Kotak Mahindra Mutual Fund
Last Updated on 31 Mar 2026
AUM
₹ 5,99,282.71 Cr
Funds on Anand Rathi
208
AMC Age
32 Yrs
Sorted by 5Y Returns descending
List of Top Kotak Mahindra Mutual Fund Schemes
208 records
| Fund Name | |||
|---|---|---|---|
| Kotak Nifty PSU Bank ETF | 14.85% | 23.95% | 27.11% |
| Kotak GOLD ETF | 44.63% | 33.39% | 23.79% |
| Kotak Gold Fund (G) | 43.85% | 32.72% | 23.16% |
| Kotak Gold Fund (IDCW) | 43.84% | 32.72% | 23.16% |
| Kotak US Specific Equity Passive FOF - Regular (G) | 50.95% | 31.41% | 21.93% |
| Kotak Infrastructure & Economic Reform-SP (G) | 9.15% | 17.86% | 20.67% |
| Kotak Midcap Fund (G) | 10.77% | 20.33% | 18.06% |
| Kotak Infrastructure & Economic Reform-SP (IDCW) | -3.23% | 13.23% | 17.81% |
| Kotak Multi Asset Omni FOF - Regular (G) | 10.45% | 16.39% | 15.82% |
| Kotak Pioneer Fund - Regular (G) | 11.13% | 19.44% | 15.42% |
| Kotak Pioneer Fund - Regular (IDCW) RI | 11.13% | 19.46% | 15.42% |
| Kotak Contra Fund (G) | 3.94% | 17.27% | 15.30% |
| Kotak Multi Asset Omni FOF - Regular (IDCW) | 7.50% | 15.35% | 15.20% |
| Kotak Large & Midcap Fund (G) | 5.09% | 15.65% | 14.80% |
| Kotak Small Cap Fund (G) | 3.13% | 13.38% | 13.98% |
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
Mr. Harish Krishnan has 14 years of experience spread over Equity Research and Fund Management. Prior to joining Kotak Mahindra Mutual Fund, he was based out of Singapore and Dubai, managing Kotak's offshore funds. He has also worked at Infosys Technologies Ltd in his earlier stint. He is a Bachelor of Technology (Electronics & Communications) from Government Engineering College, Trichur, a post Graduate in Management from Indian Institute of Management, Kozhikode and a Chartered Financial Analyst from the CFA Institute. CFA, PGDBM (IIM Kozhikode), B.Tech (Electronics & Communications)
Mr.Abhishek Bisen has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Abhishek was working with securities trading corporation of India ltd where he was looking at sales & trading of fixed income products apart from doing portfolio advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm. B.A., and MBA (Finance)
Mr. Satish Dondapati has been associated with the company since March 2008. He has over 15 years of experience in MF Product Development and Sales. Prior to joining Kotak Asset Management Company Limited, he was the part of MF Product Team of Centurion Bank Of Punjab. MBA Finance
Ms. Palha Khanna has 3.5years of experience at Kotak Mahindra Asset Management Co., specializing in fixed income investment support. She brings expertise in data extraction, financial analysis, risk assessment, stress testing, yield curve tracking, and duration analysis. Her work has been instrumental in optimizing portfolio performance and identifying trading opportunities, while supporting strategic decision- aking for fund managers and dealers MBA in Finance
Started his career with the AMC in September 2000 and moved to Debt Fund Management Team as research analyst in September 2001 and performed the role of dealer from October 2004. Since November 2006, Mr. Agarwal was Fund Manager in the debt fund management team. Post Graduate in Commerce from Mumbai University, a Qualified Chartered account and a Company Secretary. Also Cleared AIMR CFA Level I
Key Information of Kotak Mahindra Mutual Fund
Kotak Mahindra Mutual Fund
AMCFunds Managed
122
Assets Managed
₹ 5,99,282.71 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
How to Invest in Kotak Mahindra Mutual Fund with Anand Rathi?
Planning to invest in 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 Fund 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 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 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).
SEBI Regulations & Compliance on Kotak Mahindra Mutual Fund
As per the Securities and Exchange Board of India, here are the rules that apply for
AMCs (Asset Management Companies) providing mutual fund schemes.
- SEBI Regulation: AMCs operate under SEBI (Mutual Funds) Regulations, 1996.
- Mandatory Structure: Sponsor-Trustee-AMC structure is compulsory for all MF houses.
- SEBI Registration: AMC must be registered with SEBI to provide its scheme to investors.
- Minimum Net Worth: AMC must maintain Rs 50 crore net worth at all times.
- Scheme Disclosure: Scheme Information Document (SID) & Key Information Memorandum (KIM) filing with SEBI is mandatory before launch.
- Asset Allocation: Mutual fund schemes must strictly follow the stated investment mandate.
- Exposure Limits: A certain cap on stock, sector, and group exposure applies.
- Risk Management: AMCs must have a strong risk and liquidity controls.
- Expense Ratio: Total Expense Ratio (TER) is capped and transparently disclosed.
- NAV Disclosure: Net Asset Value (NAV) must be declared daily.
- Compliance Officer: Mandatory appointment for regulatory oversight.
- Investor Protection: Grievances handled via SEBI?s SCORES (SEBI Complaints Redress System) platform.
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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 website, or else, open a demat account with the stock broker online. Then complete your KYC, select the Kotak Mahindra Mutual Fund fund, choose the SIP amount and frequency, and confirm the mandate. Your SIP will start from the date chosen.
To stop your SIP anytime on the AR Invest app, go to your active SIPs, select the SIP you want to discontinue, and confirm. The SIP will stop from the next installment itself.
To increase your SIP amount in Kotak Mahindra Mutual Fund;
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
You can invest in mutual fund app via lumpsum by;
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.
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.
Redemptions are easy on the AR Invest mutual fund app. Simply, select the units to redeem, enter the amount or number of units, and confirm. Proceeds are then credited to your registered bank account.
Track your portfolio in real-time via AR Invest mutual fund app. Check NAVs, SIP performance, and generate statements anytime on the app or website.
Your investment statements are available on AR Invest mutual fund app. Here's how you can access the statement/reports.
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.
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.
All mutual funds are regulated by SEBI. While professionally managed, they carry market risks. Review the scheme's risk profile before investing.
No, it is not necessary to open a demat account to invest in Kotak Mahindra Mutual Fund. Usually, MF units are held digitally in your AMC folio via the "Statement of Account" (SoA) form. Opening a DEMAT account is optional if you prefer.
Top funds are based on performance and fund objectives. Check the AR Invest app for the current list of top-performing Kotak Mahindra Mutual Fund funds.
By investing in Kotak Mahindra Mutual Fund funds, investors get access to professional management, diversification, ease of online transactions via AR Invest, liquidity, and transparent reporting.
Every mutual fund has different suitability based on risk appetite. Those looking for professional management and diversification can think about Kotak Mahindra Mutual Fund funds.
Unlike anymarket instrument, even Kotak Mahindra Mutual Fund funds include risks like market volatility, interest rate changes (for debt funds), and liquidity risks. Review the fund's scheme information document before investing in any stock broker online app.
The AMC has been operating for 32 years, reflecting its experience and track record in the mutual fund industry.
Kotak Mahindra Mutual Fund manages assets worth ₹5,99,282.71 crore under its mutual fund business, indicating its scale and investor trust.
- is the current Chief Executive Officer of Kotak Mahindra Mutual Fund.
Ms. Jolly Bhatt is the current Compliance Officer of Kotak Mahindra Mutual Fund.
Kotak Mahindra Mutual Fund currently manages 122 Mutual fund schemes.
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