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-27.2%4star29,460
Kotak Emerging Equity SchemeEquityModerately High-25.7%5star6,851
Kotak Low Duration FundDebtModerate8.5%5star7,265
Kotak Tax Saver FundEquityModerately High-24.4%4star1,135
Kotak Banking & PSU Debt FundDebtModerately Low10.4%4star5,225
Kotak Small Cap FundEquityModerately High-28.1%3star1,633
Kotak Dynamic Bond FundDebtModerately Low10.7%5star1,205
Kotak Gold FundOthersModerately High43.5%3star244
Kotak Classic ContraEquityModerately High-28.5%4star866
Kotak Large & Mid Cap Opportunities FundEquityModerately High-23.9%4star3,168
Kotak Savings FundDebtModerately Low7.5%4star12,951
Kotak Bond Short Term PlanDebtModerately Low9.5%5star11,560
Kotak Bluechip FundEquityModerately High-25.4%4star1,446
Kotak Equity Arbitrage FundHybridModerately Low6.8%4star17,662
Kotak Corporate Bond FundDebtModerately Low9.0%5star4,840
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 -3.16% annualized returns in the last three years. In the last year, its returns were -27.19%. 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 -27.19% 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 ₹500.

Min Investment Amt₹5,000
AUM29,460Cr
1Y Returns-27.2%

Kotak Emerging Equity Fund Direct Growth

Fund Performance: This fund has given -5.88% annualized returns in the last three years. In the last year, its returns were -25.74%. 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 -25.74% 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
AUM6,851Cr
1Y Returns-25.7%

Kotak Low Duration Fund Direct Growth

Fund Performance: This fund has given 8.32% annualized returns in the last three years. In the last year, its returns were 8.53%. 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 8.53% 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
AUM7,265Cr
1Y Returns8.5%

Kotak Tax Saver Fund Direct Growth

Fund Performance: This fund has given -3.55% annualized returns in the last three years. In the last year, its returns were -24.36%. 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 -24.36% 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
AUM1,135Cr
1Y Returns-24.4%

Kotak Banking and PSU Debt Fund Direct Growth

Fund Performance: This fund has given 8.49% annualized returns in the last three years. In the last year, its returns were 10.42%. 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 10.42% 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 ₹1,000.

Min Investment Amt₹5,000
AUM5,225Cr
1Y Returns10.4%

Kotak Small Cap Fund Direct Growth

Fund Performance: This fund has given -8.89% annualized returns in the last three years. In the last year, its returns were -28.11%. 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 -28.11% 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
AUM1,633Cr
1Y Returns-28.1%

Kotak Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 9.06% annualized returns in the last three years. In the last year, its returns were 10.66%. 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 10.66% 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
AUM1,205Cr
1Y Returns10.7%

Kotak Gold Fund Direct Growth

Fund Performance: This fund has given 16.02% annualized returns in the last three years. In the last year, its returns were 43.52%. 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 43.52% 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
AUM244Cr
1Y Returns43.5%

Kotak India EQ Contra Fund Direct Growth

Fund Performance: This fund has given -1.57% annualized returns in the last three years. In the last year, its returns were -28.49%. 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 -28.49% 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
AUM866Cr
1Y Returns-28.5%

Kotak Equity Opportunities Fund Direct Growth

Fund Performance: This fund has given -3.05% annualized returns in the last three years. In the last year, its returns were -23.95%. 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 -23.95% 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
AUM3,168Cr
1Y Returns-23.9%

Kotak Savings Fund Direct Growth

Fund Performance: This fund has given 7.61% annualized returns in the last three years. In the last year, its returns were 7.46%. 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 7.46% 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
AUM12,951Cr
1Y Returns7.5%

Kotak Bond Short Term Fund Direct Growth

Fund Performance: This fund has given 8.15% annualized returns in the last three years. In the last year, its returns were 9.53%. 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 9.53% 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
AUM11,560Cr
1Y Returns9.5%

Kotak Bluechip Fund Direct Growth

Fund Performance: This fund has given -3.37% annualized returns in the last three years. In the last year, its returns were -25.37%. 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 -25.37% 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 ₹1,000.

Min Investment Amt₹1,000
AUM1,446Cr
1Y Returns-25.4%

Kotak Equity Arbitrage Fund Direct Growth

Fund Performance: This fund has given 6.71% annualized returns in the last three years. In the last year, its returns were 6.85%. 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 6.85% 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
AUM17,662Cr
1Y Returns6.8%

Kotak Corporate Bond Fund Direct Growth

Fund Performance: This fund has given 8.26% annualized returns in the last three years. In the last year, its returns were 9.01%. 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 9.01% 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
AUM4,840Cr
1Y Returns9.0%

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