Best Kotak Equity Mutual Funds
Kotak Mutual Fund is one of India’s largest fund houses in terms of asset under management. With Kotak Mahindra Asset Management Company Limited as the asset manager, this fund house operates as a wholly-owned subsidiary of Kotak Mahindra Bank Limited.
Kotak Mutual Fund offers more than 35 schemes in various channels. These investment schemes comprise debt schemes, ETFs, hybrid funds, and the best Kotak equity mutual funds.
Equity funds are a type of mutual funds that predominantly invest in stocks of various companies across market capitalisations. The performance of these companies plays a key role in determining investors’ returns.
A typical equity fund holds roughly 40-50 stocks in its portfolio. As a result, it dilutes the concentrated risk of investment. Among all other categories of mutual funds, equity mutual funds tend to deliver the highest returns to investors.
Premised upon their investment objectives, an individual can choose the best Kotak equity mutual funds from a wide variety of EMF schemes. These include large-cap funds, large and mid-cap funds, mid-cap funds, and small-cap funds, among several others.
Like any other investment instrument, even the best Kotak equity mutual funds 2021 have their upsides and downsides. These schemes distribute wealth in equity and equity-related instruments with the potential to generate considerable returns. So, equity funds cater to investors seeking maximised capital appreciation in the long run by way of a diversified portfolio.
However, equity instruments come with inherent volatility. An equity fund’s risk quotient can range from moderate to high, depending on various market conditions. As a result, these mutual funds are deemed suitable for long-term horizons and require investors to take calculated risks.
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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 | 49.2% | 3star | ₹38,609 | |
| Kotak Emerging Equity Scheme | Equity | Very High | 72.3% | 4star | ₹16,318 | |
| Kotak Low Duration Fund | Debt | Moderate | 4.8% | 4star | ₹10,205 | |
| Kotak Tax Saver Fund | Equity | Very High | 54.9% | 4star | ₹2,296 | |
| Kotak Banking & PSU Debt Fund | Debt | Moderate | 5.3% | 3star | ₹9,332 | |
| Kotak Small Cap Fund | Equity | Very High | 103.4% | 4star | ₹5,969 | |
| Kotak Dynamic Bond Fund | Debt | Moderate | 5.2% | 5star | ₹2,964 | |
| Kotak Gold Fund | Other | Moderately High | -7.1% | 5star | ₹1,013 | |
| Kotak Classic Contra | Equity | Very High | 58.1% | 5star | ₹1,169 | |
| Kotak Equity Opportunities Fund | Equity | Very High | 53.0% | 4star | ₹8,020 | |
| Kotak Savings Fund | Debt | Low to Moderate | 3.7% | 4star | ₹12,698 | |
| Kotak Bond Short Term Plan | Debt | Low to Moderate | 5.0% | 4star | ₹17,160 | |
| Kotak Bluechip Fund | Equity | Very High | 54.8% | 4star | ₹3,346 | |
| Kotak Equity Arbitrage Fund | Hybrid | Low | 4.6% | 4star | ₹25,000 | |
| Kotak Corporate Bond Fund | Debt | Low to Moderate | 5.0% | 4star | ₹10,541 | |
| 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 21.56% annualized returns in the last three years. In the last year, its returns were 49.16%. 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 49.16% 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 | ₹38,609Cr |
| 1Y Returns | 49.2% |
Kotak Emerging Equity Fund Direct Growth
Fund Performance: This fund has given 29.73% annualized returns in the last three years. In the last year, its returns were 72.27%. 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 72.27% 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 | ₹16,318Cr |
| 1Y Returns | 72.3% |
Kotak Low Duration Fund Direct Growth
Fund Performance: This fund has given 7.8% annualized returns in the last three years. In the last year, its returns were 4.76%. 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 4.76% 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 | ₹10,205Cr |
| 1Y Returns | 4.8% |
Kotak Tax Saver Fund Direct Growth
Fund Performance: This fund has given 24.47% annualized returns in the last three years. In the last year, its returns were 54.88%. 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 54.88% 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 | ₹2,296Cr |
| 1Y Returns | 54.9% |
Kotak Banking and PSU Debt Fund Direct Growth
Fund Performance: This fund has given 9.48% annualized returns in the last three years. In the last year, its returns were 5.27%. 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 5.27% 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 | ₹9,332Cr |
| 1Y Returns | 5.3% |
Kotak Small Cap Fund Direct Growth
Fund Performance: This fund has given 37.45% annualized returns in the last three years. In the last year, its returns were 103.4%. 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 103.4% 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 | ₹5,969Cr |
| 1Y Returns | 103.4% |
Kotak Dynamic Bond Fund Direct Growth
Fund Performance: This fund has given 10.33% annualized returns in the last three years. In the last year, its returns were 5.19%. 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 5.19% 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 ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,964Cr |
| 1Y Returns | 5.2% |
Kotak Gold Fund Direct Growth
Fund Performance: This fund has given 14.22% annualized returns in the last three years. In the last year, its returns were -7.09%. 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 -7.09% 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 | ₹1,013Cr |
| 1Y Returns | -7.1% |
Kotak India EQ Contra Fund Direct Growth
Fund Performance: This fund has given 23.79% annualized returns in the last three years. In the last year, its returns were 58.13%. 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 58.13% 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 | ₹1,169Cr |
| 1Y Returns | 58.1% |
Kotak Equity Opportunities Fund Direct Growth
Fund Performance: This fund has given 25.21% annualized returns in the last three years. In the last year, its returns were 52.98%. 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 52.98% 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 | ₹8,020Cr |
| 1Y Returns | 53.0% |
Kotak Savings Fund Direct Growth
Fund Performance: This fund has given 6.44% annualized returns in the last three years. In the last year, its returns were 3.74%. 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 3.74% 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 | ₹12,698Cr |
| 1Y Returns | 3.7% |
Kotak Bond Short Term Fund Direct Growth
Fund Performance: This fund has given 9.09% annualized returns in the last three years. In the last year, its returns were 5.02%. 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 5.02% 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 | ₹17,160Cr |
| 1Y Returns | 5.0% |
Kotak Bluechip Fund Direct Growth
Fund Performance: This fund has given 24.88% annualized returns in the last three years. In the last year, its returns were 54.76%. 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 54.76% 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 | ₹3,346Cr |
| 1Y Returns | 54.8% |
Kotak Equity Arbitrage Fund Direct Growth
Fund Performance: This fund has given 5.43% annualized returns in the last three years. In the last year, its returns were 4.56%. 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 4.56% 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 | ₹25,000Cr |
| 1Y Returns | 4.6% |
Kotak Corporate Bond Fund Direct Growth
Fund Performance: This fund has given 8.48% annualized returns in the last three years. In the last year, its returns were 5.03%. 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 5.03% 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 | ₹10,541Cr |
| 1Y Returns | 5.0% |
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