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).

Top 10 Kotak Mutual Fund Schemes to Invest in –

Fund Name
Category
Risk
1Y Returns
Rating
Fund Size (in Cr)
Kotak Small Cap Fund – Direct Growth Equity Very High 6.63 4 7,192
Kotak India Growth Fund Series IV – Direct Growth Equity Very High 7.85 - 85
Kotak Emerging Equity Fund – Direct Growth Equity Very High 2.21 4 18,655
Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth Other High 4.10 - 600
Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth Equity Very High 13.37 4 544
Kotak Equity Opportunities – Direct Growth Equity Very High 1.30 4 9,410
Kotak Equity Hybrid Fund – Direct Growth Hybrid Very High 3.91 - 2,559
Kotak FMP – Series 247 – 1308Days Growth Debt Moderately Low 11.18 - 146
Kotak FMP – Series 243 – 1319Days Growth Debt Moderately Low 11.18 - 570
Kotak FMP – Series 239 – 1330Days Growth Debt Moderately High 11.18 - 803
Kotak Tax Saver Fund – Direct Growth Equity Very High 1.55 4 2,606
Kotak Gold Fund – Direct Growth Other Moderately High 7.17 5 1,299
Kotak India EQ Contra Fund – Direct Growth Equity Very High 0.60 5 1,228
Kotak Bluechip Fund – Direct Growth Equity Very High -0.15 4 4,279
Kotak FMP – Series 253 – 1260Days – Direct Growth Debt Moderately Low 2.22 - 287
Kotak FMP – Series 255 – 1250Days – Direct Growth Debt Moderately Low 2.22 - 133
Kotak FMP – Series 254 – 1250Days – Direct Growth Debt Moderately Low 2.22 - 310
Kotak FMP – Series 251 – 1265Days – Direct Growth Debt Moderately Low 2.22 - 759
Kotak FMP – Series 248 – 1300Days – Direct Growth Debt Moderate 2.22 - 167
Kotak FMP – Series 252 – 1261Days – Direct Growth Debt Moderately Low 2.22 - 1,382
Kotak FMP – Series 226 – 1470 Days – Direct Growth Debt Moderately Low 2.22 - 261
Kotak Debt Hybrid Fund – Direct Growth Hybrid High 5.12 5 1,457
Kotak Balanced Advantage Fund – Direct Growth Hybrid High 1.90 4 13,667
Kotak Flexi Cap Fund – Direct Growth Equity Very High -2.01 3 35,091
Kotak Equity Savings Fund – Direct Growth Hybrid Moderately High 6.71 4 1,890
Kotak FMP – Series 256 – 1250Days – Direct Growth Debt Moderately High 4.65 - 57
Kotak Global Emerging Market Fund – Direct Growth Other Very High -19.79 - 135
Kotak FMP – Series 250 – 1314Days – Direct Growth Debt Moderately Low 4.17 - 111
Kotak FMP – Series 265 – 1194Days – Direct Growth Debt Moderately Low 4.04 - 245
Kotak FMP – Series 259 – 1265Days – Direct Growth Debt Moderately Low 4.24 - 208
Kotak FMP – Series 261 – 1265Days – Direct Growth Debt Moderately Low 4.22 - 79
Kotak FMP – Series 257 – 1267Days – Direct Growth Debt Moderately Low 4.18 - 52
Kotak Medium Term Fund – Direct Growth Debt Moderately High 4.05 3 2,370
Kotak FMP – Series 263 – 1203Days – Direct Growth Debt Moderately Low 4.07 - 109
Kotak Banking and PSU Debt Fund – Direct Growth Debt Moderate 3.18 4 7,593
Kotak Dynamic Bond Fund – Direct Growth Debt Moderate 2.36 4 2,139
Kotak Bond – Short Term Fund – Direct Growth Debt Moderate 3.01 4 13,339
Kotak Gilt – Invest Plan – Direct Growth Debt Moderate 1.82 3 1,670
Kotak Gilt Invest – PF & Trust Plan – Direct Growth Debt Moderate 1.80 3 1,670
Kotak Bond Fund – Direct Growth Debt Moderate 1.79 4 1,564
Kotak Corporate Bond Fund-DirGrowth Debt Moderate 3.28 4 9,454
Kotak Floating Rate Fund – Direct Growth Debt Moderately Low 3.30 - 6,259
Kotak Low Duration Fund – Direct Growth Debt Moderate 3.55 4 7,602
Kotak Credit Risk Fund – Direct Growth Debt High 1.86 3 1,645
Kotak Savings Fund – Direct Growth Debt Moderately Low 3.82 4 12,388
Kotak Money Market Fund – Direct Growth Debt Moderate 3.90 3 14,642
Kotak Equity Arbitrage Fund – Direct Growth Hybrid Low 4.49 4 26,010
Kotak Liquid Fund – Direct Growth Debt Moderately Low 3.65 3 35,450
Kotak Overnight Fund – Direct Growth Debt Low 3.49 3 12,845
Kotak Nifty 50 Index Fund – Direct Growth Other Very High 1.36 - 195
Kotak Global Innovation Fund of Fund-Dir Growth Other Very High - - 1,161
Kotak Pioneer Fund – Direct Growth Equity Very High -4.01 - 1,567
Kotak ESG Opportunities Fund – Direct Growth Equity Very High -7.66 - 1,430
Kotak FMP – Series 292 – 1735 Days – Direct Growth Debt Moderate - - 367
Kotak Manufacture in India Fund – Direct Growth Equity Very High - - 748
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Dir Growth Other Moderate - - 1,088
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund-Dir Growth Other Moderate - - 133
Kotak International REIT FOF – Direct Growth Other Very High -5.38 - 176
Kotak Multicap Fund – Direct Growth Equity Very High - - 3,705
Kotak NASDAQ 100 Fund of Fund – Direct Growth Other Very High -14.49 - 1,063
Kotak Nifty Next 50 Index Fund – Direct Growth Other Very High -4.18 - 95
Kotak Focused Equity Fund – Direct Growth Equity Very High 1.65 - 2,236
Kotak FMP – Series 294 – 105 Days – Direct Growth Debt Moderate - - 203

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.

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 Mutual Fund Asset Management Co Ltd Key Information

Name of the Mutual Fund Kotak Mahindra Mutual Fund
Date of set up of Mutual Fund 23-Jun-98
Date of Incorporation of AMC 5-Aug-94
Name(s) of Sponsor Kotak Mahindra Bank Limited
Name of Trustee Company Kotak Mahindra Trustee Company Limited
Name of Trustees Mr Amit Desai – Chairman

Mr Arun Palkar – Director

Mr Chandrashekhar Sathe – Director

Mr Noshir Dastur – Director

Name of Asset Management Co. Kotak Mahindra Asset Management Company Limited(KMAMCL)
CIN U65991MH1994PLC080009
Name(s) of Director Mr Gaurang Shah

Mr Nalin Shah

Mr Sanjiv Malhotra

Mr Sukant Kelkar

Mr Uday Kotak – Chairman

Mr Krishnakumar Natarajan

Ms Anjali Bansal

Name of Chairman Mr Uday Kotak
Name of Managing Director Mr Nilesh Shah
Name of Sales Head Mr Manish Mehta
Name(s) of the Chief Investment Officer – Dept Ms Lakshmi Iyer
Name(s) of the Chief Investment Officer – Equity Mr Harsha Upadhyaya
Name(s) of the Chief Operating Officer Mr R. Krishnan
Name(s) of Fund Manager Mr Abhishek Bisen

Mr Deepak Agrawal

Mr Devender Singhal

Mr Harish Krishnan

Mr Pankaj Tibrewal

Name of Compliance Officer & Company Secretary Mr Pankaj Tibrewal
Name of Investor Service Officer Ms Sushma Mata
Address of Kotak Mahindra Mutual Funds Online in India 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Telephone Number 61152100
Fax Number 67082213
Website assetmanagement.kotak.com
Email fundaccops@kotakmutual.com
Name(s) of Auditors S.R. Batliboi & Co LLP
Name(s) of Custodian
  • Deutsche Bank, AG
  • Standard Chartered Bank
Name(s) of Registrar and Transfer Agent Computer Age Management Services (P) Ltd.

How to Invest in KOTAK Mutual Funds on 5paisa?

You can invest in any KOTAK Mutual fund schemes via 5paisa App & Website. You need to have an All-in-one account with 5paisa to start your mutual fund investments. If you do not have one, open an account today! Opening All-in-one account with 5paisa is simple and hassle-free Below are the steps to invest in KOTAK Mutual Fund on 5paisa – Step 1 – Login to 5paisa. If you do not have an account, you can register and create a new one right away. Step 2 – Once logged in to your account, you can search for the preferred KOTAK Mutual fund scheme. Alternatively, you can view All Mutual Funds and choose KOTAK AMC from the filter. Step 3 – Select the Best fund according to your criteria. Step 4 – If you wish to invest a lumpsum amount, click on “One-Time”. Alternatively, you can start an SIP by clicking on “Start SIP”. Step 5 – Once you have made the payment, you will see the investment status in your orderbook. Your KOTAK Mutual Fund Online Investment with 5paisa is complete and you can enjoy the returns! Download 5paisa App and start investing in Mutual Funds easily.

Kotak Mahindra Mutual Fund Asset Management Co Ltd – Top Managers

  1. Mr Devender Singhal

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.

  1. Mr Pankaj Tibrewal

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.

  1. Harish Krishnan

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.

  1. Harsha Upadhyaya

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

  1. Shibani Kurian

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.