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Kotak Mahindra Mutual Fund
Funds on Dhan
90
AMC Age
32 Yrs
AMC AUM
₹ 5,77,765 Cr
Kotak Mahindra Equity Funds
Note: 3Y & 5Y returns are annualised. Rest everything is absolute.
Scheme | AUM (in Cr.) | Fund Age | 1W | 1M | 3M | 6M | 1Y | 3Y  | 5Y |
|---|---|---|---|---|---|---|---|---|---|
Kotak Pioneer Fund Direct Growth Compare | 4,294.62 | 7 Yrs | 0.69% | -1.80% | -3.01% | 7.15% | 4.77% | 19.11% | 13.85% |
Kotak Multi Cap Fund Direct Growth Compare | 30,335.30 | 5 Yrs | 4.17% | 1.17% | -2.91% | 0.53% | -0.32% | 16.33% | 15.99% |
Kotak Mid Cap Fund Direct Growth Compare | 66,613.30 | 13 Yrs | 3.70% | 0.42% | -6.68% | -0.83% | -0.02% | 15.92% | 14.96% |
Kotak Focused Fund Direct Growth Compare | 4,273.21 | 7 Yrs | 5.67% | 4.75% | -3.45% | 3.31% | 2.96% | 15.46% | 11.42% |
Kotak Contra Fund Direct Growth Compare | 5,196.35 | 13 Yrs | 4.15% | 1.87% | -4.91% | -0.55% | -3.36% | 14.46% | 13.18% |
Kotak Large & Mid Cap Fund Direct Growth Compare | 30,581.50 | 13 Yrs | 4.37% | 2.77% | -4.58% | -0.25% | -1.74% | 13.45% | 12.79% |
Kotak Flexi Cap Fund Direct Growth Compare | 53,086.60 | 13 Yrs | 4.49% | 3.78% | -3.43% | -0.13% | -2.70% | 12.40% | 10.22% |
Kotak ELSS Tax Saver Fund Direct Growth Compare | 6,070.55 | 13 Yrs | 4.63% | 3.70% | -1.68% | 3.72% | 0.44% | 12.05% | 11.52% |
Kotak Small Cap Fund Direct Growth Compare | 19,141.50 | 13 Yrs | 2.34% | -1.89% | -3.63% | 4.30% | 1.01% | 11.64% | 10.95% |
Kotak Large Cap Fund Direct Growth Compare | 10,514.10 | 13 Yrs | 5.14% | 4.86% | -3.37% | 0.51% | -4.24% | 11.27% | 8.91% |
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Disclaimer: Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
AMC Information
Kotak Mahindra Mutual Fund
No. of Schemes
90
Total AUM
₹ 5,77,764.64 Cr
Contact Details
27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
Contact Details
022 6115210027 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
About Kotak Mahindra Mutual Fund
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.
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