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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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Kotak Standard Multi Cap Fund | Equity | Moderately High | -0.8% | 4star | ₹29,551 | |
| Kotak Emerging Equity Scheme | Equity | Moderately High | 8.8% | 4star | ₹7,535 | |
| Kotak Low Duration Fund | DEBT | Moderate | 9.2% | 4star | ₹8,418 | |
| Kotak Gilt - Investment Plan | Debt | Moderate | 13.2% | 3star | ₹840 | |
| Kotak Tax Saver Fund | Equity | Moderately High | 3.6% | 4star | ₹1,275 | |
| Kotak Banking & PSU Debt Fund | Debt | Moderately Low | 11.1% | 4star | ₹9,277 | |
| Kotak Small Cap Fund | Equity | Moderately High | 15.6% | 4star | ₹1,811 | |
| Kotak Dynamic Bond Fund | Debt | Moderately Low | 12.4% | 5star | ₹1,726 | |
| Kotak Gold Fund | Others | Moderately High | 31.5% | 4star | ₹715 | |
| Kotak Classic Contra | Equity | Moderately High | 0.7% | 4star | ₹810 | |
| Kotak Large & Mid Cap Opportunities Fund | Equity | Moderately High | 7.7% | 4star | ₹3,757 | |
| Kotak Savings Fund | Debt | Moderately Low | 6.7% | 4star | ₹11,072 | |
| Kotak Bond Short Term Plan | Debt | Moderately Low | 10.9% | 5star | ₹14,379 | |
| Kotak Bluechip Fund | Equity | Moderately High | 3.4% | 4star | ₹1,678 | |
| Kotak Equity Arbitrage Fund | Hybrid | Moderately Low | 5.2% | 4star | ₹15,111 | |
| View All Top 10 Kotak Mutual Funds |
Now let us jump and check about these top 10 mutual fund schemes.
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 |
|---|---|
| AUM | ₹29,551Cr |
| 1Y Returns | -0.8% |
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 |
|---|---|
| AUM | ₹7,535Cr |
| 1Y Returns | 8.8% |
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 |
|---|---|
| AUM | ₹8,418Cr |
| 1Y Returns | 9.2% |
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 |
|---|---|
| AUM | ₹840Cr |
| 1Y Returns | 13.2% |
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 |
|---|---|
| AUM | ₹1,275Cr |
| 1Y Returns | 3.6% |
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 |
|---|---|
| AUM | ₹9,277Cr |
| 1Y Returns | 11.1% |
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 |
|---|---|
| AUM | ₹1,811Cr |
| 1Y Returns | 15.6% |
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 |
|---|---|
| AUM | ₹1,726Cr |
| 1Y Returns | 12.4% |
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 |
|---|---|
| AUM | ₹715Cr |
| 1Y Returns | 31.5% |
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 |
|---|---|
| AUM | ₹810Cr |
| 1Y Returns | 0.7% |
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 |
|---|---|
| AUM | ₹3,757Cr |
| 1Y Returns | 7.7% |
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 |
|---|---|
| AUM | ₹11,072Cr |
| 1Y Returns | 6.7% |
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 |
|---|---|
| AUM | ₹14,379Cr |
| 1Y Returns | 10.9% |
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 |
|---|---|
| AUM | ₹1,678Cr |
| 1Y Returns | 3.4% |
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 |
|---|---|
| AUM | ₹15,111Cr |
| 1Y Returns | 5.2% |
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