searchlogo


HomeMutual FundsAMCKotak Mahindra Mutual Fund
Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund

AUM

- Cr

Funds Managed

-

AMC Age

-

Kotak Mahindra Funds

Returns on Kotak Mahindra Mutual Fund

Total Investment

1,20,000

Gain

40,000

Current Value

1,60,000

You have invested

Check the Returns of Your Investment in

Kotak Mahindra Mutual Funds Overview

Kotak Mahindra Asset Management Company Limited (KMAMC) is a wholly-owned subsidiary of Kotak Mahindra Bank Limited (KMBL) and serves as the asset manager for Kotak Mutual Fund.
  • Kotak Mutual Fund began its operations in December 1998, and it was the first asset management company (AMC) in India to offer a dedicated gilt fund focused on government securities.
  • Kotak AMC was the first fund house to launch a special gold leaf program exclusively investing in government bonds.
  • KMAMC provides a wide range of mutual fund and portfolio management services under the regulations set by SEBI. It also offers pension fund management services through its subsidiary, Kotak Mahindra Pension Fund Limited.
  • As of March 31, 2024, Kotak AMC manages assets worth over ₹3.81 lakh crore, with around 261 schemes designed to cater to the diverse risk appetites of investors.
  • The company primarily invests in AAA and AA-rated companies and provides options for income tax benefits under Section 80C.
  • It has over 8.1 million investor accounts and around 50,000 impaneled distributors, thus making it a major player in the Indian financial services sector.
As part of Kotak Mahindra Group, one of India’s leading financial services groups, KMAMC offers a comprehensive range of financial solutions. From commercial banking to equity brokerage, investment trusts, life insurance, and investment banking, Kotak Mahindra Group addresses various financial needs for both individuals and businesses.
Investing in Kotak Mutual Funds offers a range of advantages that cater to diverse investor needs. Here are some key benefits:
  • High-Quality Investments: Kotak Mutual Funds primarily invests in AAA and AA-rated companies, ensuring a high level of security and stability for your investments. These top-rated companies are known for their strong financial health and low credit risk, making them reliable investment options.
  • Substantial AUM: With over ₹3.81 lakh crore in assets under management as of March 31, 2024, Kotak Mutual Funds have a significant presence in the market. This substantial AuM reflects the trust and confidence investors have in the fund house, providing a robust platform for managing and growing your wealth.
  • Tax Saving Options: Investors can avail of income tax benefits under Section 80C by investing in Kotak ELSS Tax Saver Funds. These funds not only provide the potential for wealth creation but also help in reducing your taxable income.
  • Diversification of Assets: Kotak Mutual Funds offers a wide range of schemes that invest across various sectors and asset classes. This diversification helps in spreading risk and reducing the impact of market volatility on your portfolio.
  • Liquidity: Most Kotak Mutual Fund schemes offer high liquidity, allowing you to redeem your investments with ease. This flexibility ensures that you have access to your funds when needed.
  • Accessibility:Kotak Mutual Funds are easily accessible to investors nationwide. You can manage your investments, track performance, and make transactions conveniently from anywhere.
  • Affordability and Convenience: Kotak Mutual Funds allow you to start investing in small amounts through SIPs. This makes it affordable for individuals from all financial backgrounds to participate in wealth creation. For example, you can start a SIP with as little as ₹500 per month, making investing both convenient and budget-friendly.
Investing in Kotak Mutual Funds offers several compelling benefits that make them a worthwhile and safer choice. These funds primarily invest in top companies, ensuring your investments are in secure and reliable hands. The wide range of schemes available allows you to diversify your investments across different sectors and asset classes, providing a balanced approach to managing market fluctuations.
Most Kotak Mutual Fund schemes offer high liquidity, enabling you to access your funds whenever needed, thus ensuring financial flexibility. Funds are easily accessible, allowing you to manage and monitor your investments effortlessly.
They even adhere to the regulations set by the SEBI. This ensures that all operations and investment practices are conducted transparently and ethically, safeguarding investor interests. With this, all the funds are managed by an experienced and skilled team that employs rigorous research and analysis to make informed investment decisions.
Over the years, Kotak Mutual Funds have consistently delivered competitive returns. For example, the Kotak Emerging Equity Fund has achieved a 5-year return of 27.12%, while the Kotak Small Cap Fund has posted an impressive 5-year return of 30.98%.
While Kotak Mutual Funds present numerous advantages, it’s important to recognize that all investments come with their unique dynamics. The growth potential is accompanied by various factors that should be carefully considered. Making informed decisions and regularly reviewing your portfolio will help in effectively aligning your investments with your financial goals.
Here’s a detailed guide to help you invest in Kotak Mutual funds via Dhan:
  • Step 1: Head to the AppStore or Google Play Store on your smartphone, find Dhan trading app , and install it.
  • Step 2: Open the app, register by entering your contact number, and tap 'I'm Ready to Trade.' Input the OTP and click 'Proceed Ahead.'
  • Step 3: Add your email ID and set up an MPIN for extra security.
  • Step 4: Complete the onboarding by providing your birth date, Aadhar number, and PAN.
  • Step 5: Once you open a demat account with Dhan Visit the 'Mutual Funds' section , and search for Kotak Mutual Fund schemes. Select the scheme you're interested in for detailed information.
  • Step 6: Choose between SIP (Systematic Investment Plan) or lump sum investment. For SIP, pick your debit date; for lump sum, enter the amount.
  • Step 7: Confirm your investment in the chosen Kotak Mutual Fund scheme. You’ll receive a confirmation text and OTP for verification.
  • Step 8: After the transaction, monitor your fund's performance and compare it with benchmarks. To exit your investment, choose the redemption option and specify the NAV for selling.
Kotak Mutual Funds presents an extensive array of investment avenues, meticulously designed to address varied financial objectives and preferences. Whether you want to keep your money in for the long run or just enjoy short-term gains, Kotak Mutual Funds offers adaptable SIP and lump sum options to suit your requirements.
Additionally, you can use the Kotak SIP calculator to estimate potential returns on your investments, aiding in planning and making well-informed decisions.
Kotak Mahindra Asset Management Company Limited (KMAMC) is a wholly-owned subsidiary of Kotak Mahindra Bank Limited (KMBL) and serves as the asset manager for Kotak Mutual Fund.
  • Kotak Mutual Fund began its operations in December 1998, and it was the first asset management company (AMC) in India to offer a dedicated gilt fund focused on government securities.
  • Kotak AMC was the first fund house to launch a special gold leaf program exclusively investing in government bonds.
  • KMAMC provides a wide range of mutual fund and portfolio management services under the regulations set by SEBI. It also offers pension fund management services through its subsidiary, Kotak Mahindra Pension Fund Limited.
  • As of March 31, 2024, Kotak AMC manages assets worth over ₹3.81 lakh crore, with around 261 schemes designed to cater to the diverse risk appetites of investors.
  • The company primarily invests in AAA and AA-rated companies and provides options for income tax benefits under Section 80C.
  • It has over 8.1 million investor accounts and around 50,000 impaneled distributors, thus making it a major player in the Indian financial services sector.
As part of Kotak Mahindra Group, one of India’s leading financial services groups, KMAMC offers a comprehensive range of financial solutions. From commercial banking to equity brokerage, investment trusts, life insurance, and investment banking, Kotak Mahindra Group addresses various financial needs for both individuals and businesses.
Investing in Kotak Mutual Funds offers a range of advantages that cater to diverse investor needs. Here are some key benefits:
  • High-Quality Investments: Kotak Mutual Funds primarily invests in AAA and AA-rated companies, ensuring a high level of security and stability for your investments. These top-rated companies are known for their strong financial health and low credit risk, making them reliable investment options.
  • Substantial AUM: With over ₹3.81 lakh crore in assets under management as of March 31, 2024, Kotak Mutual Funds have a significant presence in the market. This substantial AuM reflects the trust and confidence investors have in the fund house, providing a robust platform for managing and growing your wealth.
  • Tax Saving Options: Investors can avail of income tax benefits under Section 80C by investing in Kotak ELSS Tax Saver Funds. These funds not only provide the potential for wealth creation but also help in reducing your taxable income.
  • Diversification of Assets: Kotak Mutual Funds offers a wide range of schemes that invest across various sectors and asset classes. This diversification helps in spreading risk and reducing the impact of market volatility on your portfolio.
  • Liquidity: Most Kotak Mutual Fund schemes offer high liquidity, allowing you to redeem your investments with ease. This flexibility ensures that you have access to your funds when needed.
  • Accessibility:Kotak Mutual Funds are easily accessible to investors nationwide. You can manage your investments, track performance, and make transactions conveniently from anywhere.
  • Affordability and Convenience: Kotak Mutual Funds allow you to start investing in small amounts through SIPs. This makes it affordable for individuals from all financial backgrounds to participate in wealth creation. For example, you can start a SIP with as little as ₹500 per month, making investing both convenient and budget-friendly.
Investing in Kotak Mutual Funds offers several compelling benefits that make them a worthwhile and safer choice. These funds primarily invest in top companies, ensuring your investments are in secure and reliable hands. The wide range of schemes available allows you to diversify your investments across different sectors and asset classes, providing a balanced approach to managing market fluctuations.
Most Kotak Mutual Fund schemes offer high liquidity, enabling you to access your funds whenever needed, thus ensuring financial flexibility. Funds are easily accessible, allowing you to manage and monitor your investments effortlessly.
They even adhere to the regulations set by the SEBI. This ensures that all operations and investment practices are conducted transparently and ethically, safeguarding investor interests. With this, all the funds are managed by an experienced and skilled team that employs rigorous research and analysis to make informed investment decisions.
Over the years, Kotak Mutual Funds have consistently delivered competitive returns. For example, the Kotak Emerging Equity Fund has achieved a 5-year return of 27.12%, while the Kotak Small Cap Fund has posted an impressive 5-year return of 30.98%.
While Kotak Mutual Funds present numerous advantages, it’s important to recognize that all investments come with their unique dynamics. The growth potential is accompanied by various factors that should be carefully considered. Making informed decisions and regularly reviewing your portfolio will help in effectively aligning your investments with your financial goals.
Here’s a detailed guide to help you invest in Kotak Mutual funds via Dhan:
  • Step 1: Head to the AppStore or Google Play Store on your smartphone, find Dhan trading app , and install it.
  • Step 2: Open the app, register by entering your contact number, and tap 'I'm Ready to Trade.' Input the OTP and click 'Proceed Ahead.'
  • Step 3: Add your email ID and set up an MPIN for extra security.
  • Step 4: Complete the onboarding by providing your birth date, Aadhar number, and PAN.
  • Step 5: Once you open a demat account with Dhan Visit the 'Mutual Funds' section , and search for Kotak Mutual Fund schemes. Select the scheme you're interested in for detailed information.
  • Step 6: Choose between SIP (Systematic Investment Plan) or lump sum investment. For SIP, pick your debit date; for lump sum, enter the amount.
  • Step 7: Confirm your investment in the chosen Kotak Mutual Fund scheme. You’ll receive a confirmation text and OTP for verification.
  • Step 8: After the transaction, monitor your fund's performance and compare it with benchmarks. To exit your investment, choose the redemption option and specify the NAV for selling.
Kotak Mutual Funds presents an extensive array of investment avenues, meticulously designed to address varied financial objectives and preferences. Whether you want to keep your money in for the long run or just enjoy short-term gains, Kotak Mutual Funds offers adaptable SIP and lump sum options to suit your requirements.
Additionally, you can use the Kotak SIP calculator to estimate potential returns on your investments, aiding in planning and making well-informed decisions.

AMC Information

canara roboto

-


Funds Managed

-


Assets Managed

- Cr

Contact Details

globe   -
twitter   @-
phone   -

Registered Address

locate

-


Other Popular AMCs in India


Explore All Mutual Funds



Invest in Direct Mutual Funds at

0% Commission!

Start with SIP or Lumpsum. Choose from 1000+ direct mutual funds.


border

Explore

*All securities mentioned on this website are exemplary and not recommendatory.

We are bullish on India, we are bullish on India's prospects to be one of the largest economies in the world. We believe that the stock market provides a unique opportunity for all of India's traders and investors to participate in the growth story of the country.

Yet, most investing & trading platforms in India have remained more or less the same over the past decade. Times have changed and retail traders and investors have become smarter about managing their trades and money. Modern traders & investors require an online trading platform that helps them keep up with the technological advancements of our time.

That's why we're building Dhan - to help you trade, to help you invest, and to help you participate in India's growth stock via the stock market with awesome features and an incredible experience.

©2021-2024 Moneylicious Securities Private Limited. All rights reserved. CIN - U74999WB2012PTC184187 Moneylicious Securities is part of Raise Financial Services.

SEBI Stock Broker Registration No: INZ000006031 | Depository Participant (CDSL) ID: IN-DP-289-2016
Exchange Membership No. : NSE: 90133 | BSE: 6593 | MCX: 56320
Registered Office: Office No. 14D, 4th Floor, Shri Krishna Chambers, 78, Bentick Street, Kolkata - 700001, West Bengal, India.
Corporate Office: A-302, The Western Edge I, Off Western Express Highway, Borivali East, Mumbai - 400066, Maharashtra, India. Land Line: 022-43116666.


For any query / feedback / clarifications, email at help@dhan.co.

In case of grievances for any of the services rendered by Moneylicious Securities Private Limited, please write to grievance@dhan.co (for NSE, BSE and MCX) or grievancedp@dhan.co (for Depository Participant). Please ensure that you carefully read the Risk Disclosure Document as prescribed by SEBI, our Terms of Use and Privacy Policy. Compliance Officer: Mr. Manish Garg and Mobile: 8655740961 Email: complianceofficer@dhan.co To lodge your complaints using SEBI SCORES, click here.


Procedure to file a complaint on SEBI SCORES: Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances


Disclaimer: Investment in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit


Attention investors:

  1. Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020.
  2. Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge.
  3. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

Note: As a policy we do not give stock tips or recommendations and have not authorized anyone to give this on behalf of us. If you know anyone claiming to be a part of Dhan / Moneylicious / Raise or our associate companies or partners and offering such services, please report us on help@dhan.co. Important Information for Investors: To prevent unauthorized transactions in your trading / demat account, do not share your account details, credentials or any personal details with anyone. Keep your mobile number updated with your Stock Broker, Depository Participant and ensure that the same is registered with Stock Exchanges, Depository and KRAs. You will receive alerts and information on your registered mobile number / email for debit and other important transactions in your demat account directly from CDSL / Exchange on the same day. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Stock Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. This is issued in the interest of investors.


Moneylicious Securities Private Limited also known as Dhan is only an order collection platform that collects orders on behalf of clients and places them on BSE StarMF for execution. Client expressly agrees that Dhan is not liable or responsible and does not represent or warrant any damages regarding non- execution of orders or any incorrect execution of orders with regard to the funds chosen by the client or due to, but not being limited to, any link/system failure, delay in transfer of the funds on account of any unforeseen circumstances/issues in the banking system/payment aggregators or any other problems that may result in a delay in crediting the funds into the BSE Star MF's bank account.


Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing. Dhan is not a distributor or agent of any mutual fund. Mutual Funds are not exchange-traded products. Any related disputes will not have access to the Exchange-investor redressal forum or arbitration mechanism. For other disclaimers please refer https://dhan.co/advertisement-disclaimer/


Download client registration documents (Rights & Obligations, Risk Disclosure Document, Do's & Don'ts) in vernacular language: BSE | NSE | MCX


Kindly, read the Advisory Guidelines of BSE | NSE | MCX for investors as prescribed by the exchange with reference to their circular dated 27th August, 2021 regarding investor awareness and safeguarding client's assets


Important Links: SEBI | BSE | NSE | MCX | CDSL | SCORES | ODR Portal | Investor Charter for Stock Brokers | Investor Charter for DP | UCC Advisory | e-Voting for Shareholders

Important Information: Terms of Usage | Disclaimers | Privacy Policy | Grievances | Risk Management Policy | Risk Disclosure | Advertisement Disclaimer | Saarthi 2.0 Mobile App for Investors