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 NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Kotak Standard Multi Cap FundEquityModerately High-0.8%4star29,551
Kotak Emerging Equity SchemeEquityModerately High8.8%4star7,535
Kotak Low Duration FundDEBTModerate9.2%4star8,418
Kotak Gilt - Investment PlanDebtModerate13.2%3star840
Kotak Tax Saver FundEquityModerately High3.6%4star1,275
Kotak Banking & PSU Debt FundDebtModerately Low11.1%4star9,277
Kotak Small Cap FundEquityModerately High15.6%4star1,811
Kotak Dynamic Bond FundDebtModerately Low12.4%5star1,726
Kotak Gold FundOthersModerately High31.5%4star715
Kotak Classic ContraEquityModerately High0.7%4star810
Kotak Large & Mid Cap Opportunities FundEquityModerately High7.7%4star3,757
Kotak Savings FundDebtModerately Low6.7%4star11,072
Kotak Bond Short Term PlanDebtModerately Low10.9%5star14,379
Kotak Bluechip FundEquityModerately High3.4%4star1,678
Kotak Equity Arbitrage FundHybridModerately Low5.2%4star15,111
View All Top 10 Kotak Mutual Funds

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

Kotak Standard Multicap Fund Direct Growth

Fund Performance: This fund has given 3.96% annualized returns in the last three years. In the last year, its returns were -0.83%. 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 -0.83% 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
AUM29,551Cr
1Y Returns-0.8%

Kotak Emerging Equity Fund Direct Growth

Fund Performance: This fund has given 3.59% annualized returns in the last three years. In the last year, its returns were 8.82%. 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 8.82% 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
AUM7,535Cr
1Y Returns8.8%

Kotak Low Duration Fund Direct Growth

Fund Performance: This fund has given 8.64% annualized returns in the last three years. In the last year, its returns were 9.15%. 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 9.15% 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
AUM8,418Cr
1Y Returns9.2%

Kotak Gilt Investment PF & Trust Direct Growth

Fund Performance: This fund has given 9.81% annualized returns in the last three years. In the last year, its returns were 13.22%. 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 13.22% 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
AUM840Cr
1Y Returns13.2%

Kotak Tax Saver Fund Direct Growth

Fund Performance: This fund has given 4.66% annualized returns in the last three years. In the last year, its returns were 3.58%. 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 3.58% 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
AUM1,275Cr
1Y Returns3.6%

Kotak Banking and PSU Debt Fund Direct Growth

Fund Performance: This fund has given 9.27% annualized returns in the last three years. In the last year, its returns were 11.14%. 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 11.14% 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
AUM9,277Cr
1Y Returns11.1%

Kotak Small Cap Fund Direct Growth

Fund Performance: This fund has given 3.51% annualized returns in the last three years. In the last year, its returns were 15.57%. 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 15.57% 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
AUM1,811Cr
1Y Returns15.6%

Kotak Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 10.12% annualized returns in the last three years. In the last year, its returns were 12.37%. 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 12.37% 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
AUM1,726Cr
1Y Returns12.4%

Kotak Gold Fund Direct Growth

Fund Performance: This fund has given 19.85% annualized returns in the last three years. In the last year, its returns were 31.5%. 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 31.5% 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
AUM715Cr
1Y Returns31.5%

Kotak India EQ Contra Fund Direct Growth

Fund Performance: This fund has given 5.74% annualized returns in the last three years. In the last year, its returns were 0.66%. 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 0.66% 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
AUM810Cr
1Y Returns0.7%

Kotak Equity Opportunities Fund Direct Growth

Fund Performance: This fund has given 4.72% annualized returns in the last three years. In the last year, its returns were 7.66%. 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 7.66% 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
AUM3,757Cr
1Y Returns7.7%

Kotak Savings Fund Direct Growth

Fund Performance: This fund has given 7.51% annualized returns in the last three years. In the last year, its returns were 6.7%. 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 6.7% 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 ₹1,000.

Min Investment Amt₹5,000
AUM11,072Cr
1Y Returns6.7%

Kotak Bond Short Term Fund Direct Growth

Fund Performance: This fund has given 9.14% annualized returns in the last three years. In the last year, its returns were 10.92%. 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 10.92% 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
AUM14,379Cr
1Y Returns10.9%

Kotak Bluechip Fund Direct Growth

Fund Performance: This fund has given 5.95% annualized returns in the last three years. In the last year, its returns were 3.43%. 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 3.43% 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
AUM1,678Cr
1Y Returns3.4%

Kotak Equity Arbitrage Fund Direct Growth

Fund Performance: This fund has given 6.25% annualized returns in the last three years. In the last year, its returns were 5.15%. 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 5.15% 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
AUM15,111Cr
1Y Returns5.2%

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