Top 10 Kotak Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Kotak Standard Multi Cap FundEquityModerately High2.1%4star21,369
Kotak Emerging Equity SchemeEquityModerately High-6.8%4star3,314
Kotak Large & Mid Cap Opportunities FundEquityModerately High-1.4%3star2,345
Kotak Small Cap FundEquityModerately High-12.7%3star1,024
Kotak Classic ContraEquityModerately High6.3%3star140
Kotak Tax Saver FundEquityModerately High-0.1%3star766
Kotak India Growth Fund - Series VEquityModerately HighN.A3star0
Kotak Bluechip FundEquityModerately High1.2%2star1,346
Kotak Infrastructure & Economic Reform FundEquityHigh-19.2%2star385
View All Top 10 Kotak Mutual Funds

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.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Kotak Standard Multi Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided 15.57% annualized returns in the last 3 years. In the last 1 year, it gave 2.12% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 2.12% 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
AUM21,369Cr
1Y Returns2.1%

Kotak Emerging Equity Scheme - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 14.59% annualized returns in the last 3 years. In the last 1 year, it gave -6.83% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.83% 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: Pankaj Tibrewal

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating4star
AUM3,314Cr
1Y Returns-6.8%

Kotak Large & Mid Cap Opportunities Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 14.35% annualized returns in the last 3 years. In the last 1 year, it gave -1.45% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.45% 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
AUM2,345Cr
1Y Returns-1.4%

Kotak Smallcap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Small Cap segment and provided 11.72% annualized returns in the last 3 years. In the last 1 year, it gave -12.74% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -12.74% 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
AUM1,024Cr
1Y Returns-12.7%

Kotak Classic Contra - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Contra segment and provided 17.2% annualized returns in the last 3 years. In the last 1 year, it gave 6.27% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.27% 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: Deepak Gupta

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM140Cr
1Y Returns6.3%

Kotak Tax Saver Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 14.05% annualized returns in the last 3 years. In the last 1 year, it gave -0.06% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.06% 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 Amt500
Groww Rating3star
AUM766Cr
1Y Returns-0.1%

Kotak India Growth Fund - Series V - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Diversified segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -100% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -100% 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, Harish Krishnan

Launch Date14 May 2018
Min Investment Amt5,000
Groww Rating3star
AUM0Cr
1Y Returns-100.0%

Kotak Bluechip Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 11.47% annualized returns in the last 3 years. In the last 1 year, it gave 1.24% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.24% returns in the last 1 year. Groww rated this fund as 2 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 Rating2star
AUM1,346Cr
1Y Returns1.2%

Kotak Infrastructure & Economic Reform Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 10.89% annualized returns in the last 3 years. In the last 1 year, it gave -19.21% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -19.21% returns in the last 1 year. Groww rated this fund as 2 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 Rating2star
AUM385Cr
1Y Returns-19.2%

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What does investing in Kotak Equity Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in Kotak Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

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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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