Top 10 Kotak Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Kotak Emerging Equity SchemeEquityModerately High-5.9%5star4,470
Kotak Asset Allocator FundOthersModerately High7.3%5star39
Kotak Emerging Equity SchemeEquityModerately High-6.0%5star4,470
Kotak Asset Allocator FundOthersModerately High7.6%5star39
Kotak Corporate Bond FundDebtModerately Low10.4%5star2,448
Kotak Dynamic Bond FundDebtModerately Low13.3%5star1,238
Kotak Gold FundOthersModerately High23.9%5star175
Kotak Tax Saver FundEquityModerately High-1.0%5star896
Kotak Corporate Bond FundDebtModerately Low10.1%5star2,448
Kotak Corporate Bond FundDebtModerately Low10.4%5star2,448
Kotak Dynamic Bond FundDebtModerately Low14.0%5star791
Kotak Dynamic Bond FundDebtModerately Low14.0%5star1,238
Kotak Low Duration FundDebtModerate9.2%5star4,758
Kotak Standard Multi Cap FundEquityModerately High-2.0%5star25,381
Kotak Standard Multi Cap FundEquityModerately High-1.4%5star25,381
View All Top 10 Kotak Mutual Funds

Best Kotak Hybrid 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.

If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.

Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Kotak Emerging Equity Scheme Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 6.34% annualized returns in the last 3 years. In the last 1 year, it gave -5.9% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.9% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM4,470Cr
1Y Returns-5.9%

Kotak Asset Allocator Fund Regular Growth

Fund Performance: This fund has consistently beaten its benchmark in FoF Domestic segment and provided 7.56% annualized returns in the last 3 years. In the last 1 year, it gave 7.27% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.27% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Others mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM39Cr
1Y Returns7.3%

Kotak Emerging Equity Scheme Regular Dividend

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 5.52% annualized returns in the last 3 years. In the last 1 year, it gave -6.05% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.05% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM4,470Cr
1Y Returns-6.0%

Kotak Asset Allocator Fund Regular Dividend

Fund Performance: This fund has consistently beaten its benchmark in FoF Domestic segment and provided 7.74% annualized returns in the last 3 years. In the last 1 year, it gave 7.63% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.63% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Others mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM39Cr
1Y Returns7.6%

Kotak Corporate Bond Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Corporate Bond segment and provided 8.36% annualized returns in the last 3 years. In the last 1 year, it gave 10.42% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 10.42% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM2,448Cr
1Y Returns10.4%

Kotak Flexi Debt Fund Plan A Dividend Weekly

Fund Performance: This fund has consistently beaten its benchmark in Dynamic segment and provided 8.29% annualized returns in the last 3 years. In the last 1 year, it gave 13.25% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 13.25% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM1,238Cr
1Y Returns13.3%

Kotak Gold Fund Direct Dividend

Fund Performance: This fund has consistently beaten its benchmark in FoF Domestic segment and provided 6.59% annualized returns in the last 3 years. In the last 1 year, it gave 23.85% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 23.85% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Others mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM175Cr
1Y Returns23.9%

Kotak Tax Saver Fund Direct Dividend

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 8.37% annualized returns in the last 3 years. In the last 1 year, it gave -1.01% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.01% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM896Cr
1Y Returns-1.0%

Kotak Corporate Bond Fund Standard Dividend Monthly

Fund Performance: This fund has consistently beaten its benchmark in Corporate Bond segment and provided 8.1% annualized returns in the last 3 years. In the last 1 year, it gave 10.11% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 10.11% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM2,448Cr
1Y Returns10.1%

Kotak Corporate Bond Fund Direct Dividend Monthly

Fund Performance: This fund has consistently beaten its benchmark in Corporate Bond segment and provided 8.38% annualized returns in the last 3 years. In the last 1 year, it gave 10.41% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 10.41% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM2,448Cr
1Y Returns10.4%

Kotak Dynamic Bond Fund Direct Dividend Quarterly

Fund Performance: This fund has consistently beaten its benchmark in Dynamic segment and provided 8.92% annualized returns in the last 3 years. In the last 1 year, it gave 13.98% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 13.98% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM791Cr
1Y Returns14.0%

Kotak Flexi Debt Fund Plan A Direct Dividend Daily

Fund Performance: This fund has consistently beaten its benchmark in Dynamic segment and provided 8.92% annualized returns in the last 3 years. In the last 1 year, it gave 13.98% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 13.98% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM1,238Cr
1Y Returns14.0%

Kotak Low Duration Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Low Duration segment and provided 8.43% annualized returns in the last 3 years. In the last 1 year, it gave 9.23% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.23% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹1,000. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM4,758Cr
1Y Returns9.2%

Kotak Standard Multicap Fund Regular Dividend

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided 8.66% annualized returns in the last 3 years. In the last 1 year, it gave -1.97% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.97% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM25,381Cr
1Y Returns-2.0%

Kotak Standard Multicap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided 9.19% annualized returns in the last 3 years. In the last 1 year, it gave -1.41% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.41% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM25,381Cr
1Y Returns-1.4%

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What does investing in Kotak Hybrid Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in Kotak Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

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