Kotak Mahindra Mutual Fund
Last Updated on 30 Jun 2026
AUM
₹ 6,09,561.12 Cr
Funds on Anand Rathi
220
AMC Age
32 Yrs
Kotak Mahindra Mutual Fund brings together strong institutional backing and disciplined investment strategies to offer reliable wealth creation opportunities. With a diverse range of schemes and a focus on consistency, it caters to both new and seasoned investors across market cycles.
List of Top Kotak Mahindra Mutual Fund Schemes
| Fund Name | |||
|---|---|---|---|
| Kotak Nifty PSU Bank ETF | 8.22% | 16.63% | 26.44% |
| Kotak GOLD ETF | 38.72% | 35.84% | 25.37% |
| Kotak Gold Fund (G) | 37.80% | 35.14% | 24.55% |
| Kotak Gold Fund (IDCW) | 37.80% | 35.14% | 24.55% |
| Kotak US Specific Equity Passive FOF - Regular (G) | 32.51% | 29.43% | 19.21% |
| Kotak Infrastructure & Economic Reform-SP (G) | 9.50% | 14.77% | 17.50% |
| Kotak Infrastructure & Economic Reform-SP (IDCW) | 9.50% | 14.77% | 17.50% |
| Kotak Mid Cap Fund (G) | 7.32% | 16.11% | 15.66% |
| Kotak Mid Cap Fund (IDCW) | 7.32% | 16.11% | 15.66% |
| Kotak Multi Asset Omni FOF - Regular (G) | 9.80% | 14.75% | 14.34% |
| Kotak Multi Asset Omni FOF - Regular (IDCW) | 9.80% | 14.75% | 14.34% |
| Kotak Pioneer Fund - Regular (IDCW) RI | 9.43% | 18.21% | 14.26% |
| Kotak Pioneer Fund - Regular (G) | 9.43% | 18.21% | 14.25% |
| Kotak Contra Fund (IDCW) | 1.48% | 13.46% | 12.96% |
| Kotak Contra Fund (G) | 1.48% | 13.46% | 12.96% |
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Fund Managers of Kotak Mahindra Mutual Fund
Key Information of Kotak Mahindra Mutual Fund
Kotak Mahindra Mutual Fund
AMCFunds Managed
126
Assets Managed
₹ 6,09,561.12 Cr
Contact Details
Registered Address
27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
Managing Director
Nilesh Shah
Chief Executive Officer
-
Compliance Officer
Ms. Jolly Bhatt
About Kotak Mahindra Mutual Fund
Kotak Mahindra Mutual Fund is one of India's leading asset management companies and a part of the well-established Kotak Mahindra Bank. The AMC offers a wide range of mutual fund schemes catering to diverse investor needs, including equity, debt, hybrid, and thematic funds.
Established with a strong focus on disciplined investing and risk management, Kotak Mahindra Mutual Fund has built a reputation for consistent performance and investor-centric strategies. The fund house emphasizes long-term wealth creation through research-driven investments and diversified portfolios.
With a robust presence across India, it serves retail as well as institutional investors, making it a preferred choice for both new and experienced investors.
Advantages of Investing in Kotak Mahindra Mutual Fund Schemes
Here are some of the key advantages you can gain by selecting Kotak Mahindra Mutual Fund for your investments:
- Strong Brand Backing: Being part of the Kotak Group ensures credibility, financial strength, and trust.
- Wide Range of Schemes: From equity and debt to hybrid and gold funds, investors can choose schemes aligned with their financial goals.
- Professional Fund Management: Experienced fund managers use research-driven strategies to optimize returns while managing risks.
- Consistent Performance: Many schemes have demonstrated stable performance across market cycles.
- Investor-Centric Approach: The AMC focuses on transparency, ease of investing, and regular communication with investors.
How to Invest in Kotak Mahindra Mutual Fund with Anand Rathi?
Planning to invest in the Kotak Mahindra Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:
Register or Log In
: Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.Complete Your KYC
: Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.Explore Kotak Mahindra Mutual Fund
: Browse available Kotak Mahindra Mutual Funds and shortlist those that align with your investment goals.Choose Your Investment Mode
: Invest your way- opt for SIP to build discipline, or go for a lump sum if you prefer a one-time investment.Monitor & Watch Your Investments Anytime
: Invested in Kotak Mahindra Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.
Documents Required to Invest in Kotak Mahindra Mutual Fund
Investing in the Kotak Mahindra Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:
The following set of documents is required to invest in a mutual fund:
- PAN Card - Mandatory for all investment transactions.
- Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
- KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).
Mutual Funds Calculators
Explore Mutual Funds by Types
Open NFOs
Explore Other Popular AMCs
Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
Log in to the AR Invest app or open a demat account
Select your preferred Kotak Mahindra Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
Download the AR Invest App
- 5000+ Schemes
- Personalized Solutions
- Expert Insights
