Kotak Mahindra Asset Management Company Limited Mutual Funds Investments

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We have listed various Mutual Fund schemes across different asset classes along with the necessary information to help you make an informed decision. You can filter as per the funds based on the categories of mutual funds. The screener will help you analyze the funds on parameters like fund type, AUM, minimum amount, age, and returns.

About Kotak Mutual Fund

Kotak Mutual Fund is a part of India's leading financial service conglomerate Kotak Mahindra Group (est. 1985). In 2003, the Kotak Mahindra Group's flagship company received a banking license. Thus it started Kotak Mahindra Bank. Kotak Mahindra Asset Management Company Limited is a wholly-owned subsidiary of Kotak Mahindra Bank. This is the asset manager for Kotak Mahindra Mutual Fund.

Kotak Mahindra Mutual Fund started its operations in 1998. It has over 21 lakh investors and manages over INR 1.7 lakh crore assets. It is present in 82 cities, and has 86 branches. The AMC offers schemes for different risk profiles. It is the first fund house in India to have a gilt fund that solely invests in government securities. They aim to offer the best in class product to investors by striving to be responsible players in Indian mutual fund space. They endeavour to deliver a benchmark beating performance across all products.

Kotak Mutual Fund has experienced fund managers managing over 40 funds. They have an average experience of 15 years. They use multiple strategies to deliver benchmark beating returns for investors. Investing in Kotak funds can be done directly on their website or physically going to their office. Investors can also visit online portals like Scripbox to invest in Kotak Mutual Funds.

How to Invest in Kotak Mutual Funds via Scripbox?

Investing with Scripbox in mutual funds is a very simple process. One can invest in mutual funds by following the steps below:

Step 1 – Visit Scripbox and Begin the Investment Journey

On Scripbox’s homepage, click on the "Let's get started" button. It shows a list of investment options based on life goals.

To invest in mutual funds, pick any of the options close to one's financial goals.

Click on “Continue” to proceed with the mutual fund investment.

Step 2 – Signup and Create an Account

Create an account on Scripbox and log in. Upon logging in, the investment details will be available. One can enter the investment amount and choose the payment option.

Here Scripbox allows investors to select the payment option among the two options available. They are "Every month SIP" or "One-time" payment option. Based on the investor's cash flow, he/she can choose the payment option.

Click on "See Recommended Funds" to proceed for investment. SIP calculator to calculate their potential returns from SIP investment. Scripbox's SIP calculator is available online and is free to use.

Step 3 – Check the Plan and Fund Allocation

This step displays the list of mutual funds and the allocated investment amount for the selected plan. Check all the details before proceeding ahead.

If the investor wishes to change the fund or amount, one can click on the option, "I want to change Funds/ Amount."

Click on the "Next" button to make payment.

Step 4 – Bank Details and Money Transfer

In the last step, enter the bank account details and PAN details. Scripbox provides a secure environment. The bank account will only be used for investing and crediting the redemption proceeds.

KYC Required to Invest in Kotak Mutual Fund via Scripbox

KYC or “Know Your Customer” helps in identifying a client. SEBI has made it mandatory for all investors. SEBI has prescribed requirements for KYC. An investor has to be KYC compliant to invest in a SEBI registered mutual fund. A KYC form will include identity information, address, financial status, occupation, and demographic information.

Scripbox’s KYC process is completely online. The following KYC documents are needed by Resident Indians and PIO residing in India:

  • Pan Card
  • Photograph
  • KYC Authorisation Letter. (Please write on a while plain sheet of paper that "I authorize Scripbox to do my mutual fund KYC" & sign below it)
  • Address proof (Aadhar Card (Both Front & Back)/Driving License/Passport/Voter ID Card)
  • Video Selfie: Record a video by facing the camera for 5 seconds

One can upload the clear color scanned copies of their KYC documents at the time of registration itself. Or. Alternatively, they could share their KYC documents at help@scripbox.com or Whatsapp it to us on +91-8884448026. 

Top Kotak Mutual Funds

Below are the Kotak top featured funds.

Scheme Category AUM in Cr (As on 30th June 2020)
Kotak Savings Fund (G) Debt: Ultra Short Duration Rs 9,189 Cr
Kotak Liquid Fund (G) Debt: Liquid Rs 36,040 Cr
Kotak Standard Multicap Fund (G) Equity: Multi Cap Rs 27,976 Cr
Kotak Emerging Equity Scheme (G) Equity: Mid Cap Rs 6,449 Cr
Kotak Equity Opportunities Fund (G) Equity: Large and Mid Cap Rs 3,298 Cr

 

Top Kotak Equity Funds

Below are the top performing Kotak equity mutual funds in India.

Scheme Category AUM in Cr (As on 30th June 2020)
Kotak Bluechip Fund (G) Equity: Large Cap Rs 1,502 Cr
Kotak Emerging Equity Scheme (G) Equity: Mid Cap Rs 6,449 Cr
Kotak Equity Opportunities Fund (G) Equity: Large and Mid Cap Rs 3,298 Cr
Kotak India EQ Contra Fund (G) Equity: Value Oriented Rs 775 Cr

 

Top Kotak Debt Funds

Below are the top performing Kotak debt mutual funds in India.

Scheme Category AUM in Cr (As on 30th June 2020)
Kotak Banking and PSU Debt Fund (G) Debt: Banking and PSU Rs 7,146 Cr
Kotak Bond Fund Short Term (G) Debt: Short Duration Rs 11,858 Cr
Kotak Corporate Bond Standard Plan (G) Debt: Corporate Bond Rs 4,607 Cr
Kotak Liquid Fund (G) Debt: Liquid Rs 36,040 Cr
Kotak Money Market fund (G) Debt: Money Market Rs 7,970 Cr

 

Top Kotak Tax Saver Funds

Below is the top performing Kotak ELSS fund (tax savings fund).

Scheme Category AUM in Cr (As on 30th June 2020)
Kotak Taxsaver Fund (G) Equity: ELSS Rs 1,133 Cr

 

Fund Managers

Top Equity Fund Managers

Mr. Harsha Upadhyaya

Mr. Upadhyaya has more than two decades of experience in equity research and fund management. He currently heads the Equity desk at Kotak AMC. He manages Kotak Standard Multicap Fund, Kotak Equity Opportunities Fund, and Kotak Tax Saver. Before joining Kotak MF, he was associated with DSP BlackRock, UTI Asset Management, Reliance Group, and SG Asia Securities. He holds a BE degree in Mechanical engineering from the National Institute of Technology, Suratkal. He also holds a PGDM in Finance from IIM, Lucknow. Mr. Upadhyaya is a Chartered Financial Analyst charter from the CFA Institute, US.

Mr. Harish Krishnan

Mr. Krishnan has over a decade of experience in equity research and fund management. He currently manages large-cap and thematic funds at Kotak Mutual Fund, including Kotak India Growth Fund, Kotak Bluechip Fund, and Kotak Infrastructure & Economic Reform Fund. Before joining KotakAMC, he was managing Kotak's offshore funds in Dubai and Singapore. He holds a Bachelor of Technology Degree from Government Engineering College, Trichur. Mr. Krishnan also holds a PGDM from IIM, Kozhikode. He is also a CFA (Chartered Financial Analyst) from the CFA Institute.

Mr. Pankaj Tibrewal

Mr. Tibrewal is currently the Senior Vice President and Equity Fund Manager at Kotak AMC. He manages the Kotak Emerging Equity Fund, Kotak Small Cap (Erstwhile Kotak Midcap Fund), and Kotak Equity Hybrid (Erstwhile Kotak Balance). Before this, he was associated with the Principal Mutual Fund. He was featured in India's top 10 fund managers for four consecutive years (2016 to 2019) as per Outlook Business. Mr. Tibrewal was also featured in the top 10 fund managers in Economic Times (Morning Star) in 2016, 2017, and 2019. He is a commerce graduate from St. Xavier's College, Kolkata. He also holds a Master's degree in Finance from Manchester University.

Mr. Devender Singhal

Joininged in Kotak AMC in 2007, Mr. Singhal is responsible for FMCG, Automobiles, and the Media sector at Kotak AMC. He has over 14 years of experience in fund management and equity research. Before joining the AMC, he was associated with PMS divisions of Kotak, Religare, Karvy, and P N Vijay Financial Services.

Ms. Shibani Sircar Kurian

Ms. Kurian has been associated with Kotak AMC for over eleven and a half years. She has more than 20 years of experience with Indian Equity Markets. She is primarily responsible for identifying macro and sector trends, which provide a top-down thematic overlay to the bottom-up approach to stock picking. In addition to her Head of Equity Research responsibility, she also actively tracks banking, financial services, and the IT sector. Her previous associations are with UTI Mutual Fund and Dawnay Day AV Financial Services. Ms. Kurian holds a Bachelor of Science degree in Economics (Hons) from St. Xavier's College, Kolkata,. She also holds a PGDM (Finance) from T.A. Pai Management Institute, Manipal.

Mr. Hiten Shah

Mr. Shah has over 11 years of work experience. He is currently a fund manager at Kotak AMC. Before joining Kotak Mahindra Mutual Fund, he was working with Edelweiss Asset Management. He holds an MMS degree in Finance. He manages the following funds Kotak Equity Arbitrage Fund, Kotak Equity Savings, and Kotak Balanced Advantage Fund (hybrid fund).

Top Debt Fund Managers

Ms. Lakshmi Iyer

Ms. Iyer heads the fixed income and products team at Kotak Mahindra Mutual Fund. She joined Kotak AMC in 1999 as a fund manager. She had the following responsibilities of credit research, deal execution, managing fund performance across all debt funds, and assisting in client sales. In addition to the prior mentioned roles, she was also a portfolio specialist and managed product pricing, product-related initiatives, and was coordinating between the fund management and sales team. Before joining Kotak MF, she worked with Credence Analytics Pvt. Ltd. She actively participated in conceptualising various financial software tools.

Mr. Abhishek Bisen

Joined in 2006, Mr. Bisen is responsible for fund management of Debt schemes. Before joining Kotak AMC, he was with Securities Trading Corporation of India Ltd. Mr. Bisen holds a BA (Management) and MBA (Finance) degree. He was awarded Highly Commended Investors in Indian Rupees Bonds from the Asset magazine Hong Kong, twice. Mr. Bisen currently manages the following debt funds Kotak Monthly Income Plan, Kotak Bond, Kotak Gilt Investment (Regular & PF-Trust), Kotak Debt Hybrid Fund

He also manages the following equity funds Kotak Multi-Asset Allocation Fund, , Kotak Equity Savings Fund (hybrid fund), Kotak Global Emerging Market Fund. And the other funds managed by him are Kotak Gold ETF, and Kotak Gold Fund.

Mr. Deepak Agarwal

Joined in 2002 as a research analyst, Mr. Agarwal moved to a fund management role in 2006. He is a Post Graduate in Commerce, Chartered Account and Company Secretary. He currently manages Kotak Bond Short Term, Kotak Banking & PSU Debt Fund, Kotak Dynamic Bond Fund, Kotak Savings Fund, Kotak Liquid, Kotak Money Market Scheme, Kotak Credit Risk Fund, Kotak Corporate Bond Fund, Kotak Medium Term Fund, Kotak Low Duration Fund, and FMPs & QIPs.

Key Information about Kotak Mutual Fund

Mutual fund Kotak Mahindra Mutual Fund
Founded June 23, 1998
Incorporated August 5, 1994
Sponsor Kotak Mahindra Bank Limited
Trustee Kotak Mahindra Trustee Co. Ltd.
Chairman Mr. Uday Kotak
MD and CEO Mr. Nilesh Shah
CIO Ms. Lakshmi Iyer (D) / Mr. Harsha Upadhyaya (E)
Compliance Officer Ms. Jolly Bhatt
Investor Service Ms. Sushma Mata
AUM Rs. 1.76 lakh crore (Dec 2019)

 

Kotak Mutual Fund Contact Details

Auditors Price Waterhouse - Kotak Mahindra Mutual Fund, S R Batliboi & Co LLP
Custodians Deutsche Bank AG, Standard Chartered Bank
Banker Computer Age Management Services (P) Ltd.
Address 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Telephone No. 022-61152100
Fax No. 022-67082213
E-mail mutual@kotak.com
Website https://assetmanagement.kotak.com/

 

Frequently Asked Questions on Kotak Mutual Funds?

How is Kotak Mutual Fund?

Kotak Mutual Fund has around 21 lack investors and manages around INR 1.7 lakh crore assets. The fund managers have an average experience of 15 years, and they use multiple strategies to deliver benchmark beating performance. They offer funds covering various risk profiles.

The popular equity funds are Kotak Standard Multicap Fund, , Kotak Global Emerging Market Fund, Kotak Bluechip Fund, Kotak Focused Equity Fund, , Kotak Small Cap Fund, Kotak Emerging Equity Scheme, Kotak Taxsaver Fund.

Popular Hybrid fund is Kotak Asset Allocator Fund. And, popular debt funds are Kotak Dynamic Bond Fund and Kotak Savings Fund.

How to stop sip in a Kotak mutual fund?

SIP investment can be stopped online and offline. One can send a letter to Kotak mutual fund office or the CAMS asking to stop the SIP. They can also login to the Kotak mutual fund online and stop the SIP. SIP investment can also be stopped through multiple online portals that they invested through. It takes around 30 days for the request to process.

How to increase the sip amount in Kotak mutual fund?

Increasing the SIP amount can be done by stopping the existing SIP and starting a new SIP with the new amount. Or one can let the ongoing SIP continue and start a new SIP in the same fund with the additional amount. So there will be two SIPs in one fund. If one hasn't started investing yet, they can always opt for a SIP top-up option. It lets investors top-up SIP with a certain amount or a certain percentage every year.

How to Invest in Kotak Mutual Fund?

Investing in Kotak mutual funds can be done offline by approaching Kotak's mutual fund office. Online investing can be done directly on the Kotak mutual fund online. Or any online portals like Scripbox that allow mutual fund investing.

How to redeem Kotak mutual fund?

Kotak mutual funds can be redeemed both online and offline. Investors can approach their mutual fund distributor. Or directly go to the Kotak mutual fund office for redeeming their investments offline. Online redemption is easier and faster than offline. Investors can directly login to the Kotak mutual fund account and redeem their investments. They can also redeem through different online portals that they invested through

Is Kotak SIP good?

Kotak mutual fund has funds in varying risk categories. This lets investors choose from multiple options available. Kotak funds have been performing well in the market in equity, debt, and hybrid categories. Its fund managers have an average experience of 15 years, and the fund house is 22 years old. This shows that the fund house went through different market cycles and still survived multiple market crashes.

Which is the best Kotak mutual fund?

What constitutes as best varies from investor to investor. Kotak mutual fund has over 40 funds in multiple categories with different risk profiles. Investors need to understand their objectives and risk and align it with the fund's aim to find their best fit. Kotak Savings Fund and Kotak Standard Multicap Fund have been performing exceptionally well in the market. But what is best for one investor might not suit other investors. Hence investors have to choose funds that best suit them.