Kotak Mutual Fund

How to Invest in Kotak Mutual Funds?

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

• 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.
• 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.
• 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.
• 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

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. 

How to Download Mutual Fund Investment Statement?

The following steps will guide you to download your Kotak mutual fund investment statement using the Scripbox App:

1. Firstly, log in with your credentials in the Scripbox App.
2. Then, select ‘Profile’ and click on ‘Investment History’.
3. Finally, click on ‘Email me’, and an email with a link to download the mutual fund statement will be sent to your email ID.

The excel statement will include the following details:

• Orders Tab: The sheet includes information about the transactions and includes the following details: Name of the Fund, Investor Name, Type, Folio Number, Investment Amount, Oder NAV, Units, STT, and Purpose.
• Current Holding Tab: This sheet summarizes mutual fund holdings and includes the following details like Folio Number, Name of the Fund, Current Valuation, Units, and Purpose.

Top Kotak Mutual Fund Managers

Explore: Top Fund Managers

Fund Manager	Type Of Fund	Number of Schemes
Harsha Upadhyaya	Equity	4
Harish Krishnan	Equity	5
Pankaj Tibrewal	Equity	3
Abhishek Bisen	Equity and Debt	9
Deepak Agrawal	Debt	12
Devender Singhal	Equity	11
Shibani Kurian	Equity	3
Arjun Khanna	Equity	4
Satish Dondapati	Equity	8
Hiten Shah	Equity	3

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 also 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 also 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

Joined in Kotak AMC in 2007, Mr. Singhal is responsible for FMCG, Automobiles, and the Media sector at Kotak AMC. He has more than 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 more than 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).

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. Moreover, 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. Presently, he 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.

Mr Arjun Khanna

Mr Khanna is a fund manager of 4 funds at Kotak AMC. He has more than ten years of experience in banking and financial companies. Prior to joining Kotak Mutual Fund, he worked with PNB AMC and Citigroup NA. He is a CFA and is also a Financial Risk Manager – certified by the Global Association of Risk Professionals. He did his Masters of Management Studies (Finance) from Jamnalal Bajaj Institute of Management Studies. Moreover, he did his Bachelor of Engineering (Electronics) from Mumbai University.

Mr Satish Dondapati

Mr Dondapati is a fund manager of 8 funds at Kotak AMC. He was with Kotak since 2008. Moreover, he has over 15 years of experience in MF product development and sales. Prior to joining Kotak Mutual Fund, he was on the MF Product Team of Centurion Bank Of Punjab. Mr Dondapati has done MBA (Finance).

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