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Kotak Mutual Fund


Kotak Mutual Fund

Mutual Fund Houses

Tax Saver Featured
Category

Equity: tax saving

Return (%)
1-Year

6.82%

3-Years

11.33%

5-Years

17.26%

Minimum Investment

500

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Features

  • Investment Objective: To generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time.
  • Launch date: 23/11/2005
  • Fund Family: Kotak Mutual Fund
  • Locking period: 3 years
  • Top 3 holdings: Finance, Energy, Capital Goods & Engineering
  • Fund manager: Harsha Upadhyaya
  • Investment type: Growth

Rating

Riskometer

Kotak Mahindra Asset Management Company Limited is the Asset Manager for Kotak Mutual Fund.

It started its operation with approx 7.5 lac investors in Dec 1998 catering to different risk-return profiles by investing into different industries.  

As on 31st March 2018, Kotak Mutual Fund has Assets managed of INR 1,24,690.95 Crores

 

It was first fund house to come with a scheme for inversting only in the goverment securities - GILT SCHEME

It won the Best Group over 3 years Award by Thomson Reuters Lipper 2017 in the Equity Category.

It won a Special Award from the Outlook Money for the Innovative way to investors awareness. 

Equity Funds:

  1. Kotak Bluechip Fund
  2. Kotak Small Cap Fund
  3. Kotak Equal Opportunities
  4. Kotak India EQ Contra
  5. Kotak Equity Arbitrage Fund
  6. Kotak Emerging Equity Scheme
  7. Kotak Global Emerging Market
  8. Kotak Standard Multicap Fund
  9. Kotak Infrastructure & Economic Reform Fund
  10. Kotak Equity Savings Fund

Debt Funds:

  1. Kotak Medium Term Fund
  2. Kotak Bond
  3. Kotak Bond Short Fund
  4. Kotak Banking and PSU Debt Fund
  5. Kotak Mahindra Gilt Unit Scheme
  6. Kotak Dynamic Bond Fund
  7. Kotak Savings Fund
  8. Kotak Credit Risk Fund
  9. Kotak Low Duration Fund
  10. Kotak Corporate Bond Fund
  11. Kotak Money Market Scheme

Hybrid Funds:

  1. Kotak Equity Hybrid
  2. Kotak Debt Hybrid

Fund of Funds:

  1. Kotak Asset Allocator Fund
  2. Kotak Gold Fund
  3. Kotak World Gold Fund
  4. Kotak US Equity Fund
  5. Kotak Global Emerging Market

Exchange Traded Funds:

  1. Kotak Gold Fund
  2. Kotak PSU Bank ETF
  3. Kotak Sensex ETF
  4. Kotak Nifty ETF
  5. Kotak Banking ETF
  6. Kotak NV 20 ETF

 

Contact number: 91-22-61152100, 91-22-66056825

Toll Free: 1800 22 2626

email id: mutual@kotak.com

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