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Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund is among the top 10 Asset Management Companies (AMC) in India in terms of Assets under Management (AuM) size. The fund house’s Average Assets Under Management in the December 2020 quarter was INR 21,622,792.11.

 

The asset manager of Kotak Mahindra Mutual Fund (KMMF) is Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly-owned subsidiary of Kotak Mahindra Bank Limited. The Kotak Mahindra Group was established in 1985 and has a legacy of over thirty years in the financial sector.

 

The group received a banking license in 2003 and earned the distinction of becoming the first-ever non-banking financial company to get a banking license. The Kotak Mahindra Group’s consolidated net worth exceeds US$ 5 billion. It provides services in commercial banking, mutual funds, stockbroking, investment banking, and life insurance.

 

Besides hundreds of branches, the group also has an International Business Unit in Gujarat’s GIFT City and several international offices in Singapore, Mauritius, Dubai, London, New York, and Abu Dhabi. Kotak Mahindra AMC launched its operations in December 1998 and presently has over 74 lakh active investors investing in various mutual fund schemes.

 

It has more than 85 branches in more than 82 Indian cities targeting all categories of investors. According to industry estimates, almost 95% of DSP mutual fund schemes provide benchmark-beating returns in their category. Kotak Mahindra AMC is the first AMC in India to launch a gilt scheme that invests solely in government securities.

List of Kotak Mahindra Mutual Fund in India

Fund Category Risk 1Y Returns Ratings Fund size ( in Cr)
Money Market Moderate Risk 6.43683
SIP Investment Strategies 5
₹28768.9398
Allocation Moderately High risk 12.17288
SIP Investment Strategies 5
₹1891.0472
Fixed Income Moderate Risk 6.82225
SIP Investment Strategies 5
₹6329.3731
Fixed Income Moderate Risk 5.67891
SIP Investment Strategies 4
₹10287.0138
Fixed Income Moderate Risk 6.31422
SIP Investment Strategies 4
₹10559.4811
Fixed Income Moderate Risk 5.67891
SIP Investment Strategies 4
₹10287.0138
Equity Very High Risk 27.06322
SIP Investment Strategies 4
₹43.8949
Equity Very High Risk 24.65369
SIP Investment Strategies 4
₹29758.5003
Fixed Income Moderate Risk 6.43612
SIP Investment Strategies 4
₹9351.184
Fixed Income Moderate Risk 6.60236
SIP Investment Strategies 4
₹2554.477
Alternative Low Risk 6.39686
SIP Investment Strategies 4
₹22512.6529
Fixed Income Low to Moderate Risk 6.2689
SIP Investment Strategies 4
₹13212.4452
Fixed Income Moderate Risk 7.14382
SIP Investment Strategies 4
₹1702.659
Fixed Income Moderate Risk 7.14381
SIP Investment Strategies 4
₹1702.659
Allocation Moderately High risk 13.19368
SIP Investment Strategies 4
₹2535.4595
Equity Very High Risk 24.65154
SIP Investment Strategies 4
₹29758.5003
Equity Very High Risk 27.70146
SIP Investment Strategies 4
₹1688.0623
Equity Very High Risk 21.61584
SIP Investment Strategies 4
₹6080.8949
Allocation Moderately High risk 11.25044
SIP Investment Strategies 4
₹1891.0472
Fixed Income Low to Moderate Risk 6.7756
SIP Investment Strategies 4
₹17588.9714
Allocation Very High Risk 18.40763
SIP Investment Strategies 4
₹3841.1573
Equity Very High Risk 26.68717
SIP Investment Strategies 4
₹13765.5318
Fixed Income Moderate Risk 6.59148
SIP Investment Strategies 4
₹10287.0138
Equity Very High Risk 25.51115
SIP Investment Strategies 4
₹3855.2552
Fixed Income High Risk 6.77836
SIP Investment Strategies 3
₹1063.0111
Fixed Income High Risk 6.77863
SIP Investment Strategies 3
₹1063.0111
Fixed Income Moderate Risk 5.83176
SIP Investment Strategies 3
₹6329.3731
Equity Very High Risk 25.50967
SIP Investment Strategies 3
₹3855.2552
Equity Very High Risk 23.11934
SIP Investment Strategies 3
₹10829.6832
Equity Very High Risk 23.11999
SIP Investment Strategies 3
₹10829.6832
Allocation Moderately High risk 16.24258
SIP Investment Strategies 3
₹2535.4595
Allocation Moderately High risk 16.24258
SIP Investment Strategies 3
₹2535.4595
Fixed Income Moderate Risk 5.70926
SIP Investment Strategies 3
₹10559.4811
Fixed Income Moderately High risk 7.80115
SIP Investment Strategies 3
₹2091.4111
Fixed Income Moderately High risk 5.68444
SIP Investment Strategies 3
₹2091.4111
Fixed Income High Risk 6.77819
SIP Investment Strategies 3
₹1063.0111
Fixed Income High Risk 6.77863
SIP Investment Strategies 3
₹1063.0111
Equity Very High Risk 23.72923
SIP Investment Strategies 3
₹2318.6431
Fixed Income High Risk 6.77836
SIP Investment Strategies 3
₹1063.0111
Fixed Income Moderately High risk 5.68524
SIP Investment Strategies 3
₹2091.4111
Fixed Income Moderate Risk 6.43679
SIP Investment Strategies 3
₹9351.184
Fixed Income Moderate Risk 5.89136
SIP Investment Strategies 3
₹1702.659
Fixed Income Low to Moderate Risk 5.31757
SIP Investment Strategies 3
₹13212.4452
Fixed Income High Risk 5.31708
SIP Investment Strategies 3
₹1063.0111
Alternative Low Risk 6.39521
SIP Investment Strategies 3
₹22512.6529
Allocation Very High Risk 18.40952
SIP Investment Strategies 3
₹3841.1573
Fixed Income Moderate Risk 6.81413
SIP Investment Strategies 3
₹6329.3731
Fixed Income Low to Moderate Risk 7.86037
SIP Investment Strategies 3
₹2415.8054
Equity Very High Risk 21.6154
SIP Investment Strategies 3
₹6080.8949
Fixed Income Low to Moderate Risk 3.88442
SIP Investment Strategies 3
₹17588.9714
Fixed Income Low to Moderate Risk 6.14132
SIP Investment Strategies 3
₹17588.9714
Fixed Income Moderate Risk 3.56007
SIP Investment Strategies 3
₹10559.4811
Allocation Moderately High risk 12.36421
SIP Investment Strategies 3
₹2535.4595
Fixed Income Moderate Risk 6.00777
SIP Investment Strategies 3
₹2554.477
Fixed Income Moderate Risk 6.00777
SIP Investment Strategies 3
₹2554.477
Fixed Income Moderate Risk 8.96699
SIP Investment Strategies 3
₹10287.0138
Fixed Income Moderate Risk 6.68113
SIP Investment Strategies 3
₹4296.8068
Fixed Income Moderate Risk 6.68106
SIP Investment Strategies 3
₹4296.8068
Fixed Income Moderate Risk 6.32245
SIP Investment Strategies 3
₹2554.477
Fixed Income Moderate Risk 6.68113
SIP Investment Strategies 3
₹4296.8068
Fixed Income Moderate Risk 6.43679
SIP Investment Strategies 3
₹9351.184
Equity Very High Risk 30.01619
SIP Investment Strategies 3
₹4491.2644
Fixed Income Moderate Risk 6.60267
SIP Investment Strategies 3
₹2554.477
Fixed Income Low to Moderate Risk 6.14132
SIP Investment Strategies 3
₹17588.9714
Fixed Income Moderate Risk 5.89136
SIP Investment Strategies 3
₹1702.659
Allocation Very High Risk 28.18501
SIP Investment Strategies 3
₹1011.7028
Fixed Income Moderate Risk 6.81413
SIP Investment Strategies 3
₹6329.3731
Allocation Very High Risk 28.18537
SIP Investment Strategies 3
₹1011.7028
Fixed Income Moderate Risk 5.83176
SIP Investment Strategies 3
₹6329.3731
Equity Very High Risk 19.8955
SIP Investment Strategies 3
₹2692.9866
Allocation Moderately High risk 15.27034
SIP Investment Strategies 3
₹14887.292
Allocation Moderately High risk 15.2632
SIP Investment Strategies 3
₹14887.292
Equity Very High Risk 19.8955
SIP Investment Strategies 3
₹2692.9866
Fixed Income Moderate Risk 6.60267
SIP Investment Strategies 3
₹2554.477
Fixed Income High Risk 5.31727
SIP Investment Strategies 3
₹1063.0111
Fixed Income Low to Moderate Risk 7.86037
SIP Investment Strategies 3
₹2415.8054
Fixed Income Moderate Risk 5.83659
SIP Investment Strategies 3
₹2554.477
Fixed Income Moderately High risk 7.80115
SIP Investment Strategies 3
₹2091.4111
Fixed Income Moderately High risk 5.68444
SIP Investment Strategies 3
₹2091.4111
Fixed Income Low to Moderate Risk 7.86049
SIP Investment Strategies 3
₹2415.8054
Fixed Income Low to Moderate Risk 7.86033
SIP Investment Strategies 3
₹2415.8054
Fixed Income Moderate Risk 3.55523
SIP Investment Strategies 3
₹10559.4811
Equity Very High Risk 26.68455
SIP Investment Strategies 3
₹13765.5318
Fixed Income High Risk 5.31727
SIP Investment Strategies 3
₹1063.0111
Fixed Income High Risk 6.77819
SIP Investment Strategies 3
₹1063.0111
Equity Very High Risk 25.50967
SIP Investment Strategies 3
₹3855.2552
Fixed Income Low to Moderate Risk 3.88166
SIP Investment Strategies 2
₹17588.9714
Equity Very High Risk 27.69992
SIP Investment Strategies 2
₹1688.0623
Money Market Moderate Risk 6.32733
SIP Investment Strategies 2
₹28768.9398
Money Market Moderate Risk 3.17332
SIP Investment Strategies 2
₹28768.9398
Equity Very High Risk 27.69992
SIP Investment Strategies 2
₹1688.0623
Equity Very High Risk 9.9178
SIP Investment Strategies 2
₹109.4551
Equity Very High Risk 9.91833
SIP Investment Strategies 2
₹109.4551
Fixed Income Moderate Risk 6.586
SIP Investment Strategies 2
₹10287.0138
Equity Very High Risk 69.06475
SIP Investment Strategies 2
₹977.3283
Fixed Income Moderate Risk 6.586
SIP Investment Strategies 2
₹10287.0138
Fixed Income Moderate Risk 6.56449
SIP Investment Strategies 2
₹6329.3731
Fixed Income Low to Moderate Risk 1.15209
SIP Investment Strategies 1
₹2415.8054
Fixed Income Moderate Risk 4.73904
SIP Investment Strategies 1
₹10287.0138
Fixed Income Low to Moderate Risk 1.15209
SIP Investment Strategies 1
₹2415.8054
Equity Very High Risk 23.16977
SIP Investment Strategies 0
₹308.3437
Equity Very High Risk 23.16977
SIP Investment Strategies 0
₹308.3437
Fixed Income Moderate Risk -
SIP Investment Strategies 0
₹1715.6991
Equity Very High Risk 35.53924
SIP Investment Strategies 0
₹10.6265
Equity Very High Risk 26.25746
SIP Investment Strategies 0
₹1794.6692
Equity Very High Risk 26.20983
SIP Investment Strategies 0
₹1794.6692
Equity Very High Risk 26.25746
SIP Investment Strategies 0
₹1794.6692
Allocation Moderate Risk -
SIP Investment Strategies 0
₹24.4054
Equity Very High Risk 9.9178
SIP Investment Strategies 0
₹109.4551
Allocation Moderate Risk -
SIP Investment Strategies 0
₹24.4054
Equity Very High Risk -0.24251
SIP Investment Strategies 0
₹107.0467
Equity Very High Risk -0.24251
SIP Investment Strategies 0
₹107.0467
Equity Very High Risk -0.24144
SIP Investment Strategies 0
₹107.0467
Equity Very High Risk 21.41769
SIP Investment Strategies 0
₹2.3779
Fixed Income Moderate Risk -
SIP Investment Strategies 0
₹1715.6991
Fixed Income Moderate Risk -
SIP Investment Strategies 0
₹1715.6991
Fixed Income Moderate Risk 6.84894
SIP Investment Strategies 0
₹4296.8068
Equity Very High Risk 31.13095
SIP Investment Strategies 0
₹5016.9527
Fixed Income Moderate Risk -
SIP Investment Strategies 0
-
Commodities Very High Risk -
SIP Investment Strategies 0
₹15.5757
Equity Very High Risk 20.60366
SIP Investment Strategies 0
₹68.0447
Fixed Income Moderate Risk -
SIP Investment Strategies 0
₹9351.184
Equity Very High Risk -
SIP Investment Strategies 0
₹0.7538
Commodities Moderately High risk 15.69677
SIP Investment Strategies 0
₹1476.1403
Alternative Low Risk 4.05685
SIP Investment Strategies 0
₹22512.6529
Equity Very High Risk 18.8847
SIP Investment Strategies 0
₹90.423
Alternative Low Risk 6.39521
SIP Investment Strategies 0
₹22512.6529
Alternative Low Risk 4.05371
SIP Investment Strategies 0
₹22512.6529
Allocation Very High Risk 28.18537
SIP Investment Strategies 0
₹1011.7028
Equity Very High Risk 21.0939
SIP Investment Strategies 0
₹1223.8955
Equity Very High Risk 23.92405
SIP Investment Strategies 0
₹39236.7828
Fixed Income Moderate Risk -
SIP Investment Strategies 0
₹147.1968
Equity Very High Risk 23.92376
SIP Investment Strategies 0
₹39236.7828
Commodities Moderately High risk 15.69677
SIP Investment Strategies 0
₹1476.1403
Commodities Moderately High risk 15.69677
SIP Investment Strategies 0
₹1476.1403
Equity Very High Risk -
SIP Investment Strategies 0
₹12.8449
Equity Very High Risk -
SIP Investment Strategies 0
₹7.7357
Equity Very High Risk -
SIP Investment Strategies 0
₹7.7357
Equity Very High Risk 21.0939
SIP Investment Strategies 0
₹1223.8955
Alternative Low Risk 4.05685
SIP Investment Strategies 0
₹22512.6529
Money Market Low Risk 5.98342
SIP Investment Strategies 0
₹7819.7016
Equity Very High Risk 38.13911
SIP Investment Strategies 0
₹2560.9727
Money Market Low Risk 6.09149
SIP Investment Strategies 0
₹7819.7016
Equity Very High Risk -
SIP Investment Strategies 0
₹22.5297
Equity Very High Risk -
SIP Investment Strategies 0
₹22.5297
Equity Very High Risk -
SIP Investment Strategies 0
₹22.5297
Fixed Income Low to Moderate Risk 6.26971
SIP Investment Strategies 0
₹13212.4452
Fixed Income Low to Moderate Risk 6.26971
SIP Investment Strategies 0
₹13212.4452
Equity Very High Risk 23.92405
SIP Investment Strategies 0
₹39236.7828
Equity Very High Risk -
SIP Investment Strategies 0
₹2473.3672
Alternative Low Risk 4.05371
SIP Investment Strategies 0
₹22512.6529
Equity Very High Risk 14.25182
SIP Investment Strategies 0
₹110.6484
Equity Very High Risk 14.25182
SIP Investment Strategies 0
₹110.6484
Commodities High Risk 15.04738
SIP Investment Strategies 0
₹2625.3655
Equity Very High Risk 26.20829
SIP Investment Strategies 0
₹1174.8988
Equity Very High Risk 26.20829
SIP Investment Strategies 0
₹1174.8988
Equity Very High Risk -
SIP Investment Strategies 0
-
Fixed Income Moderate Risk -
SIP Investment Strategies 0
-
Equity Very High Risk -
SIP Investment Strategies 0
-
Equity Very High Risk -
SIP Investment Strategies 0
-

Key Information

Sponsor

Kotak Mahindra Bank Limited

Trustee

Kotak Mahindra Trustee Company Limited

Investment Manager

Kotak Mahindra Asset Management Company Limited (KMAMC)

Incorporation Date

June 23, 1998

Setup Date

December 09, 1994

How to invest in Kotak Mutual Fund with EduFund?

 

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  6. That’s how easy it is to invest in mutual funds with EduFund!
Top Fund Managers

Mr. Harsha Upadhyaya

President and Chief Investment Officer - Equity

Mr. Pankaj Tibrewal

Fund Manager - Equity

Mr. Arjun Khanna

Fund Manager - Equity

Mr. Abhishek Bisen

Senior Fund Manager - Equity

Mr. Deepak Gupta

Head - Debt and Fixed Income

Get answers to your questions

Read some of the frequently-asked questions here

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