & Trust Direct Growth
Fund Performance: This fund has given 10.63% annualized returns in the last three years. In the last year, its returns were 4.25%. 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 4.25% 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 | 4.3% |
Kotak Tax Saver Fund Direct Growth
Fund Performance: This fund has given 17.17% annualized returns in the last three years. In the last year, its returns were 53.3%. 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 53.3% 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 | 53.3% |
Kotak Banking and PSU Debt Fund Direct Growth
Fund Performance: This fund has given 9.34% annualized returns in the last three years. In the last year, its returns were 5.21%. 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 5.21% 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 ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹9,290Cr |
| 1Y Returns | 5.2% |
Kotak Small Cap Fund Direct Growth
Fund Performance: This fund has given 27.58% annualized returns in the last three years. In the last year, its returns were 121.81%. 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 121.81% 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 | 121.8% |
Kotak Dynamic Bond Fund Direct Growth
Fund Performance: This fund has given 10.17% annualized returns in the last three years. In the last year, its returns were 4.97%. 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 4.97% 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 | 5.0% |
Kotak Gold Fund Direct Growth
Fund Performance: This fund has given 16.6% annualized returns in the last three years. In the last year, its returns were -9.28%. 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 -9.28% 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 | -9.3% |
Kotak India EQ Contra Fund Direct Growth
Fund Performance: This fund has given 15.49% annualized returns in the last three years. In the last year, its returns were 51.13%. 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 51.13% 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 | ₹1,049Cr |
| 1Y Returns | 51.1% |
Kotak Equity Opportunities Fund Direct Growth
Fund Performance: This fund has given 16.88% annualized returns in the last three years. In the last year, its returns were 52.01%. 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 52.01% 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 | ₹6,824Cr |
| 1Y Returns | 52.0% |
Kotak Savings Fund Direct Growth
Fund Performance: This fund has given 6.73% annualized returns in the last three years. In the last year, its returns were 4.05%. 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 4.05% 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 5.3%. 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 5.3% 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 | 5.3% |
Kotak Bluechip Fund Direct Growth
Fund Performance: This fund has given 15.34% annualized returns in the last three years. In the last year, its returns were 46.24%. 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 46.24% 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 | 46.2% |
Kotak Equity Arbitrage Fund Direct Growth
Fund Performance: This fund has given 5.78% annualized returns in the last three years. In the last year, its returns were 4.73%. 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 4.73% 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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