Home>Mutual Funds>Kotak Mutual Funds>Best Kotak Equity 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.

Why invest with Groww?

— Registered with SEBI, AMFI & BSE

— Paperless sign up on web & app

— Expert recommendations

— ZERO fees !

Sign Up

Top 10 Kotak Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Kotak Standard Multi Cap FundEquityVery High62.4%4star34,744
Kotak Emerging Equity SchemeEquityVery High93.3%4star10,938
Kotak Low Duration FundDEBTModerate7.8%5star12,542
Kotak Gilt - Investment PlanDebtModerate9.5%4star889
Kotak Tax Saver FundEquityVery High68.4%4star1,837
Kotak Banking & PSU Debt FundDebtModerate9.7%4star9,688
Kotak Small Cap FundEquityVery High128.9%4star3,423
Kotak Dynamic Bond FundDebtModerate11.1%5star3,035
Kotak Gold FundOthersModerately High0.0%4star814
Kotak Classic ContraEquityVery High70.9%5star943
Kotak Large & Mid Cap Opportunities FundEquityVery High70.5%4star5,518
Kotak Savings FundDebtLow to Moderate5.6%5star11,180
Kotak Bond Short Term PlanDebtLow to Moderate9.5%5star16,608
Kotak Bluechip FundEquityVery High66.7%4star2,357
Kotak Equity Arbitrage FundHybridLow4.2%4star17,835
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 12.68% annualized returns in the last three years. In the last year, its returns were 62.44%. 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 62.44% 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
AUM34,744Cr
1Y Returns62.4%

Kotak Emerging Equity Fund Direct Growth

Fund Performance: This fund has given 14.59% annualized returns in the last three years. In the last year, its returns were 93.33%. 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 93.33% 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
AUM10,938Cr
1Y Returns93.3%

Kotak Low Duration Fund Direct Growth

Fund Performance: This fund has given 8.12% annualized returns in the last three years. In the last year, its returns were 7.77%. 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 7.77% 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
AUM12,542Cr
1Y Returns7.8%

Kotak Gilt Investment PF & Trust Direct Growth

Fund Performance: This fund has given 9.93% annualized returns in the last three years. In the last year, its returns were 9.54%. 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 9.54% 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
AUM889Cr
1Y Returns9.5%

Kotak Tax Saver Fund Direct Growth

Fund Performance: This fund has given 15.05% annualized returns in the last three years. In the last year, its returns were 68.39%. 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 68.39% 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
AUM1,837Cr
1Y Returns68.4%

Kotak Banking and PSU Debt Fund Direct Growth

Fund Performance: This fund has given 8.95% annualized returns in the last three years. In the last year, its returns were 9.74%. 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 9.74% 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
AUM9,688Cr
1Y Returns9.7%

Kotak Small Cap Fund Direct Growth

Fund Performance: This fund has given 16.53% annualized returns in the last three years. In the last year, its returns were 128.92%. 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 128.92% 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
AUM3,423Cr
1Y Returns128.9%

Kotak Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 9.82% annualized returns in the last three years. In the last year, its returns were 11.08%. 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 11.08% 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
AUM3,035Cr
1Y Returns11.1%

Kotak Gold Fund Direct Growth

Fund Performance: This fund has given 14.91% annualized returns in the last three years. In the last year, its returns were 0.01%. 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 0.01% 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
AUM814Cr
1Y Returns0.0%

Kotak India EQ Contra Fund Direct Growth

Fund Performance: This fund has given 14.61% annualized returns in the last three years. In the last year, its returns were 70.93%. 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 70.93% 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
AUM943Cr
1Y Returns70.9%

Kotak Equity Opportunities Fund Direct Growth

Fund Performance: This fund has given 14.33% annualized returns in the last three years. In the last year, its returns were 70.5%. 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 70.5% 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
AUM5,518Cr
1Y Returns70.5%

Kotak Savings Fund Direct Growth

Fund Performance: This fund has given 7.03% annualized returns in the last three years. In the last year, its returns were 5.61%. 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 5.61% 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
AUM11,180Cr
1Y Returns5.6%

Kotak Bond Short Term Fund Direct Growth

Fund Performance: This fund has given 8.84% annualized returns in the last three years. In the last year, its returns were 9.47%. 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 9.47% 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
AUM16,608Cr
1Y Returns9.5%

Kotak Bluechip Fund Direct Growth

Fund Performance: This fund has given 14.11% annualized returns in the last three years. In the last year, its returns were 66.7%. 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 66.7% 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
AUM2,357Cr
1Y Returns66.7%

Kotak Equity Arbitrage Fund Direct Growth

Fund Performance: This fund has given 5.84% annualized returns in the last three years. In the last year, its returns were 4.18%. 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 4.18% 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
AUM17,835Cr
1Y Returns4.2%

Explore all Mutual Funds on Groww

Explore Mutual Funds
ⓒ 2016-2021 Groww. All rights reserved, Built with in India