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Who are we?
Part of a reputed conglomerate - Wholly owned subsidiary of Kotak Mahindra Bank Limited
5th
5th Largest Mutual Fund- Based on Quarterly AUM as of Sept 2024
Long Experience - Started operations in Dec 1998
Robust distribution network - A comprehensive distribution channel with over 92,484 empanelled distributors
Robust distribution network - A comprehensive distribution channel with over 92,484 empanelled distributors
Large Investor base - Over 1.21 Crore Investor Folios
Complete product bouquet-
Offers schemes catering to investors with varying risk- return profiles
Offers schemes catering to investors with varying risk- return profiles
Assets Under Management
As per the quarterly average AUM for the Third quarter of 2020, 2021, 2022, and 2023 (in INR Cr)
Kotak Mutual Fund, on back of its fund performances, is one of the fastest growing* fund houses in India
Investment Theme
Multicap
Very High
Risk
Very High Risk
Risk
Very High Risk Investment Theme
Large & Mid Cap
Very High
RiskVery High Risk
Risk
Very High Risk Investment Theme
Contra
Very High
RiskVery High Risk
Risk
Very High Risk Investment Theme
BFSI
Very High
RiskVery High Risk
Risk
Very High RiskSince Kotak Technology Fund has not yet completed 6 Months from Inception, the performance of the scheme is not disclosed.
Investment Theme
Thematic
Very High
RiskVery High Risk
Risk
Very High Risk Investment Theme
Healthcare
Very High
RiskVery High Risk
Risk
Very High Risk Investment Theme
Manufacturing
Very High
RiskVery High Risk
Risk
Very High Risk Investment Theme
Asset Allocation
Very High
RiskVery High Risk
Risk
Very High Risk Investment Theme
Equity Savings
Moderate High
RiskModerate High Risk
Risk
Moderate High RiskSince Kotak Long Duration Fund has not yet completed 6 Months from Inception, the performance of the scheme is not disclosed.
Investment Theme
Long Duration
Moderate
RiskModerate Risk
Risk
Moderate Risk
Our Team
Directors Trustee Company
Directors Asset Management Company
Key EmployeesAsset Management Company
Fund Managers Asset Management Company
