Kotak Group is first NBFC of India. It has about 80 branches that offer mutual fund services. It also has overseas branches in Abu Dhabi, Dubai, London, New York, Texas, California and Singapore. Kotak Group has a market capitalization of USD 26.98 Bn and around 46,000+ employees working under it. The asset management company offers schemes catering to investors with varying risk - return profiles and was the first fund house in the country to launch a dedicated gilt scheme investing only in government securities. The vision of Kotak mutual funds is to be an ethical market player in the Indian mutual fund industry and it strives to offer the best products to its investors. Kotak has a legacy of many years and therefore, its brand value helps its products to stand-out in the market. The AMC has garnered over 10 lakh customers, within the span of 12 years.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Kotak India EQ Contra Fund - Direct | Contra | Moderately High | 17.01 | 764.91 |
Kotak Standard Multicap Fund - Direct | Multi-Cap | Moderately High | 16.22 | 23880.98 |
Kotak Tax Saver-Scheme - Direct | ELSS (Tax Savings) | Moderately High | 15.63 | 888.42 |
Kotak Equity Opportunities - Direct | Large & Mid- Cap | Moderately High | 14.89 | 2532.52 |
Kotak Emerging Equity Scheme Direct | Mid-Cap | Moderately High | 12.81 | 4090.62 |
Kotak Bluechip Direct | Large-Cap | Moderately High | 12.03 | 1426.62 |
Kotak Small Cap Direct | Small-Cap | Moderately High | 9.96 | 1223.11 |
Kotak Dynamic Bond Direct | Dynamic Bond | Moderately Low | 9.81 | 593.22 |
Kotak Asset Allocator Fund - Direct | Fund of Funds | Moderately High | 9.63 | 37.69 |
Kotak Global Emerging Market Fund - Direct | Global - Other | High | 9.41 | 31.87 |
Kotak Mutual Fund AMC offers some of the best mutual fund schemes in India. Some of the top-performing mutual funds of Kotak Mutual Fund given below.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Kotak Standard Multicap Fund - Direct | Multi-Cap | Moderately High | 16.22 | 23880.98 |
Kotak Emerging Equity Scheme Direct | Mid-Cap | Moderately High | 12.81 | 4090.62 |
Kotak Liquid Fund Direct | Liquid | Low | 7.1 | 24913.45 |
Kotak Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Kotak India EQ Contra Fund - Direct | Contra | Moderately High | 17.01 | 764.91 |
Kotak Standard Multicap Fund - Direct | Multi-Cap | Moderately High | 16.22 | 23880.98 |
Kotak Tax Saver-Scheme - Direct | ELSS (Tax Savings) | Moderately High | 15.63 | 888.42 |
Kotak Equity Opportunities - Direct | Large & Mid- Cap | Moderately High | 14.89 | 2532.52 |
Kotak Emerging Equity Scheme Direct | Mid-Cap | Moderately High | 12.81 | 4090.62 |
Hybrid Schemes or balanced schemes bridge the gap between equity and debt schemes. This category is characterized by a portfolio that is made up of a mix of equity stocks and bonds and will suit investors looking for debt plus returns with higher levels of risk than fixed income schemes.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Kotak Asset Allocator Fund - Direct | Fund of Funds | Moderately High | 9.63 | 37.69 |
Kotak Equity Savings Fund Direct | Equity Savings | Moderately High | 9.21 | 2216.28 |
Kotak Debt Hybrid Direct | Conservative Allocation | Moderate | 9.05 | 269.74 |
Kotak Equity Arbitrage Fund - Direct | Arbitrage Fund | Moderately Low | 6.76 | 12043.17 |
Kotak Equity Hybrid Direct | Aggressive Allocation | Moderately High | 3.39 | 1610.88 |
Kotak Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Kotak Dynamic Bond Direct | Dynamic Bond | Moderately Low | 9.81 | 593.22 |
Kotak Gilt-Investment Provident Fund and Trust - Direct | Government Bond | Moderate | 9.2 | 439.26 |
Kotak Gilt-Investment Regular - Direct | Government Bond | Moderate | 9.19 | 439.26 |
Kotak Credit Risk FundGrowthDirect | Credit Risk | Moderately Low | 8.56 | 4980.11 |
Kotak Banking and PSU Debt Direct | Banking & PSU | Moderately Low | 8.48 | 1241.58 |
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