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
Rating
Fund Size (in Cr)
1Y Returns
3Y Returns
5Y Returns
Kotak Small Cap Fund Equity 4 8,355 4.9 35.1 19.4
Kotak India Growth Fund Equity - 92 6.2 29.6 -
Kotak Emerging Equity Fund Equity 4 21,934 3.6 26.5 14.2
Kotak Infrastructure & Ecoc. Reform-SP-DirGrowth Equity 4 645 12.9 23.3 12.8
Kotak Equity Opportunities – Direct Growth Equity 4 10,842 4.4 20.2 14
Kotak Tax Saver Fund Equity 4 2,935 4.7 19.7 14.3
Kotak Equity Hybrid Fund Hybrid - 2,907 4.8 18.7 13.4
Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth Other - 664 3.3 18.1 13.7
Kotak India EQ Contra Fund Equity 4 1,378 1.1 18 14.7
Kotak Focused Equity Fund Equity 3 2,468 1 17.8 -
Kotak Bluechip Fund Equity 5 4,996 -2 17.2 13.2
Kotak FMP – Series 261 – 1265Days Debt - 79 -1.6 15.4 14
Kotak FMP – Series 253 – 1260Days Debt - 287 -1.6 15.4 14
Kotak FMP – Series 255 – 1250Days Debt - 132 -1.6 15.4 14
Kotak FMP – Series 254 – 1250Days Debt - 310 -1.6 15.4 14
Kotak FMP – Series 256 – 1250Days Debt - 57 -1.6 15.4 14
Kotak FMP – Series 251 – 1265Days Debt - 758 -1.6 15.4 14
Kotak FMP – Series 263 – 1203Days Debt - 109 -1.6 15.4 14
Kotak FMP – Series 248 – 1300Days Debt - 166 -1.6 15.4 14
Kotak FMP – Series 250 – 1314Days Debt - 110 -1.6 15.4 14
Kotak FMP – Series 252 – 1261Days Debt - 1,382 -1.6 15.4 14
Kotak FMP – Series 226 – 1470 Days – Direct Growth Debt - 261 -1.6 15.4 14
Kotak FMP – Series 265 – 1194Days Debt - 245 -1.6 15.4 14
Kotak FMP – Series 259 – 1265Days Debt - 208 -1.6 15.4 14
Kotak FMP – Series 257 – 1267Days Debt - 52 -1.6 15.4 14
Kotak FMP – Series 294 – 105 Days – Direct Growth Debt - 204 -1.6 15.4 14
Kotak Flexi Cap Fund Equity 3 37,435 -0.5 14.6 11.7
Kotak FMP – Series 247 – 1308Days Debt - 146 11.1 14.4 14
Kotak FMP – Series 243 – 1319Days Debt - 569 11.1 14.4 14
Kotak FMP – Series 239 – 1330Days Debt - 802 11.1 14.4 14
Kotak Debt Hybrid Fund Hybrid 5 1,582 4.1 12.2 9.7
Kotak Balanced Advantage Fund Hybrid 4 14,586 2.7 11.9 -
Kotak Equity Savings Fund Hybrid 4 1,971 6.4 10.4 8.9
Kotak Gold Fund Other 4 1,317 7.9 9.1 10.6
Kotak Gilt – Invest Plan – Direct Growth Debt 3 1,686 1.9 6.8 7.2
Kotak Gilt Invest – PF & Trust Plan – Direct Growth Debt 3 1,686 1.8 6.8 7.2
Kotak Medium Term Fund Debt 3 1,931 3.4 6.8 6.6
Kotak Banking and PSU Debt Fund Debt 4 6,967 3.1 6.6 7.2
Kotak Dynamic Bond Fund Debt 4 2,039 2.1 6.6 7.5
Kotak Bond Fund Debt 4 1,588 1.6 6.6 6.7
Kotak Floating Rate Fund Debt - 5,785 3 6.5 -
Kotak Bond – Short Term Fund Debt 4 12,682 2.7 6.4 7
Kotak Corporate Bond Fund Debt 4 8,722 3 6.1 7
Kotak Low Duration Fund Debt 4 6,959 3.8 6 6.9
Kotak Credit Risk Fund Debt 2 1,547 1.3 5.6 6.5
Kotak Savings Fund Debt 4 13,861 4.1 5 6.1
Kotak Global Emerging Market Fund Other - 124 -19.8 4.9 3.7
Kotak Money Market Fund Debt 3 14,719 4.2 4.8 6
Kotak Equity Arbitrage Fund Hybrid 4 23,309 4.5 4.8 5.5
Kotak Liquid Fund Debt 3 31,211 4.1 4 5.2
Kotak Overnight Fund Debt 3 10,609 4 3.6 -
Kotak Nifty 50 Index Fund Other - 246 -1.8 - -
Kotak Global Innovation Fund Other - 1,154 -32.1 - -
Kotak Pioneer Fund Equity - 1,707 -4 - -
Kotak ESG Opportunities Fund Equity - 1,440 -6.3 - -
Kotak FMP – Series 292 – 1735 Days – Direct Growth Debt - 377 1.2 - -
Kotak Manufacture in India Fund Equity - 873 - - -
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Other - 3,519 - - -
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund Other - 326 - - -
Kotak International REIT FOF – Direct Growth Other - 158 -12.7 - -
Kotak Multicap Fund Equity - 4,240 3.6 - -
Kotak NASDAQ 100 Fund Other - 1,409 -16.3 - -
Kotak Nifty Next 50 Index Fund Other - 111 1.5 - -
Kotak FMP – Series 296 – 97 Days – Direct Growth Debt - 223 - - -

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.

 

Kotak Mahindra Mutual Fund Asset Management Co Ltd – Top Managers

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.

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.

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.

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

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.

How Can You 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.

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.

Kotak Mahindra Mutual Funds Performance and Minimum Investment

Let us take a quick look at the top Kotak Mahindra mutual fund investment options that have delivered high returns to investors.

Kotak SmallCap Fund Direct-Growth

This open-ended equity scheme largely invests in companies within the small market cap segment across sectors. It seeks to generate capital appreciation by diversifying the portfolio across equity and related securities. The scheme aims to spot the opportunity in its early stage and watch it grow. It is ideal for those who want to benefit from the growth potential of small-cap stocks.

  • Category: Small-cap
  • Scheme Type: Equity
  • NAV: 178.35 as on 25/07/2022
  • AUM: INR 7,079.71 crore
  • Inception Date: 01/01/2013
  • Fund Managers: Arjun Khanna (w.e.f Mar 2022), Pankaj Tibrewal (w.e.f Jan 2013)
  • Benchmark: NIFTY Smallcap 250 TRI
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5000/-
1-Year Annualized Returns 3-Year Annualized Returns 5-Year Annualized Returns
6.48% 34.74% 17.67%

 

Kotak Emerging Equity Fund

The Emerging Equity Fund from Kotak Mahindra is an open-ended equity scheme with the potential to deliver good long-term growth. It aims to generate capital appreciation from an investment portfolio containing equity and related securities in mid-cap companies with a good future. The companies this fund invests in are either in their development or nascent stages. It is perfect for investors looking for long-term capital growth.

  • Category: Mid-cap
  • Scheme Type: Equity
  • NAV: 80.00 as on 25/07/2022
  • AUM: INR 18,258.63 crore
  • Inception Date: 01/01/2013
  • Fund Managers: Arjun Khanna (w.e.f Mar 2022), Pankaj Tibrewal (w.e.f Jan 2013)
  • Benchmark: NIFTY Midcap 150 TRI
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5000/-
1-Year Annualized Returns 3-Year Annualized Returns 5-Year Annualized Returns
7.85% 26.40% 15.37%

 

Kotak Flexicap Fund

This mutual fund scheme offered by Kotak Mahindra aims to generate long-term capital appreciation through investments in equity and other instruments across some shortlisted sectors. This scheme focuses on identifying sectors with the potential to do well over the medium term. There is no limitation on the types of industries the fund can get exposure to, and the portfolio is diversified at the stock level across the market cap.

  • Category: Flexi-cap
  • Scheme Type: Equity
  • NAV: 55.16 as on 25/07/2022
  • AUM: INR 33,341.11 crore
  • Inception Date: 01/01/2013
  • Fund Managers: Harsha Upadhyaya (w.e.f Aug 2012)
  • Benchmark: NIFTY 500 TRI
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5000/-
1-Year Annualized Returns 3-Year Annualized Returns 5-Year Annualized Returns
3.41% 14.51% 10.93%

Kotak Tax Saver Fund Direct-Growth

The tax saver mutual fund scheme, is open-ended but has a lock-in period of three years. It aims to generate long-term capital appreciation through diversified equity and related securities investments. The portfolio is spread across market cap segments and sectors. It also enables investors to avail of income tax rebates from time to time, thus providing a dual benefit of tax saving and growth.

  • Category: ELSS
  • Scheme Type: Equity
  • NAV: 78.78 as on 25/07/2022
  • AUM: INR 2,528.82 crore
  • Inception Date: 01/01/2013
  • Fund Managers: Harsha Upadhyaya (w.e.f Aug 2015)
  • Benchmark: NIFTY 500 TRI
  • SIP (Minimum Amount): INR 500/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 500/-
1-Year Annualized Returns 3-Year Annualized Returns 5-Year Annualized Returns
7.43% 18.78% 12.95%

Kotak Bluechip Fund

One of the top equity funds from Kotak Mahindra, the Kotak Bluechip Fund, is an open-ended scheme that invests in big companies with a large market cap across sectors with the potential to show stable returns over time. This fund aims to identify comparatively stable companies in relation to the market and select stocks based on their financial strength, liquidity, track record, and management strategies.

  • Category: Large-cap
  • Scheme Type: Equity
  • NAV: 396.41 as on 25/07/2022
  • AUM: INR 4217.00 crore
  • Inception Date: 01/01/2013
  • Fund Managers: Harish Krishnan (w.e.f Jan 2014), Arjun Khanna (w.e.f Mar 2022)
  • Benchmark: NIFTY 100 TRI
  • SIP (Minimum Amount): INR 100/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 1000/-
1-Year Annualized Returns 3-Year Annualized Returns 5-Year Annualized Returns
4.34% 17.50% 12.17%

 

Kotak Balanced Advantage Fund

This fund eliminates managing equity and debt allocation during market ups and downs as it automatically gives you balanced growth. Kotak Balanced Advantage Fund invests in a mix of debt and equity instruments and uses an in-house model to decide the allocation. It aims to exhibit a basic investment principle of ‘buy low and sell high’.

As the market rises, the fund automatically reduces its equity exposure and increases it when it falls, thereby managing the debt and equity exposure well. It is ideal for investors interested in wealth generation through equity and related instruments, money market, and debt instruments with active allocation for risk management.

  • Category: Balanced Advantage
  • Scheme Type: Hybrid
  • NAV: 14.96 as on 25/07/2022
  • AUM: INR 13,493.74 crore
  • Inception Date: 03/08/2018
  • Fund Managers: Harish Krishnan and Abhishek Bisen (w.e.f Aug 2018), Arjun Khanna (w.e.f May 2019), Hiten Shah (w.e.f Oct 2019)
  • Benchmark: NIFTY 50 Hybrid Composite Debt 50:50 Index
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 1000/-
1-Year Annualized Returns 3-Year Annualized Returns 5-Year Annualized Returns
4.09% 12.02% NA

 

Kotak Infrastructure and Economic Reform Fund

This open-ended equity mutual fund is based on an infrastructure and economic reform theme. Its objective is to create long-term capital appreciation through a diversified portfolio that largely invests in equity and related instruments of companies that contribute to the country’s economic development. This scheme is perfect for investors looking for long-term capital growth through a portfolio focused on stocks.

  • Category: Thematic
  • Scheme Type: Equity
  • NAV: 37.52 as on 25/07/2022
  • AUM: INR 533.29 crore
  • Inception Date: 01/01/2013
  • Fund Managers: Harish Krishnan (w.e.f Jan 2015), Arjun Khanna (w.e.f Mar 2022)
  • Benchmark: NIFTY Infrastructure TRI
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5000/-
1-Year Annualized Returns 3-Year Annualized Returns 5-Year Annualized Returns
15.21% 20.42% 11.33%

 

Kotak India EQ Contra Fund

Another equity mutual fund scheme that generates capital growth through diverse equity and related securities investments, the Kotak India EQ Contra Fund, is an open-ended scheme ideal for investors seeking long-term capital growth. It not only identifies great stocks automatically but also saves you from getting swayed by emotions during market fluctuations.

  • Category: Contra Funds
  • Scheme Type: Equity
  • NAV: 91.07 as on 25/07/2022
  • AUM: INR 1,192.39 crore
  • Inception Date: 01/01/2013
  • Fund Managers: Shibani Kurian (w.e.f May 2019)
  • Benchmark: NIFTY 500 TRI
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5000/-
1-Year Annualized Returns 3-Year Annualized Returns 5-Year Annualized Returns
6.04% 18.10% 14.10%

 

Kotak Liquid Fund

It is an open-ended debt mutual fund that helps achieve reasonable returns with high liquidity. This scheme seeks to achieve its objective by investing in a mix of money market instruments, sovereign securities, and corporate bonds.

This fund has a relatively low-interest rate and moderate credit risk and is ideal for investors looking to create income over a short-term investment horizon.

  • Category: Liquid
  • Scheme Type: Debt
  • NAV: 4359.93 as on 25/07/2022
  • AUM: INR 33,834.11 crore
  • Inception Date: 01/01/2013
  • Fund Managers: Deepak Agrawal (w.e.f May 2007)
  • Benchmark: NIFTY Liquid Index
  • SIP (Minimum Amount): INR 1000/-
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 500/-
1-Year Annualized Returns 3-Year Annualized Returns 5-Year Annualized Returns
3.72% 4.07% 5.30%

 

Kotak Overnight Fund

Kotak Overnight Fund is an open-ended mutual fund scheme that attracts investors looking for income generation over a short investment zone. The scheme invests largely in overnight securities for capital generation. It has a relatively low-interest rate risk and low credit risk in relation to the market.

  • Category: Overnight
  • Scheme Type: Debt
  • NAV: 1148.90 as on 25/07/2022
  • AUM: INR 11,690.36 crore
  • Inception Date: 15/01/2019
  • Fund Managers: Deepak Agrawal (w.e.f Jan 2019), Vihag Mishra (w.e.f Nov 2021)
  • Benchmark: NIFTY 1D Rate Index
  • SIP (Minimum Amount): NA
  • SIP Frequency: Monthly
  • Minimum Investment Amount: INR 5000/-
1-Year Annualized Returns 3-Year Annualized Returns 5-Year Annualized Returns
3.62% 3.66% NA

Frequently Asked Questions

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.

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.

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.

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.

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.

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.

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

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.

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.

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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