Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund was established on August 5, 1994. It is one of India’s leading asset management companies. It manages an AUM of ₹4,73,747 crore across 84 schemes. The fund house ranks as the 5th largest in India, reflecting its significant market presence. Kotak Mahindra Mutual Fund offers a diverse range of investment options, including equity, debt, and hybrid funds. It caters to various investor needs and risk profiles. Its strong performance and extensive distribution network make it a preferred choice for many investors.

Scheme Name		Min. Invest	AUM (In Cr)
Kotak Healthcare Fund - Direct (G) Sectoral / Thematic \| Equity	31.74%	₹100	₹439.02	Invest
Kotak Emerging Equity Fund - Direct (G) Mid Cap Fund \| Equity	26.76%	₹100	₹53,078.98	Invest
Kotak Gold Fund - Direct (G) FoFs Domestic \| Other	26.50%	₹100	₹2,291.35	Invest
Kotak Pioneer Fund - Direct (G) Sectoral / Thematic \| Equity	25.31%	₹100	₹2,730.14	Invest
Kotak Silver ETF Fund of Fund - Direct (G) FoFs Domestic \| Other	24.82%	₹100	₹56.19	Invest
Kotak Business Cycle Fund - Direct (G) Sectoral / Thematic \| Equity	24.55%	₹100	₹2,687.74	Invest
Kotak Consumption Fund - Direct (G) Sectoral / Thematic \| Equity	24.46%	₹100	₹1,116.93	Invest
Kotak Infrastructure & Ecoc. Reform-SP-Dir(G) Sectoral / Thematic \| Equity	24.03%	₹100	₹2,430.47	Invest
Kotak Global Innovation Fund of Fund-Dir (G) FoFs Overseas \| Other	23.23%	₹100	₹557.64	Invest
Kotak Manufacture in India Fund - Direct (G) Sectoral / Thematic \| Equity	23.09%	₹100	₹2,482.05	Invest
Kotak Nifty Next 50 Index Fund - Direct (G) Index Fund \| Other	19.59%	₹100	₹400.49	Invest
Kotak Multicap Fund - Direct (G) Multi Cap Fund \| Equity	19.50%	₹100	₹16,065.25	Invest
Kotak Small Cap Fund - Direct (G) Small Cap Fund \| Equity	18.95%	₹100	₹17,777.85	Invest
Kotak Equity Opportunities - Direct (G) Large & Mid Cap Fund \| Equity	18.78%	₹100	₹25,783.54	Invest
Kotak Equity Hybrid Fund - Direct (G) Aggressive Hybrid Fund \| Hybrid	18.70%	₹100	₹6,913.47	Invest
Kotak ELSS Tax Saver Fund - Direct (G) ELSS \| Equity	17.75%	₹500	₹6,218.85	Invest
Kotak Multi Asset Allocator FoF - Dynamic - Direct (G) FoFs Domestic \| Other	17.57%	₹100	₹1,632.21	Invest
Kotak Nifty Smallcap 50 Index Fund - Dir (G) Index Fund \| Other	17.38%	₹100	₹118.35	Invest
Kotak India EQ Contra Fund - Direct (G) Contra Fund \| Equity	16.70%	₹100	₹3,985.56	Invest
Kotak Multi Asset Allocation Fund - Direct (G) Multi Asset Allocation \| Hybrid	15.75%	₹100	₹7,678.96	Invest

Kotak Healthcare Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

31.74%

Min. Invest

₹100

AUM

₹439.02 Cr

Kotak Emerging Equity Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

26.76%

Min. Invest

₹100

AUM

₹53,078.98 Cr

Kotak Gold Fund - Direct (G)

Equity | FoFs Domestic

1Y returns

26.50%

Min. Invest

₹100

AUM

₹2,291.35 Cr

Kotak Pioneer Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

25.31%

Min. Invest

₹100

AUM

₹2,730.14 Cr

Kotak Silver ETF Fund of Fund - Direct (G)

Equity | FoFs Domestic

1Y returns

24.82%

Min. Invest

₹100

AUM

₹56.19 Cr

Kotak Business Cycle Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

24.55%

Min. Invest

₹100

AUM

₹2,687.74 Cr

Kotak Consumption Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

24.46%

Min. Invest

₹100

AUM

₹1,116.93 Cr

Kotak Infrastructure & Ecoc. Reform-SP-Dir(G)

Equity | Sectoral / Thematic

1Y returns

24.03%

Min. Invest

₹100

AUM

₹2,430.47 Cr

Kotak Global Innovation Fund of Fund-Dir (G)

Equity | FoFs Overseas

1Y returns

23.23%

Min. Invest

₹100

AUM

₹557.64 Cr

Kotak Manufacture in India Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

23.09%

Min. Invest

₹100

AUM

₹2,482.05 Cr

Kotak Nifty Next 50 Index Fund - Direct (G)

Equity | Index Fund

1Y returns

19.59%

Min. Invest

₹100

AUM

₹400.49 Cr

Kotak Multicap Fund - Direct (G)

Equity | Multi Cap Fund

1Y returns

19.50%

Min. Invest

₹100

AUM

₹16,065.25 Cr

Kotak Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

18.95%

Min. Invest

₹100

AUM

₹17,777.85 Cr

Kotak Equity Opportunities - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

18.78%

Min. Invest

₹100

AUM

₹25,783.54 Cr

Kotak Equity Hybrid Fund - Direct (G)

Equity | Aggressive Hybrid Fund

1Y returns

18.70%

Min. Invest

₹100

AUM

₹6,913.47 Cr

Kotak ELSS Tax Saver Fund - Direct (G)

Equity | ELSS

1Y returns

17.75%

Min. Invest

₹500

AUM

₹6,218.85 Cr

Kotak Multi Asset Allocator FoF - Dynamic - Direct (G)

Equity | FoFs Domestic

1Y returns

17.57%

Min. Invest

₹100

AUM

₹1,632.21 Cr

Kotak Nifty Smallcap 50 Index Fund - Dir (G)

Equity | Index Fund

1Y returns

17.38%

Min. Invest

₹100

AUM

₹118.35 Cr

Kotak India EQ Contra Fund - Direct (G)

Equity | Contra Fund

1Y returns

16.70%

Min. Invest

₹100

AUM

₹3,985.56 Cr

Kotak Multi Asset Allocation Fund - Direct (G)

Equity | Multi Asset Allocation

1Y returns

15.75%

Min. Invest

₹100

AUM

₹7,678.96 Cr

About Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund has established a robust mission that goes far beyond traditional investment management, positioning itself as a comprehensive financial partner committed to investor empowerment, sustainable growth, and innovative financial solutions. The organization's mission is deeply rooted in creating long-term value for investors while maintaining a holistic approach to wealth creation and financial well-being.

At the heart of Kotak Mahindra Mutual Fund's mission is the commitment to providing diversified and strategically designed investment products that cater to the varied needs of investors across different financial segments. The fund aims to offer a comprehensive range of mutual fund schemes spanning equity, debt, hybrid, and specialized sector-specific portfolios. By creating flexible and innovative investment options, the mission is to enable investors to build personalized investment strategies aligned with their unique financial goals, risk profiles, and investment horizons.

Financial literacy and investor education form a critical component of the fund's mission. Kotak Mahindra Mutual Fund is dedicated to empowering investors through comprehensive knowledge sharing, transparent communication, and continuous financial awareness initiatives. The organization conducts extensive investor education programs, digital workshops, research publications, and personalized financial counseling to help investors understand complex market dynamics, investment strategies, and potential risk-return scenarios.

Technological innovation is integral to the fund's mission. Kotak Mahindra has consistently invested in developing advanced digital platforms that transform the investment experience. Their technological solutions offer seamless online transactions, real-time portfolio tracking, comprehensive financial analytics, and user-friendly interfaces. The mission is to make mutual fund investments more accessible, transparent, and convenient for investors across different demographic segments, thereby democratizing investment opportunities.

Sustainability and responsible investing are fundamental to the organization's mission. Kotak Mahindra Mutual Fund has progressively integrated environmental, social, and governance (ESG) considerations into its investment philosophy. By supporting companies with robust sustainability practices and ethical business models, the fund aims to generate long-term value while contributing to broader societal and environmental objectives. This approach demonstrates their commitment to responsible capital allocation and sustainable economic development.

Research-driven investment strategies are a cornerstone of the fund's mission. The organization leverages extensive market research capabilities, sophisticated analytical tools, and a team of experienced fund managers to continuously evaluate investment opportunities. By maintaining a rigorous research approach, Kotak Mahindra Mutual Fund ensures that investors benefit from professionally managed, well-researched, and strategically constructed investment solutions.

Risk management is another critical aspect of the fund's mission. The organization is committed to implementing comprehensive risk mitigation strategies across its investment portfolios. Through advanced risk assessment techniques, strategic diversification, and continuous portfolio monitoring, the fund aims to protect investor interests while maintaining competitive return potential.

How to Invest in Kotak Mahindra Mutual Fund?

Investing in Kotak Mahindra Mutual Fund offers several advantages. Firstly, the fund house provides a diversified portfolio across equity, debt, and hybrid schemes, catering to various investor needs and risk profiles. This diversification helps in spreading risk and optimizing returns.

Additionally, Kotak Mahindra Mutual Fund is managed by an experienced team of professionals with a strong track record in financial markets. Their expertise ensures effective risk management and strategic investment decisions.

Lastly, the fund’s consistent performance and ability to outperform benchmarks make it a reliable choice for investors seeking steady growth and wealth accumulation.

Note down the steps you need to take to begin your investment process.

Step 1: Login or Register

Step 2: Confirm Identity Proof

Get Digilocker to validate your identity online without needing physical documents.

Step 3: Level of Risk

Estimate your risk tolerance: low, medium, or high, based on your investment goals.

Step 4: Choose a Mutual Fund Scheme

Select a mutual fund scheme that aligns with your risk level and investment objectives.

Step 5: One Time (Lumpsum) or SIP

Decide whether to invest a lump sum amount or start a Systematic Investment Plan (SIP).

Step 6: SIP Placement

Choose to start your SIP on the same day or schedule it for a specific day each month.

Your Torus account will reflect the Kotak Mahindra Mutual Fund in India you have invested in within 3 to 4 working days.

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Kotak Healthcare Fund - Direct (G)

₹100

₹439.02 Cr

Kotak Emerging Equity Fund - Direct (G)

₹100

₹53,078.98 Cr

Kotak Gold Fund - Direct (G)

₹100

₹2,291.35 Cr

Kotak Pioneer Fund - Direct (G)

₹100

₹2,730.14 Cr

Kotak Silver ETF Fund of Fund - Direct (G)

₹100

₹56.19 Cr

Kotak Business Cycle Fund - Direct (G)

₹100

₹2,687.74 Cr

Kotak Consumption Fund - Direct (G)

₹100

₹1,116.93 Cr

Kotak Infrastructure & Ecoc. Reform-SP-Dir(G)

₹100

₹2,430.47 Cr

Kotak Global Innovation Fund of Fund-Dir (G)

₹100

₹557.64 Cr

Kotak Manufacture in India Fund - Direct (G)

₹100

₹2,482.05 Cr

Kotak Nifty Next 50 Index Fund - Direct (G)

₹100

₹400.49 Cr

Kotak Multicap Fund - Direct (G)

₹100

₹16,065.25 Cr

Kotak Small Cap Fund - Direct (G)

₹100

₹17,777.85 Cr

Kotak Equity Opportunities - Direct (G)

₹100

₹25,783.54 Cr

Kotak Equity Hybrid Fund - Direct (G)

₹100

₹6,913.47 Cr

Kotak ELSS Tax Saver Fund - Direct (G)

₹500

₹6,218.85 Cr

Kotak Multi Asset Allocator FoF - Dynamic - Direct (G)

₹100

₹1,632.21 Cr

Kotak Nifty Smallcap 50 Index Fund - Dir (G)

₹100

₹118.35 Cr

Kotak India EQ Contra Fund - Direct (G)

₹100

₹3,985.56 Cr

Kotak Multi Asset Allocation Fund - Direct (G)

₹100

₹7,678.96 Cr

About Kotak Mahindra Mutual Fund

How to Invest in Kotak Mahindra Mutual Fund?

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Get started with us today and start building your wealth journey

Get started with us today and
start building your wealth journey

Get started with us today and
start building your wealth journey