Kotak Mahindra Mutual Fund
- AMC AGE 31 years
- AMC AUM (In Cr) ₹ 5,73,148.69
- Number of Schemes 96
Kotak Mahindra Mutual Fund is backed by the Kotak financial services ecosystem and is known for offering a wide range of funds across equity, debt, and hybrid categories. Over the years, the AMC has built a reputation around process-led investing and a strong institutional approach to portfolio construction.
If you’re exploring Kotak Mahindra Mutual Fund schemes, it helps to filter by your goal first, then compare categories rather than looking for a single “best Kotak Mahindra Mutual Fund” universally. Similarly, Kotak Mahindra Mutual Fund returns will differ across strategies - so the right evaluation is always scheme- and goal-specific.
List of Kotak Mahindra Mutual Funds Schemes
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
|
923 | 41.32% | - | |
|
6,422 | 32.18% | 22.59% | |
|
4,588 | 27.17% | 19.14% | |
|
1,767 | 23.30% | 11.91% | |
|
220 | 22.00% | - | |
|
2,804 | 20.51% | - | |
|
832 | 20.39% | 8.28% | |
|
3,873 | 20.13% | 16.77% | |
|
67,611 | 19.86% | 17.91% | |
|
28,074 | 18.68% | - |
Key Information about Kotak Mahindra Mutual Fund
- Name of the Mutual Fund
- Kotak Mahindra Mutual Fund
- Date of Incorporation
- 02 August 1994
- Setup Date
- 23 June 1998
- Sponsor Name
- Kotak Mahindra Bank Limited
- Trustee Name
- Kotak Mahindra Trustee Company Limited
- Managing Director
- Mr. Nilesh Shah
- Compliance Officer
- Ms. Jolly Bhatt
- Chairman
- Mr. Uday Kotak
- Investment Service Officer
- Ms. Sushma Mata, Sushma Mata
- Auditor
- M/s. Walker Chandiok & Co. LLP
- Custodian
- Standard Chartered Bank, Deutsche Bank, AG
- Registrars
- Computer Age Management Services (P) Ltd.
- Address (Head Office)
- 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E)
- Telephone No
- 61152100
- Fax No
- 67082213
Kotak Mahindra Mutual Fund Managers
Harsha began his career with Essar steel as an engineer and moved on to pursue higher studies. After completion of PGDM, he joined uti in 1996 and worked as an equity analyst tracking various sectors for over three years. Before his second stint with UTI Mutual Fund starting april 2006, harsha gained considerable experience on indian equity markets working as research analyst in local and foreign broking houses; he has also gained valuable experience in the areas of business analysis and finance working at Reliance Industries and Reliance energy.
Mr. Nalin Bhatt has overall 20 years of experience spread over Equity Research and Fund Management. Prior to joining KMAMC, he has also worked at Motilal Oswal Securities Limited, Angel Broking Limited and Sushil Stock Brokers.
Mr. Atul has over 18 years of experience in Indian equity markets. Prior to joining KMAMC, he has worked with DSP Asset Managers as SVP- Investments and Tata Asset Management Pvt Ltd as Fund Manager and Research analyst. He has also worked as research analyst in JP Morgan Services (India) Pvt. Ltd. and with State Bank of India. a
Ms. Shibani Kurian has been associated with the company since November 2007 and her key responsibilities include fund management and equity research. Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.
Prior to joining ICICI Prudential Mutual Fund, he has worked with SBI Mutual Fund, Kotak Instituitional Equities, CIMB Securities, RBS Equities India Pvt. Ltd., Indiabulls Securities Ltd. and Reliance Equities International Pvt. Ltd.
Prior to joining Kotak Mahindra AMC, he has worked with kotak Securities Ltd.(July 2007 - January 2009) ,Religare (Feb 2006 - June 2007), Karvy (July 2004 - January 2006), P N Vijay Financial Services Pvt Ltd(2001- 2004) and Dundee Mutual Fund(Summer Trainee) (May 2000 - June 2000).
Mr. Satish Dondapati has been associated with the company since March 2008. He has over 15 years of experience in MF Product Development and Sales. Prior to joining Kotak Asset Management Company Limited, he was the part of MF Product Team of Centurion Bank Of Punjab.
Mr.Abhishek Bisen has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Abhishek was working with securities trading corporation of India ltd where he was looking at sales & trading of fixed income products apart from doing portfolio advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Mr. Rohit has over 19 years of experience in equity research and fund management. Prior to joining KMAMC he was the Head (Equities) at Reliance Nippon Life Insurance. Before that he has worked with Max Life Insurance as Senior Fund Manager (Equities) for 14 years. He has also worked as a sell-side analyst in Power, Infrastructure & Capital Goods sectors in JP Morgan India for 4 years.
Mr. Mandar has an overall industry experience of 19 years. He has been working with Kotak Mutual Fund as an analyst for 16 years. Prior to joining Kotak Mahindra Mutual Fund, he has worked as research analyst on sell-side with KR Choksey Securities and MF Global Sify Securities for a period of 3.5 years.
Mr. Arjun Khanna has over 10 years of experience in banking and financial companies. Prior to joining Kotak Asset Management Company Limited, he worked in equity research in Principal PNB AMC. He has also worked at Citigroup NA in his earlier stint. He is a Bachelor of Engineering (Electronics) from Mumbai University and a post Graduate in Masters of Management Studies (Finance) from Jamnalal Bajaj Institute of Management Studies. He is a holder of the right to use the Chartered Financial Analystr designation and is a Financial Risk Manager - Certified by the Global Association of Risk Professionals.
He has a total work experience of over 14 years in the equity market segment and has been associated with Edelweiss Asset Management Limited ('the AMC') since July 2011 as chief Dealer - Equities. Prior to joining the AMC, he was also associated with Edelweiss Securities Limited as Low Risk Arbitrage Trader for over three years.
Mr. Jeetu Valechha Sonar has more than 11 years experience in Commodity and Equity dealing and advisory. Prior to joining Kotak AMC Limited, he has worked as institutional dealer with Kotak Securities Ltd. and is part of Kotak Group since 2014.
Started his career with the AMC in September 2000 and moved to Debt Fund Management Team as research analyst in September 2001 and performed the role of dealer from October 2004. Since November 2006, Mr. Agarwal was Fund Manager in the debt fund management team.
Mr. Sunit Garg has more than 16 years of experience in financial service industry in india. Out of which, more than 6 years has been with Kotak Mahindra Asset Management Company Limited. Prior to this he has worked with various Bank such as FirstRand Bank, Barclays Bnak, ICICI Bank etc.
Over 17 years of experience in the fields of fixed Income Fund Management, Operations, Finance Audit and Taxation. He joined Kotak AMC from Deskera Systems in September 2019 and was based out of Bangalore/Singapore for one year. Prior to it Mr. Manu was with Kotak AMC since September 2006 to June 2018 and has handled major assignments like the Fund Management, Operations and Finance for the Kotak AMC.
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How to Invest in Kotak Mahindra Mutual Fund?
Investing in Kotak Mahindra Mutual Fund via 5paisa gives you a single place to discover, compare, and transact across categories - without switching platforms.
Step 1: Sign in to 5paisa (or create your account using your mobile number/email).
Step 2: Finish KYC with PAN plus identity/address proof.
Step 3: Define your investment horizon (short/medium/long-term).
Step 4: Decide if you want SIP (disciplined, periodic) or lump sum (one-time).
Step 5: Explore Kotak Mahindra Mutual Fund schemes on 5paisa and open the scheme details page.
Step 6: Validate suitability—risk level, category role, and your goal fit.
Step 7: Place your order and track status in your portfolio dashboard.
How to Invest in Kotak Mahindra Mutual Fund ?
Investing in Kotak Mahindra Mutual Fund via 5paisa gives you a single place to discover, compare, and transact across categories - without switching platforms.
Step 1: Sign in to 5paisa (or create your account using your mobile number/email).
Step 2: Finish KYC with PAN plus identity/address proof.
Step 3: Define your investment horizon (short/medium/long-term).
Step 4: Decide if you want SIP (disciplined, periodic) or lump sum (one-time).
Step 5: Explore Kotak Mahindra Mutual Fund schemes on 5paisa and open the scheme details page.
Step 6: Validate suitability—risk level, category role, and your goal fit.
Step 7: Place your order and track status in your portfolio dashboard.
Top 10 Kotak Mahindra Mutual Fund to Invest
- Kotak Silver ETF Fund of Fund - Direct Growth is an FoFs Domestic scheme that was launched on 13-03-2023 and is currently under the management of our experienced fund manager Jeetu Valechha Sonar. With an impressive
AUM of ₹923 Crores, this scheme's latest NAV is ₹28.8679 as of 7/31/2026 12:00:00 AM.
Kotak Silver ETF Fund of Fund - Direct Growth scheme has delivered a return performance of 92.35% in the last 1 year, 41.32% in the last 3 years, and an 37.40 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in FoFs Domestic.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 923
- 3Y Return
- 41.32%
- Kotak Gold Fund - Direct Growth is an FoFs Domestic scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Abhishek Bisen. With an impressive
AUM of ₹6,422 Crores, this scheme's latest NAV is ₹57.1617 as of 7/31/2026 12:00:00 AM.
Kotak Gold Fund - Direct Growth scheme has delivered a return performance of 42.45% in the last 1 year, 32.18% in the last 3 years, and an 10.74 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in FoFs Domestic.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 6,422
- 3Y Return
- 32.18%
- Kotak US Specific Equity Passive FOF - Direct Growth is an FoFs Overseas scheme that was launched on 11-01-2021 and is currently under the management of our experienced fund manager Arjun Khanna. With an impressive
AUM of ₹4,588 Crores, this scheme's latest NAV is ₹27 as of 7/31/2026 12:00:00 AM.
Kotak US Specific Equity Passive FOF - Direct Growth scheme has delivered a return performance of 29.61% in the last 1 year, 27.17% in the last 3 years, and an 19.82 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in FoFs Overseas.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 4,588
- 3Y Return
- 27.17%
- Kotak Global Emerging Market Overseas Equity Omni FOF-Dir Growth is an FoFs Overseas scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Arjun Khanna. With an impressive
AUM of ₹1,767 Crores, this scheme's latest NAV is ₹42 as of 7/31/2026 12:00:00 AM.
Kotak Global Emerging Market Overseas Equity Omni FOF-Dir Growth scheme has delivered a return performance of 47.37% in the last 1 year, 23.30% in the last 3 years, and an 11.14 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in FoFs Overseas.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,767
- 3Y Return
- 23.30%
- Kotak Nifty Smallcap 50 Index Fund - Dir Growth is an Index scheme that was launched on 16-03-2023 and is currently under the management of our experienced fund manager Satish Dondapati. With an impressive
AUM of ₹220 Crores, this scheme's latest NAV is ₹22.555 as of 7/31/2026 12:00:00 AM.
Kotak Nifty Smallcap 50 Index Fund - Dir Growth scheme has delivered a return performance of 11.28% in the last 1 year, 22.00% in the last 3 years, and an 27.86 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Index Fund.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 220
- 3Y Return
- 22.00%
- Kotak Manufacture in India Fund - Direct Growth is an Sectoral / Thematic scheme that was launched on 01-02-2022 and is currently under the management of our experienced fund manager Harsha Upadhyaya. With an impressive
AUM of ₹2,804 Crores, this scheme's latest NAV is ₹23.258 as of 7/31/2026 12:00:00 AM.
Kotak Manufacture in India Fund - Direct Growth scheme has delivered a return performance of 17.82% in the last 1 year, 20.51% in the last 3 years, and an 20.95 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 2,804
- 3Y Return
- 20.51%
- Kotak Global Innovation Overseas Equity Omni FOF-Dir Growth is an FoFs Overseas scheme that was launched on 08-07-2021 and is currently under the management of our experienced fund manager Arjun Khanna. With an impressive
AUM of ₹832 Crores, this scheme's latest NAV is ₹14.8881 as of 7/30/2026 12:00:00 AM.
Kotak Global Innovation Overseas Equity Omni FOF-Dir Growth scheme has delivered a return performance of 24.31% in the last 1 year, 20.39% in the last 3 years, and an 8.28 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in FoFs Overseas.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 832
- 3Y Return
- 20.39%
- Kotak Pioneer Fund - Direct Growth is an Sectoral / Thematic scheme that was launched on 09-10-2019 and is currently under the management of our experienced fund manager Harish Bihani. With an impressive
AUM of ₹3,873 Crores, this scheme's latest NAV is ₹38.301 as of 7/30/2026 12:00:00 AM.
Kotak Pioneer Fund - Direct Growth scheme has delivered a return performance of 10.38% in the last 1 year, 20.13% in the last 3 years, and an 22.01 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 3,873
- 3Y Return
- 20.13%
- Kotak Midcap Fund - Direct Growth is an Mid Cap scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Atul Bhole. With an impressive
AUM of ₹67,611 Crores, this scheme's latest NAV is ₹170.677 as of 7/31/2026 12:00:00 AM.
Kotak Midcap Fund - Direct Growth scheme has delivered a return performance of 8.28% in the last 1 year, 19.86% in the last 3 years, and an 20.26 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Mid Cap Fund.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 67,611
- 3Y Return
- 19.86%
- Kotak Multicap Fund - Direct Growth is an Multi Cap scheme that was launched on 08-09-2021 and is currently under the management of our experienced fund manager Devender Singhal. With an impressive
AUM of ₹28,074 Crores, this scheme's latest NAV is ₹21.583 as of 7/31/2026 12:00:00 AM.
Kotak Multicap Fund - Direct Growth scheme has delivered a return performance of 9.68% in the last 1 year, 18.68% in the last 3 years, and an 17.23 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Multi Cap Fund.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 28,074
- 3Y Return
- 18.68%
Upcoming NFO
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05 Aug 2026
Launch Date
19 Aug 2026
Closed Date
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03 Aug 2026
Launch Date
17 Aug 2026
Closed Date
Closed NFO
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08 Apr 2026
Launch Date
22 Apr 2026
Closed Date
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15 Jan 2026
Launch Date
29 Jan 2026
Closed Date
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Frequently Asked Questions
If you’re evaluating how to invest in Kotak Mahindra mutual fund options, you can log in to 5paisa, complete KYC, search Kotak Mahindra mutual fund schemes and invest via SIP or lump sum.
The best Kotak Mahindra mutual fund depends on whether your goal is growth, stability or diversification, so focus on scheme objective, category and risk level rather than only Kotak Mahindra mutual fund returns.
You can check Kotak Mahindra mutual fund returns on the 5paisa scheme pages, along with key risk indicators and fund-category information to support better decision-making.
Schemes offered by Kotak Mahindra Mutual Funds have their own respective expense ratios that are available for you to check on the individual mutual fund of your choice in the table above.
Yes, you can usually manage SIP instructions for Kotak Mahindra mutual fund schemes via the 5paisa dashboard, including pausing or cancelling, subject to applicable rules.
It is fairly simple to increase your SIP amount in Kotak Mahindra Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.