Fund Name | NAV | Expenses Ratio | 1y Return | 3Y Returns | Risk | Fund Size (in Cr) | |
|---|---|---|---|---|---|---|---|
Top Kotak Mahindra Mutual Funds to Invest in
| Name | AUM | CAGR 3Y (%) | Expense Ratio (%) | Absolute Returns – 1Y (%) |
| Kotak Midcap Fund | 60,636.84 | 23.13 | 0.38 | 12.93 |
| Kotak Large & Midcap Fund | 30,038.59 | 21.42 | 0.55 | 15.93 |
| Kotak Flexicap Fund | 56,459.51 | 18.63 | 0.60 | 16.43 |
| Kotak Arbitrage Fund | 72,153.44 | 7.82 | 0.44 | 6.98 |
| Kotak Money Market Fund | 32,187.70 | 7.53 | 0.16 | 7.28 |
Note: The data is as of February 2026, with funds ranked by the highest 3-year CAGR among Kotak Mahindra Mutual Fund schemes.
The scheme, managed by Mr. Atul Bhole, was launched on March 30, 2007, and is benchmarked against the S&P BSE 500. Its primary objective is to achieve long-term capital appreciation by investing mainly in mid-cap companies through equity and equity-related securities. Additionally, the fund may allocate a portion of its assets to debt and money market instruments in line with the prescribed asset allocation strategy.
Managed by Mr. Harsha Upadhyaya, the scheme was launched on September 11, 2009, and is benchmarked against the S&P BSE 500. The fund aims to achieve long-term capital appreciation by investing in a portfolio of equity and equity-related securities, with a strategic focus on a select group of sectors.
Managed by Mr. Deepak Agrawal and Mr. Manu Sharma, the scheme was launched on July 14, 2003, and is benchmarked against the S&P BSE 500. The fund seeks to generate returns by investing in money market instruments with maturities of up to one year, aiming to provide relatively stable income. However, there is no guarantee that the scheme will achieve its stated investment objective.
Managed by Mr. Harsha Upadhyaya, the scheme was launched on September 9, 2004, and is benchmarked against the S&P BSE 500. The fund aims to deliver capital appreciation by investing in a diversified portfolio of equity and equity-related securities, with a primary focus on a combination of large- and mid-cap stocks across multiple sectors that demonstrate strong growth potential in line with economic trends.
