Kotak Mahindra Mutual Fund
Last Updated on 31 Mar 2026
AUM
₹ 5,99,282.71 Cr
Funds on Anand Rathi
195
AMC Age
32 Yrs
List of Top Kotak Mahindra Mutual Fund Schemes
195 records
| Fund Name | |||
|---|---|---|---|
| Kotak Gold Fund (G) | 64.38% | 33.46% | 24.27% |
| Kotak Gold Fund (IDCW) | 64.38% | 33.46% | 24.27% |
| Kotak Infrastructure & Economic Reform-SP (IDCW) | 17.36% | 18.75% | 20.63% |
| Kotak Infrastructure & Economic Reform-SP (G) | 17.36% | 18.75% | 20.63% |
| Kotak Midcap Fund (IDCW) | 19.76% | 21.04% | 17.71% |
| Kotak Midcap Fund (G) | 19.76% | 21.04% | 17.71% |
| Kotak US Specific Equity Passive FOF - Regular (G) | 49.76% | 29.04% | 17.23% |
| Kotak Multi Asset Omni FOF - Regular (G) | 19.06% | 17.99% | 16.48% |
| Kotak Multi Asset Omni FOF - Regular (IDCW) | 19.06% | 17.99% | 16.48% |
| Kotak Contra Fund (G) | 12.05% | 19.09% | 15.84% |
| Kotak Contra Fund (IDCW) | 12.05% | 19.09% | 15.84% |
| Kotak Large & Midcap Fund (IDCW) | 14.99% | 18.12% | 15.28% |
| Kotak Large & Midcap Fund (G) | 14.99% | 18.12% | 15.28% |
| Kotak Small Cap Fund (G) | 6.08% | 14.34% | 14.22% |
| Kotak Small Cap Fund (IDCW) | 6.08% | 14.34% | 14.22% |
…
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Fund Managers of Kotak Mahindra Mutual Fund
Key Information of Kotak Mahindra Mutual Fund
Kotak Mahindra Mutual Fund
AMCFunds Managed
126
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.
Mutual Funds Calculators
FAQs
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.
No mutual fund scheme is entirely tax-free. Tax depends on the fund type (equity or debt) and holding period. Consult a tax advisor for details.
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.
Mutual fund SIPs typically start from as low as ?100/month, though some funds may have higher minimums. Check the scheme page before starting.
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.
Anand Rathi offers multiple Kotak Mahindra Mutual Fund schemes across equity, debt, hybrid, and thematic categories. Check the AR Invest or any stock broker online app for the latest list.
Assets Under Management (AUM) are updated regularly and available on the fund's factsheet in the AR Invest app.
The launch date of the scheme is available in the AR Invest app and fund literature. Check the scheme page or AMC's website for accurate details.
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