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 High15.8%5star29,598
Kotak Emerging Equity SchemeEquityModerately High17.1%5star5,888
Kotak Low Duration FundDebtModerate9.1%5star5,963
Kotak Tax Saver FundEquityModerately High17.9%5star1,068
Kotak Banking & PSU Debt FundDebtModerately Low11.2%4star4,204
Kotak Small Cap FundEquityModerately High14.9%3star1,360
Kotak Dynamic Bond FundDebtModerately Low11.9%5star1,030
Kotak Gold FundOthersModerately High24.0%5star205
Kotak Classic ContraEquityModerately High15.3%4star882
Kotak Large & Mid Cap Opportunities FundEquityModerately High18.6%4star2,928
Kotak Savings FundDebtModerately Low8.1%4star11,279
Kotak Bond Short Term PlanDebtModerately Low10.3%4star10,602
Kotak Bluechip FundEquityModerately High17.4%4star1,488
Kotak Equity Arbitrage FundHybridModerately Low6.6%4star17,486
Kotak Corporate Bond FundDebtModerately Low9.8%5star4,418
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 14.82% annualized returns in the last three years. In the last year, its returns were 15.76%. 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 15.76% 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 ₹500.

Min Investment Amt₹5,000
AUM29,598Cr
1Y Returns15.8%

Kotak Emerging Equity Fund Direct Growth

Fund Performance: This fund has given 12.72% annualized returns in the last three years. In the last year, its returns were 17.13%. 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 17.13% 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
AUM5,888Cr
1Y Returns17.1%

Kotak Low Duration Fund Direct Growth

Fund Performance: This fund has given 8.33% annualized returns in the last three years. In the last year, its returns were 9.05%. 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 9.05% 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
AUM5,963Cr
1Y Returns9.1%

Kotak Tax Saver Fund Direct Growth

Fund Performance: This fund has given 14.12% annualized returns in the last three years. In the last year, its returns were 17.95%. 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 17.95% 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
AUM1,068Cr
1Y Returns17.9%

Kotak Banking and PSU Debt Fund Direct Growth

Fund Performance: This fund has given 8.16% annualized returns in the last three years. In the last year, its returns were 11.24%. 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 11.24% 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
AUM4,204Cr
1Y Returns11.2%

Kotak Small Cap Fund Direct Growth

Fund Performance: This fund has given 9.8% annualized returns in the last three years. In the last year, its returns were 14.9%. 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 14.9% 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
AUM1,360Cr
1Y Returns14.9%

Kotak Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 8.41% annualized returns in the last three years. In the last year, its returns were 11.93%. 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 11.93% 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
AUM1,030Cr
1Y Returns11.9%

Kotak Gold Fund Direct Growth

Fund Performance: This fund has given 10.86% annualized returns in the last three years. In the last year, its returns were 23.96%. 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 23.96% 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
AUM205Cr
1Y Returns24.0%

Kotak India EQ Contra Fund Direct Growth

Fund Performance: This fund has given 16.73% annualized returns in the last three years. In the last year, its returns were 15.27%. 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 15.27% 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
AUM882Cr
1Y Returns15.3%

Kotak Equity Opportunities Fund Direct Growth

Fund Performance: This fund has given 14.19% annualized returns in the last three years. In the last year, its returns were 18.65%. 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 18.65% 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
AUM2,928Cr
1Y Returns18.6%

Kotak Savings Fund Direct Growth

Fund Performance: This fund has given 7.67% annualized returns in the last three years. In the last year, its returns were 8.09%. 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 8.09% 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
AUM11,279Cr
1Y Returns8.1%

Kotak Bond Short Term Fund Direct Growth

Fund Performance: This fund has given 7.82% annualized returns in the last three years. In the last year, its returns were 10.35%. 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 10.35% 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
AUM10,602Cr
1Y Returns10.3%

Kotak Bluechip Fund Direct Growth

Fund Performance: This fund has given 13.75% annualized returns in the last three years. In the last year, its returns were 17.4%. 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 17.4% 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
AUM1,488Cr
1Y Returns17.4%

Kotak Equity Arbitrage Fund Direct Growth

Fund Performance: This fund has given 6.65% annualized returns in the last three years. In the last year, its returns were 6.6%. 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 6.6% 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
AUM17,486Cr
1Y Returns6.6%

Kotak Corporate Bond Fund Direct Growth

Fund Performance: This fund has given 8.17% annualized returns in the last three years. In the last year, its returns were 9.75%. 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 9.75% 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
AUM4,418Cr
1Y Returns9.8%

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