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Kotak Mutual Fund

Kotak Mahindra Bank Limited's wholly owned subsidiary, Kotak Mahindra Asset Management Company Limited, is the asset manager for Kotak Mahindra Mutual Fund. Founded in 1998, the Asset Management Company manages equity, fixed income, balanced mutual funds and exchange traded funds for its clients. Kotak Mahindra Asset Management Company has over 10 lakh investors in different schemes, catering to varying risk-return profiles. In India, Kotak Mahindra Mutual Fund was the first fund house to set up a dedicated GILT scheme, which invests solely in G-Secs. The company has 84 branches across 80 cities.

Kotak Mahindra Asset Management Company’s vision is to become a responsible player in the mutual fund space by offering best-in-class products to investors. It aims to deliver consistent performance across all of its products, thus ensuring customer satisfaction.

Best Kotak Mutual Funds

Some of the top Kotak Mutual Fund schemes are:

Scheme NameNAV (as on 28th August)1-Year Return (%)3-Year Return (%)5-Year Return (%)
Kotak NV 20 ETF-Dividend57.83930.6 --
Kotak US Equity Fund Direct-Growth17.60427.815.0-
Kotak US Equity Fund - Standard Plan16.98026.814.1-
Kotak Sensex Exchange Traded Fund396.47123.515.118.6
Kotak India EQ Contra Fund Direct-Growth58.16720.918.321.9
Kotak Nifty ETF-Dividend120.00719.819.229.6
Kotak India EQ Contra Fund Regular-Growth54.15219.316.420.2
Kotak India EQ Contra Fund Direct-Dividend22.07419.316.420.2
Kotak Bluechip Fund Direct-Growth256.32916.516.421.7
Kotak Banking ETF Regular-Dividend289.19716.218.5-
Kotak Tax Saver Fund Direct-Growth47.43811.414.424.4
Kotak Standard Multicap Fund Regular-Dividend35.72612.816.025.1
Kotak Global Emerging Market Fund Direct-Growth17.25713.69.94.5
Kotak Standard Multicap Fund Direct-Growth37.74914.117.326.3
Kotak Low Duration Fund - Standard Plan - Growth2,180.9416.77.98.5
Kotak Small Cap Fund - Regular Plan - Growth76.5656.013.428.9
Kotak Infrastructure and Economic Reform Fund - Standard Plan - Growth20.579-0.19.524.5
Kotak Money Market Scheme - Regular Plan - Growth2,928.8447.17.38.0
Kotak Liquid Scheme - Regular Plan - Growth3,615.8647.07.28.0
Kotak Equity Opportunities Fund - Regular Plan - Growth119.9907.513.522.0

Types of Kotak Mutual Funds

Kotak Mutual Funds offer varying mutual fund schemes to meet different client needs. The type of schemes offered by the fund house can be classified into Equity, Tax Saver, Hybrid, Debt, Liquid, Fund of Funds, SIP and ETF.

Kotak Equity Funds

The main objective of equity funds is to facilitate capital growth from a diversified portfolio, comprising of equity and equity related instruments. Equity mutual funds are a suitable option for investors who are looking for long-term capital growth and have a higher risk appetite. What makes it an attractive option for small individual investors are its reduced risk on account of the fund's portfolio diversification and the relatively small amount of capital required to attain shares of an equity fund. Equity funds offered by Kotak Mutual Fund include:

  • Kotak Bluechip Fund
  • Kotak Small Cap Fund
  • Kotak Equity Opportunities
  • Kotak India EQ Contra Fund
  • Kotak Equity Arbitrage Fund
  • Kotak Emerging Equity Scheme
  • Kotak Global Emerging Market
  • Kotak Standard Multicap Fund
  • Kotak Infrastructure & Economic Reform Fund
  • Kotak Equity Savings Fund

Kotak Tax Saver Fund

Kotak Tax Saver, as the name would suggest, is an open-ended, tax-saving equity linked saving scheme (ELSS). The investment objective of Kotak Tax Saver is to provide long-term capital growth from a diversified portfolio of equity and equity related securities, in addition to enabling investors avail the income tax rebate. This is a suitable option for individuals seeking investment in portfolio of predominantly equity and equity related securities.

Kotak Hybrid Funds

Hybrid funds are mutual funds that invest in both equity and debt instruments. It gives investors the opportunity to diversify their portfolio through a single investment vehicle. The choice of hybrid fund will come down to the investor’s risk preferences and his or her investment objective. The primary objective of equity hybrid fund is to ensure growth by investing in equity and equity related instruments, balanced with income generation by parking funds in debt and money market instruments. The primary objective of debt hybrid fund is to enhance returns by investing in debt instruments, with a moderate exposure to equity and equity related instruments. Hybrid funds offered by Kotak Mutual Fund include:

  • Kotak Balanced Advantage Fund
  • Kotak Equity Hybrid
  • Kotak Debt Hybrid

Kotak Debt Funds

Debt mutual funds are schemes that predominantly invest in a mix of debt or fixed income securities, like money market instruments and corporate bonds. Some of the advantages of parking money in debt funds include its relatively stable returns, low-cost structure, relatively high liquidity and reasonable safety. They are preferred choice among investors who do not want to invest in a highly volatile equity market. Debt funds offered by Kotak Mutual Fund include:

  • Kotak Medium Term Fund
  • Kotak Bond
  • Kotak Bond Short Term
  • Kotak Banking and PSU Debt Fund
  • Kotak Mahindra GILT Unit Scheme
  • Kotak Dynamic Bond Fund
  • Kotak Savings Fund
  • Kotak Credit Risk Fund
  • Kotak Low Duration Fund
  • Kotak Corporate Bond Fund
  • Kotak Money Market Scheme

Kotak Liquid Fund

Liquid funds are mutual fund schemes that invest their corpus in short-term market instruments. Kotak Mahindra Liquid Scheme is an open-ended debt scheme, whose investment objective is to generate reasonable returns and high liquidity. The investors’ funds are parked in debt and money market instruments of varying maturities, for the purpose of spreading risk across different kinds of issuers in the debt markets.

Kotak Fund of Funds

Fund of Funds is a mutual fund scheme where the investors’ money is put into other schemes of mutual funds. They are designed to cater to the varying needs of different investor categories, as per their risk profiles, investment goals and return expectations. Fund of Funds schemes give investors the opportunity to take advantage of the benefits of diversification by parking funds in a variety of fund categories. Fund of Funds offered by Kotak Mutual Fund include:

  • Kotak Asset Allocator Fund
  • Kotak Gold Fund
  • Kotak World Gold Fund
  • Kotak US Equity Fund
  • Kotak Global Emerging Market

Kotak ETF

Exchange Traded Funds (ETFs) are mutual fund schemes that are listed and traded on stock exchanges, similar to shares. They consist of a portfolio of equity and bonds, and trade close to its net asset value. Exchange Traded Funds provide protection of a mutual fund, and at the same time, flexibility of a stock, which makes it a popular choice among many investors. Such funds mainly track a commodity, an index or a pool of assets. ETFs offered by Kotak Mutual Fund include:

  • Kotak Gold ETF
  • Kotak PSU Bank ETF
  • Kotak Sensex ETF
  • Kotak Nifty ETF
  • Kotak Banking ETF
  • Kotak NV 20 ETF

Benefits Offered Under Kotak Mutual Funds

Here is a look at some of the reasons why one should make Kotak Mahindra Asset Management Company their preferred choice of fund house -

  • The fund house has dedicated fund managers who suggest schemes in line with the investment goals.

  • They have a broad range of investment products across different asset classes, with varying risk parameters.

  • The AMC’s online portal allows investors to choose from an array of investment options from the convenience of their homes.

  • Kotak Mutual Fund strives to provide best-in-class products across investor lifecycle.

  • They have a dedicated research team who study and analyse the different kinds of mutual funds and its corresponding benefits.

Contact Kotak Mutual Fund Customer Care Centre by Phone

Contacting via call for queries or grievances is one of the easiest ways to get in touch with the customer care team at Kotak Mahindra Asset Management Company. The phone number of the registered office is 91-22-61152100. The call centre numbers for the corporate office are 91-22-61152100 and 1800222626 (toll free). Before making the call, it helps to keep in handy investor information ready, such as the folio number, as this will aid in quick resolution.

Kotak Mutual Fund Customer Care Service by Email

Individuals also have the option of getting in touch with the Asset Management Company via email. The email address for communication with Kotak Mutual Fund is mutual@kotak.com. While dropping an email, make sure to mention necessary investor information to enable the concerned team to easily access the records. Also, one needs to send the email out from the email address that has been registered with the fund house.

Visiting a Branch Office

Kotak Mahindra Asset Management Company presently has established its presence in 80 cities, with 84 branches. Individuals can locate the nearest branch on the company website by selecting the city name from the list of options provided. While visiting any of the branches, it is advisable to carry the necessary documents provided by the fund house to help in easy identification of the records.

The registered office of Kotak Mahindra Asset Management Co. Ltd. is: 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

The corporate office of Kotak Mahindra Asset Management Co. Ltd. is: 2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400051

FAQs on Kotak Mutual Fund

How much of my returns will be given to my nominees?

The returns will depend on the performance of the schemes where the investor's money has been put in. The proportion of the returns given to the nominees will come down to the percentage that has been allotted to them in the nomination form.

How do I buy Kotak Mutual Fund plan online?

Individual can invest online through the official website of Kotak Mutual Fund. The “Invest Now” option allows users to choose from Lumpsum investment, SIP investments, Zero balance folio and Minor investments. To proceed, an individual has to complete the KYC process.

How do I contact Kotak Mutual Fund Company?

The contact details of the fund house are as under:

Registered Office - Kotak Mahindra Asset Management Co Ltd

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051 Phone Number - 91-22-61152100 Fax Number - 91-22-67082213

Corporate office- Kotak Mahindra Asset management Company 2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400 051 Tel: 91-22-62185000 (Board Line) Fax: 91-22-67082213 Call Centre: 91-22-61152100 - 1800222626 (Toll Free)

Services team address - Kotak Mahindra Asset management Company 6th Floor, Kotak Towers, Building No:21, Infinity Park, Off Western Express Highway, Goregaon - Mulund Link Road, Malad (East), Mumbai - 400 097 Call Centre: 91-22-61152100 - 1800222626 (Toll Free) Fax Number - 91-22-67082213

Email ID - mutual@kotak.com

How do I login Kotak Mutual Fund Company website?

Registered users can login using their registered user ID and password. There is also the option of logging in by using the Folio number and PIN. New users who want to register can do so by entering their Folio number and other personal details.

What is Kotak Mutual Fund Company's contact number?

The phone number of Kotak Mahindra Asset Management Company’s registered office is 91-22-61152100. The call centre numbers for the corporate office are 91-22-61152100 and 1800222626 (toll free).

What type of investor should invest in a smallcap scheme?

In case of small-cap funds, fund managers can have around 65% to 90% exposure to stocks of small companies. Investors who would like to take on higher risks can consider putting their money in this category.

Which Kotak mutual fund scheme should I invest?

Below are some of the popular mutual fund choices that individuals can consider investing in:

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Scheme NameNAV (as on 28th August)1-Year Return (%)3-Year Return (%)5-Year Return (%)
Kotak NV 20 ETF-Dividend57.83930.6--
Kotak US Equity Fund Direct-Growth17.60427.815.0-
Kotak US Equity Fund - Standard Plan16.98026.814.1-
Kotak Sensex Exchange Traded Fund396.47123.515.118.6
Kotak India EQ Contra Fund Direct-Growth58.16720.918.321.9

Who is eligible for Kotak Mutual Fund?

Individuals above the age of 18 years can invest in Kotak Mutual Funds.

How to invest in Kotak Mutual Funds Online?

Individuals can invest in Kotak Mutual Funds for as low as Rs. 500 per month. Investors can either buy it through the online mode i.e. the company website or visit any of the nearby branches. If one chooses the online mode, head to the “Invest Now” section and choose from Lumpsum investment, SIP investments, Zero balance folio and Minor investments. To proceed, the individual would need to complete the KYC process.

Why choose Kotak Mutual Funds?

Kotak Mahindra Asset Management Company is a well-established fund house offering best-in-class products to investors. It aims to deliver consistent performance across all of its products, thus ensuring customer satisfaction. The asset management company has dedicated fund managers who suggest schemes in line with the investment goals. Kotak Mahindra Asset Management Company’s online portal allows investors to choose from an array of investment options from the convenience of their homes.

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