Fund Name
|
Ratings
|
Risk
|
1Y Returns
|
AUM
|
|
---|---|---|---|---|---|
Kotak Tax Saver |
5 |
Very High |
25% |
₹1,00,900 cr. |
Invest |
Kotak Equity Hybrid |
5 |
Very High |
35% |
₹1,00,100 cr. |
Invest |
Kotak Small Cap |
5 |
Very High |
45% |
₹1,00,350 cr. |
Invest |
Kotak Banking & PSU Debt |
5 |
Medium |
55% |
₹1,01,250 cr. |
Invest |
Kotak Money Market |
5 |
Medium |
65% |
₹1,10,120 cr. |
Invest |
Kotak Equity Arbitrage |
4.5 |
Low |
75% |
₹1,30,800 cr. |
Invest |
Kotak Equity Savings |
4.5 |
Medium |
57% |
₹1,20,800 cr. |
Invest |
Kotak Debt Hybrid |
4.5 |
Medium |
76% |
₹1,00,400 cr. |
Invest |
Kotak Bond |
4.5 |
Low |
77% |
₹1,10,800 cr. |
Invest |
Kotak Bluechip |
4 |
Very High |
77% |
₹1,10,800 cr. |
Invest |
About Kotak Mahindra Mutual Funds
Kotak Mutual Fund AMC comes in the same league of the top mutual fund companies of India with 25.9 lakh investors and Rs. 284617.8 crore AUM.
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 Dec 2022.
Kotak asset management company has a very successful track record and earned the trust of millions of Indian investors. We have discussed some of the best Kotak Mutual Funds below.
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.
Let’s now look at some of the key factors of the company.
- Kotak Mahindra AMC is a part of the reputed Kotak Group. Kotak Mahindra was the first Indian NBFC to receive a banking licence from RBI in February 2003.
- Currently, the AMC has 87 plus branches spread across 82 cities in India with 73,000 plus employees.
- They offer 261 schemes catering to the varied risk appetite of their customers.
- While coming to stock selection, they only target AAA and AA-rated companies.
- Kotak Mahindra Mutual Fund offers a variety of investment opportunities in debt, equities, and hybrid schemes.
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.
Kotak Mutual Funds Key Information
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 |
How to Invest in Kotak Mutual Fund?
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 with Angel One in a matter 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:
- Search for the fund you want to invest in or take cues from funds listed by Angel One across categories.
- Analyse the fund’s past performance, tax incidence, and the sectors and companies in which it invests in. You can also calculate the potential returns using the calculator.
- Evaluate the fund’s level of risk and weigh it against your risk tolerance.
- Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
- Consider the fund’s expense ratio to get an idea about the cost of investing in it.
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:
- Lumpsum or SIP investment
- Amount you want to pay and preferred method of payment. UPI is the most desired option, but you can also choose to invest via net banking.
- If investing through SIP, you can also set a mandate for automatic debit.
Top Fund Managers of Kotak Asset Management Company
MB
Devender SinghalFund Manager since Jan 2013 (9 years)
Devendra Singhal is a veteran with 14 years of experience in market and equity research. He takes an interest in researching the media, automobile and FMCG sectors in KMAMC. Before joining Kotak AMC, Singhal worked with Kotak Portfolio Management Services. He has been with the company for more than 12 years now.
DA
Deepak Agrawal
AB
Abhishek Bisen
AK
Arjun Khanna
RT
Pankaj Tibrewal
Top 5 Kotak Asset Management Funds to invest
Returns and risks are the primary metrics for choosing a mutual fund scheme. The relationship between potential risk and probable return reflects the possibilities of investing in a mutual fund.
The following are some of the top-performing Kokat Asset Management funds based on 5-yr CAGR.
Name of the Fund | Sub category | AUM (Rs. in crore) | Minimum investment (Rs.) | CAGR 3Y (%) | CAGR 5Y (%) |
Kotak Small Cap Fund Direct Growth | Small Cap Fund | 8,572 | 500 | 48.78 | 17.21 |
Kotak Emerging Equity Fund Direct Growth | Mid Cap Fund | 23,259 | 100 | 39.97 | 15.54 |
Kotak Infrastructure and Economic Reform Fund Direct Growth | Sectoral Fund - Infrastructure | 672 | 5000 | 46.00 | 14.18 |
Kotak Bluechip Fund Direct Growth | Large Cap Fund | 5264 | 1000 | 32.90 | 12.96 |
Kotak Debt Hybrid Fund Direct Growth | Conservative Hybrid Fund | 1,650 | 5000 | 15.80 | 10.04 |
Disclaimer: The above-mentioned top funds are for informational purposes only and are not recommendations. The funds are based on 5-yr CAGR dated 20th March 2023, which is subject to change frequently. Check out real-time data in the Mutual Funds section on Angel One.
Kotak Small Cap Fund Direct-Growth
Those who want higher returns can explore the Kotak Small Cap Fund Direct-Growth. They invest >65% in equity and equity-related schemes. The fund targets companies ranking 251 onwards based on their full market capitalisation. The minimum investment requirements for the fund are Rs. 500 for lumpsum and SIP.
Kotak Emerging Equity Fund Direct-Growth
As the name suggests, Kotak Emerging Equity Fund Direct-Growth has a 92.8% asset allocation in different company equities. It is a mid-cap fund, investing in companies ranking from 101-250 in terms of full market capitalisation.
Kotak Infrastructure and Economic Reform Fund Direct-Growth
Kotak Infra & Eco reform fund comes under the sectoral fund category. Investors exploring equity funds can invest in this fund that targets the stocks of infrastructure companies. The fund invests 97.44% capital in domestic equities comprising a wide range of construction companies. The minimum investment requirements are Rs. 5000 for a lump sum and Rs. 500 for SIP.
Kotak Bluechip Fund Direct-Growth
Those who are interested in investing in blue chip stocks can target the Kotak Bluechip Fund Direct-Growth fund. It has generated an annualised return of 32.90 and 12.96% returns in three and 5 years duration. The minimum lump sum threshold is Rs. 1000, while the minimum SIP amount is Rs. 100.
Kotak Debt Hybrid Fund Direct-Growth
The fund follows the CRISIL Hybrid 85+15 - Conservative Index. It is a conservative hybrid fund that invests in GOI bonds, cash, and equities to generate low-risk returns. The minimum investment amount required is Rs. 5000. Investors can also invest through a SIP for a minimum amount of Rs. 1000.
FAQs

Kotak Mahindra AMC offers some of the best mutual funds in each category of debt, equity, and hybrid funds. It is one of the best asset management companies for investment, with some of the best returning mutual funds. You can choose to invest in one according to your financial goal, risk profile, and investment horizon.







Fund Category
Large Cap
Mid Cap
Small Cap
Tax Saver
Multi Cap