Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund Asset Management Company Limited is operated as an investment management company that provides advisory services and portfolio management to several private funds, individuals, non-profit organizations, trusts, institutions, and investment companies. Kotak Mahindra Mutual Fund AMC serves clients worldwide and is a public company founded on August 2, 1994. It is classified as a non-governmental enterprise registered in the Mumbai corporate registry. It has a paid-up capital of INR 298,000,000 and authorized share capital of INR 400,000,000. It is involved in various other financial intermediation and is a wholly-owned subsidiary of Kotak Mahindra Bank Limited (KMBL).

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This AMC is one of India’s leading financial services groups that offer investors different risk-return profiles and is the first fund house to launch a special gold leaf program that invests exclusively in government bonds. From commercial banks to equity brokerage, investment trusts, life insurance, and investment banks, the group caters to various financial needs of individuals and businesses. Kotak Mutual Funds Online AMC in December 1998 and has approximately 21 Lac investors in various programs. View More

From commercial banks, stockbrokers, and investment trusts to life insurance and investment banks, Kotak Mahindra Mutual Funds Online AMC addresses the financial needs of individuals and businesses. The group’s net worth is 791.1 billion rupees and has 1,716 branches, satellite offices, franchisees in New York, California, San Francisco, and London in more than 470 cities and towns in India, Dubai, Mauritius, and Singapore.

Kotak Mutual Fund Asset Management Company Limited of India, a wholly-owned subsidiary of KMBL, is an asset management company of the Kotak Mahindra Mutual Fund – KMMF. In February 2003, the group’s flagship company, Kotak Mahindra Finance Ltd, obtained a banking license from the Reserve Bank of India (RBI).

It is India’s first non-bank finance company to be incorporated into a bank as Kotak Mahindra Bank Ltd. The bank offers comprehensive business solutions such as trading services, cash management services, and credit facilities, taking into account the needs of the business world.

Kotak Mutual Funds Online in India strives to provide dependable benchmark performance across all products, increasing customer satisfaction. With a 12-year history of offering a wide range of investment products across asset classes with different risk parameters to meet the needs of different customer segments, Kotak Mutual Funds Online in India has earned the trust of more than 10 lac investors.

Kotak Mahindra Mutual Fund Key Information

  • Name of the Mutual Fund
  • Kotak Mahindra Mutual Fund
  • Setup Date
  • 35969
  • Date of Incorporation
  • 34551
  • Sponsor Name
  • Kotak Mahindra Bank Limited
  • Trustee Name
  • Kotak Mahindra Trustee Company Limited
  • Managing Director & Chief Executive Officer
  • Mr Nilesh Shah
  • Chief Operating Offier / Chief Finance Officer
  • Mr R. Krishnan
  • Compliance Officer
  • Mr Pankaj Tibrewal
  • Auditor
  • S.R. Batliboi & Co LLP
  • Custodian
  • Deutsche Bank, AG Standard Chartered Bank
  • Address
  • 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
  • Telephone Nos.
  • 61152100
  • Fax Nos.
  • 67082213
  • E-mail
  • fundaccops@kotakmutual.com

Kotak Mahindra Mutual Fund Managers

Devender Singhal - Fund Manager

Mr Devendra Singhal has 14 years of equity and fund management research experience. His main focus at KMAMC is to cover media, automotive, and FMCG research. He worked for Kotak Portfolio Management Services before joining the company’s AMC division. He has been consistently involved in the Kotak Group for nearly 12 years. He previously worked as a fund manager at Religare and at Karvy.

Pankaj Tibrewal - Fund Manager

Mr Pankaj Tibrewal has over 13 years of fund management experience. Before joining Kotak AMC, he was an important member of Principal PNB Asset Management Company Pvt’s fund management team. Mr Tibrewal became part of the Kotak Mahindra Mutual Fund AMC back in January 2010 and has over 16 years of experience in the investment fund industry.

Harish Krishnan - Fund Manager

Harish Krishnan has 13 years of experience in equity research and fund management. Before joining the Kotak Mahindra Mutual Funds Online AMC, he was based in Singapore and Dubai and managed Kotak’s offshore funds. He also worked at Infosys Technologies Ltd. He is currently in control of Kotak 50, one of the flagship products of the Kotak Bank Mutual Fund, which has a track record of over 15 years.

Harsha Upadhyaya - Fund Management and Equity Research - Fund Manager

Harsha Upadhyaya has 23 years of experience in the field. He is a Certified Treasury Analyst and Treasury MBA at the Indian Institute of Management in Lucknow. He also holds a bachelor’s degree in mechanical engineering from the National Institute of Technology of Suratkal. Mr Upadhyaya has been involved in fund management and equity research for over 20 years. As of March 2019, he currently manages over Rs. 625 billion in assets and manages funds.

Shibani Kurian - Equity Research - Fund Manager

Before joining Kotak Mahindra Mutual Funds Online in India, Ms Shibani Kurian worked at Dawnay Day AV India Advisors Pvt Ltd and UTI AMC. Shibani Sircar Kurian has over 19 years of extensive experience in the Indian stock market. Over 11 years have been spent at Kotak Mahindra Mutual Funds Online in India Asset Management Company Limited. Her primary responsibilities are heading the equity research team and catering to equity fund management.

How to Invest in Kotak Mahindra?

If you want to invest in one of the schemes under Kotak Mutual Funds, you can do it quickly without any hassle on 5Paisa.com. It is one of India’s most popular and powerful investing platforms. It provides a straightforward way to add Kotak Mahindra and other mutual funds to your investment portfolio. View More

Investing in Kotak Mahindra mutual funds takes only a few steps, as explained below:

Step 1: Go to the 5Paisa website and log in to your account. If you don’t yet have an account, you can quickly create a new 5Paisa account by clicking on this link. Registering with the platform is easy and involves only three steps. You can alternatively download the 5Paisa app on your iOS or Android smartphone and log in from your mobile device to open an account with the platform.

Step 2: Once your account is active, you can search for Kotak Mahindra mutual fund schemes to see your options.

Step 3: Go through the schemes and select the one that matches your financial goals, risk level, and other preferences.

Step 4: After selecting your scheme, you need to choose from SIP or Lumpsum, whatever you are interested in.

Step 5: Input the amount you want to invest in the fund and proceed by clicking on the ‘Invest Now’ button. You will now be redirected to complete your payment.

Step 6: If you have already added money to your ledger, you can choose to pay for your investment from the ledger balance. Alternatively, you can set up an autopay mandate using net banking or UPI payment options. Once you select the option, you are guided through the process to complete the payment, and the order for your mutual fund is placed on 5Paisa.

You can invest in the Kotak Mahindra mutual fund scheme of your choice via 5Paisa. The mutual fund you have invested in reflects in your account 3-4 working days after making the payment. If you have selected the SIP option, your investment amount will get deducted automatically every month starting from the day you make your first payment.

Top 10 Kotak Mahindra Mutual Fund to Invest

  • Fund Name
  • Min SIP Investment Amt
  • AUM (Cr.)
  • 3Y Return

Kotak Small Cap Fund – Direct Growth is an Small Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Pankaj Tibrewal. With an impressive AUM of ₹14,196 Crores, this scheme's latest NAV is ₹243.859 as of 18-03-24.

Kotak Small Cap Fund – Direct Growth scheme has delivered a return performance of 34.5% in the last 1 year, 22.2% in the last 3 years, and an 20.4% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹14,196
  • 3Y Return
  • 34.5%

Kotak Emerging Equity Fund – Direct Growth is an Mid Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Pankaj Tibrewal. With an impressive AUM of ₹39,738 Crores, this scheme's latest NAV is ₹113.975 as of 18-03-24.

Kotak Emerging Equity Fund – Direct Growth scheme has delivered a return performance of 36.6% in the last 1 year, 21.7% in the last 3 years, and an 20.7% 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 funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹39,738
  • 3Y Return
  • 36.6%

Kotak Flexi Cap Fund – Direct Growth is an Flexi Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Harsha Upadhyaya. With an impressive AUM of ₹45,111 Crores, this scheme's latest NAV is ₹77.622 as of 18-03-24.

Kotak Flexi Cap Fund – Direct Growth scheme has delivered a return performance of 35.2% in the last 1 year, 16.1% in the last 3 years, and an 16.9% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹45,111
  • 3Y Return
  • 35.2%

Kotak ELSS Tax Saver Fund – Direct Growth is an ELSS scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Harsha Upadhyaya. With an impressive AUM of ₹5,050 Crores, this scheme's latest NAV is ₹114.45 as of 18-03-24.

Kotak ELSS Tax Saver Fund – Direct Growth scheme has delivered a return performance of 37.1% in the last 1 year, 20.1% in the last 3 years, and an 16.6% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in ELSS funds.

  • Min SIP Investment Amt
  • ₹500
  • AUM (Cr.)
  • ₹5,050
  • 3Y Return
  • 37.1%

Kotak Bluechip Fund – Direct Growth is an Large Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Harish Krishnan. With an impressive AUM of ₹7,679 Crores, this scheme's latest NAV is ₹546.589 as of 18-03-24.

Kotak Bluechip Fund – Direct Growth scheme has delivered a return performance of 34.1% in the last 1 year, 16.3% in the last 3 years, and an 15.3% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Large Cap funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹7,679
  • 3Y Return
  • 34.1%

Kotak Balanced Advantage Fund – Direct Growth is an Dynamic Asset Allocation or Balanced Advantage scheme that was launched on 03-08-18 and is currently under the management of our experienced fund manager Harish Krishnan. With an impressive AUM of ₹15,718 Crores, this scheme's latest NAV is ₹18.894 as of 18-03-24.

Kotak Balanced Advantage Fund – Direct Growth scheme has delivered a return performance of 20.9% in the last 1 year, 11.6% in the last 3 years, and an 12% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Dynamic Asset Allocation or Balanced Advantage funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹15,718
  • 3Y Return
  • 20.9%

Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth is an Sectoral / Thematic scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Harish Krishnan. With an impressive AUM of ₹1,543 Crores, this scheme's latest NAV is ₹63.084 as of 18-03-24.

Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth scheme has delivered a return performance of 44.9% in the last 1 year, 30.9% in the last 3 years, and an 18.9% 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 funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹1,543
  • 3Y Return
  • 44.9%

Kotak India EQ Contra Fund – Direct Growth is an Contra scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Shibani Kurian. With an impressive AUM of ₹2,567 Crores, this scheme's latest NAV is ₹144.782 as of 18-03-24.

Kotak India EQ Contra Fund – Direct Growth scheme has delivered a return performance of 48.6% in the last 1 year, 22.4% in the last 3 years, and an 17.6% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Contra funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹2,567
  • 3Y Return
  • 48.6%

Kotak Liquid Fund – Direct Growth is an Liquid scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Deepak Agrawal. With an impressive AUM of ₹36,627 Crores, this scheme's latest NAV is ₹4865.1389 as of 18-03-24.

Kotak Liquid Fund – Direct Growth scheme has delivered a return performance of 7.2% in the last 1 year, 5.4% in the last 3 years, and an 6.8% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Liquid funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹36,627
  • 3Y Return
  • 7.2%

Kotak Overnight Fund – Direct Growth is an Overnight scheme that was launched on 15-01-19 and is currently under the management of our experienced fund manager Deepak Agrawal. With an impressive AUM of ₹7,189 Crores, this scheme's latest NAV is ₹1274.1738 as of 18-03-24.

Kotak Overnight Fund – Direct Growth scheme has delivered a return performance of 6.8% in the last 1 year, 5.1% in the last 3 years, and an 4.8% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Overnight funds.

  • Min SIP Investment Amt
  • ₹100
  • AUM (Cr.)
  • ₹7,189
  • 3Y Return
  • 6.8%

Current NFO

Closed NFO

Frequently Asked Questions

How to start a SIP for Kotak Mahindra mutual fund online?

You can start investing in Kotak mutual funds through 5Paisa in a hassle-free manner. You can also invest in SIP through the official website of Kotak mutual fund.

Can you increase the SIP amount in Kotak mutual fund?

You can use top-up or step-up SIPs to increase the SIP of your Kotak mutual fund. A few fund houses only provided this facility in the past, but most offer them presently.

However, checking with your fund house before doing this is advisable. You can use the step-up calculator to calculate your SIP amount and then decide.

How to withdraw Kotak Mutual Fund?

You can withdraw Kotak mutual funds either through online or offline mode. You can visit your nearest fund house office and submit the withdrawal form to do it offline.

Alternatively, you can visit the official website of the fund house and sign in with your folio number to redeem your investment. You can even withdraw your Kotak mutual fund investments from an online portal like 5Paisa.

What are the additional benefits of investing in Kotak mutual funds with 5Paisa?

With 5Paisa, you can invest in Kotak mutual fund and other investment options at zero commission. Moreover, investing with 5Paisa is completely safe and provides additional benefits like:

  • Simple SIP or lumpsum investment process
  • The flexibility of choosing from a wide range of options
  • Liquidity transparency
  • Professional-quality management
  • Ability to invest in SIP starting as low as INR 500

How many investment options Kotak Mahindra offers?

Kotak Mahindra offers many mutual fund schemes across categories to suit investors with varying risk profiles and financial goals. Depending on your investment requirements, you can choose from Liquid, Hybrid, Equity, Debt, Tax Saver, ETF, Index, FMP, and other mutual funds.

How much should you invest in a Kotak mutual fund SIP?

To determine the amount you should invest in a mutual fund, you should understand the tenure of the investment and the risk involved. After analyzing the aspects, you can fix the amount you are most comfortable with, depending on your financial goals.

How to stop a Kotak Mutual Fund SIP online?

Stopping your Kotak mutual fund SIP is simple. You can do it online by simply placing a request to cancel SIP.

To stop your SIP, log in to the Kotak mutual fund website with your folio number or follow the steps for cancellation on the online platform from where you have invested in the mutual fund.

Is Kotak good for SIP?

Kotak Mahindra is one of the best ways to invest in mutual fund schemes. With Systematic Investment Plan, you can automate monthly investment for a disciplined approach to your mutual fund investments.

Do you need to open a DEMAT account to invest in Kotak mutual funds?

You don’t need to open a DEMAT account to invest in mutual funds with 5Paisa. You can download and install 5Paisa mobile trading application to open a mutual fund account and start investing in Kotak mutual funds.

How to calculate the SIP for Kotak Mahindra mutual fund?

To calculate Kotak Mahindra SIP, you should consider factors like the SIP tenure, the investment amount, expected interest rate, and the number of Kotak SIPs already paid (if any).

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