Fund Name | NAV | Expenses Ratio | 1y Return | 3Y Returns | Risk | Fund Size (in Cr) | |
|---|---|---|---|---|---|---|---|
Kotak Asset Management company began operating in 1998. It is a wholly-owned subsidiary of Kotak Mahindra Bank Limited (KMBL). Kotak Mahindra Asset Management Company Limited (KMAMC), the asset manager of Kotak Mahindra Mutual Fund (KMMF), was incorporated on August 2, 1994, under the Companies Act 1956. They are the fifth largest AMC based on Quarterly AUM as of Jun 2023.
As a successful asset management company, Kotak is responsible for introducing several innovative schemes in the market. They were the first AMC to have a dedicated gilt fund to invest exclusively in Government securities. Kotak Mutual Fund AMC comes in the same league of the top mutual fund companies of India with ₹2,85,987 crores AUM as of February 28, 2023.
Kotak asset management company has a very successful track record and has earned the trust of millions of Indian investors. We have discussed some of the best Kotak Mutual Funds below.
Let’s now look at some of the key factors of the company:
The group is one of the constituents of NIFTY50. Kotak Mahindra AMC is also a publicly listed company. If you want to invest in Kotak Funds, track Kotak Mutual Fund NAV on your Angel One mobile app/website.
The following are some of the key information regarding the Kotak asset management company
| Founding date | June 23, 1998 |
| AMC Incorporation date | August 5, 1994 |
| Headquarters in | Mumbai |
| Name of the sponsors | Kotak Mahindra Bank Ltd. |
| Trustee organisation | Kotak MahindraTrustee Co(P) Ltd. |
| Chairman | Uday Kotak |
| MD and CEO | Nilesh Shah |
| CIO | Harsha Upadhyaya (E), Ms Lakshmi Iyre (D) |
| Compliance Officer | Ms Jolly Bhat |
| Investor Service Officer | Ms Sushma Mata |
| Chief Investment Officer | Mr. Deepak Agrawal. (debt) & Mr. Harsha Upadhyaya (equity) |
Investing in Kotak Mahindra Mutual Funds, or any other AMC, for that matter, is an easy and hassle-free process when done through your Angel One account. Just take the following steps:
Step 1: Use your registered mobile number to log in to the Angel One account and validate with OTP. In the next step, enter the MPIN.
Note: If you don’t have an Angel One, open a Demat account with us in a matter of minutes of minutes by uploading the necessary documents.
Step 2: Determine which fund is most suited based on your needs and risk profile. You can learn more about each fund on the Angel One app. Things to consider at this stage are:
Step 3: Once you have chosen the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section and choose the fund on the page.
Mutual funds are long-term investments, and you should consider all aspects before choosing to invest. Things you must consider are:
When it comes to investing in Kotak Mutual Funds through Angel One, the process is seamless and fully digital, ensuring a hassle-free experience. Whether you’re a first-time investor or returning, we’ve got you covered. To kickstart your investment journey, you’ll need to provide the following essential documents:
Our user-friendly platform simplifies the KYC verification, allowing you to access Kotak Mutual Funds swiftly and efficiently. Your financial goals are now well within reach. In just 48-72 business hours, your KYC process will be completed, and you can embark on your mutual fund journey.
| 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.
