Kotak Mahindra Mutual Fund

Q: Are Kotak Mahindra Mutual Fund mutual fund's schemes safe to invest in?

Yes, Kotak Mahindra Mutual Fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including Kotak Mahindra Mutual Fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.

Q: Are Kotak Mahindra Mutual Fund mutual funds tax-free?

Kotak Mahindra Mutual Fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.

Q: Which are the top performing funds of Kotak Mahindra Mutual Fund?

Here are some of the best-performing funds from Kotak Mahindra Mutual Fund AMC based on past 5-year returns: Fund Name 5-Year Return (%) Kotak Nifty India Tourism Index Fund 0% Kotak BSE Housing Index Fund 0% Kotak Nifty Top 10 Equal Weight Index Fund 0% Kotak BSE Sensex Index Fund 0% Kotak Nifty 50 Index Fund 5.44%

Q: Are Kotak Mahindra Mutual Fund a good choice for long-term capital appreciation?

Yes, Kotak Mahindra Mutual Fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check Kotak Mahindra Mutual Fund AMC fund performance.

Q: How can I check my Kotak Mahindra Mutual Fund mutual funds status on Rupeezy?

You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.

Kotak Mutual Fund is among the largest AMC in India. It is sponsored by Kotak Mahindra Bank Limited. The Bank launched its mutual fund investment operations in June 1998, Kotak Mutual Fund is Kotak Mahindra Bank’s wholly-owned subsidiary.Kotak Mutual Fund is a significant player among India's AMC, with Kotak Mahindra Asset Management Company Limited (KMAMC) as its designated asset manager. It was the first AMC in India to launch a dedicated gilt fund investing primarily in Government securities.The AMC has an investor base of 8.1 million. It is the 5th largest fund house in India based on AUM. As of June 2024, Kotak Mutual Fund manages an AUM of Rs. 4,21,787.66 Cr and offers 82 schemes to investors.

List of All Kotak Mahindra Mutual Fund

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Hybrid

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3Y Return

Fund Name	Return	Risk	Cat. Avg
Kotak Pioneer Fund Equity●Thematic Fund	19.24%	19.24%	-
Kotak Manufacture in India Fund Equity●Thematic Fund	19.02%	19.02%	-
Kotak Nifty Smallcap 50 Index Fund Equity●Index Funds	16.71%	16.71%	-
Kotak Multi Asset Allocation Fund Hybrid●Multi Asset Allocation	16.7%	16.70%	-
Kotak Nifty Next 50 Index Fund Equity●Index Funds	15.4%	15.40%	-
Kotak Business Cycle Fund Equity●Thematic Fund	15.28%	15.28%	-
Kotak Mid Cap Fund Equity●Mid Cap Fund	15.27%	15.27%	-
Kotak Multi Cap Fund Equity●Multi Cap Fund	15.12%	15.12%	-
Kotak Infrastructure and Economic Reform Fund Equity●Sector Funds	14.76%	14.76%	-
Kotak Focused Fund Equity●Focused Fund	13.55%	13.55%	-
Kotak Contra Fund Equity●Contra	13.38%	13.38%	-
Kotak Nifty Financial Services Ex-Bank Index Fund Equity●Index Funds	12.76%	12.76%	-
Kotak Aggressive Hybrid Fund Hybrid●Aggressive Hybrid Fund	11.98%	11.98%	-
Kotak Banking & Financial Services Fund Equity●Sector Funds	11.84%	11.84%	-
Kotak Quant Fund Equity●Thematic Fund	11.74%	11.74%	-
Kotak Large & Mid Cap Fund Equity●Large & Mid Cap	11.73%	11.73%	-
Kotak Small Cap Fund Equity●Small cap Fund	11.07%	11.07%	-
Kotak Flexi Cap Fund Equity●Flexi Cap Fund	10.29%	10.29%	-
Kotak ELSS Tax Saver Fund Equity●Equity Linked Savings Scheme	9.76%	9.76%	-
Kotak Equity Savings Fund Hybrid●Equity Savings	9.53%	9.53%	-
Kotak Large Cap Fund Equity●Large Cap Fund	9.21%	9.21%	-
Kotak Balanced Advantage Fund Hybrid●Dynamic Asset Allocation	8.85%	8.85%	-
Kotak Conservative Hybrid Fund Hybrid●Conservative Hybrid Fund	8.18%	8.18%	-
Kotak Nifty 200 Momentum 30 Index Fund Equity●Index Funds	8.02%	8.02%	-
Kotak ESG Exclusionary Strategy Fund Equity●Thematic Fund	7.74%	7.74%	-
Kotak Dynamic Term Fund Debt●Dynamic Bond	7.72%	7.72%	-
Kotak Floating Interest Rates Fund Debt●Floating Rate	7.59%	7.59%	-
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Debt●Index-Debt	7.53%	7.53%	-
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund Debt●Index-Debt	7.46%	7.46%	-
Kotak Arbitrage Fund Hybrid●Arbitrage Fund	7.43%	7.43%	-
Kotak Ultra Short to Short Term Fund Debt●Low Duration	7.41%	7.41%	-
Kotak Money Market Fund Debt●Money Market	7.35%	7.35%	-
Kotak Short Term Fund Debt●Short Duration	7.33%	7.33%	-
Kotak Corporate Bond Fund Debt●Corporate Bond	7.22%	7.22%	-
Kotak Ultra Short Term Fund Debt●Ultra Short Duration	7.18%	7.18%	-
Kotak Banking and PSU Debt Fund Debt●Banking and PSU Fund	7.14%	7.14%	-
Kotak Nifty G-Sec July 2033 Index Fund Debt●Index-Debt	7.02%	7.02%	-
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund Debt●Index-Debt	7.01%	7.01%	-
Kotak Liquid Fund Debt●Liquid	6.92%	6.92%	-
Kotak Medium to Long Term Fund Debt●Medium to Long Duration	6.91%	6.91%	-
Kotak Nifty SDL Jul 2033 Index Fund Debt●Index-Debt	6.84%	6.84%	-
Kotak Nifty 50 Index Fund Equity●Index Funds	6.2%	6.20%	-
Kotak Overnight Fund Debt●Overnight Fund	6.04%	6.04%	-
Kotak Gilt Fund Debt●Gilt	5.57%	5.57%	-
Kotak Gilt Fund Debt●Gilt	5.56%	5.56%	-
Kotak BSE Housing Index Fund Equity●Index Funds	5.21%	5.21%	-
Kotak MNC Fund Equity●Thematic Fund	-	-	-
Kotak NIFTY Midcap 150 Momentum 50 Index Fund Equity●Index Funds	-	-	-
Kotak CRISIL-IBX AAA Financial Services Index - Sep 2027 Fund Debt●Index-Debt	-	-	-
Kotak Nifty Midcap 150 Index Fund Equity●Index Funds	-	-	-
Kotak Nifty 100 Equal Weight Index Fund Equity●Index Funds	-	-	-
Kotak Technology Fund Equity●Sector Funds	-	-	-
Kotak Services Fund Equity●Sector Funds	-	-	-
Kotak Nifty AAA Bond Financial Services Mar 2028 Index Fund Debt●Index-Debt	-	-	-
Kotak Nifty 50 Equal Weight Index Fund Equity●Index Funds	-	-	-
Kotak Active Momentum Fund Equity●Thematic Fund	-	-	-
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Debt●Index-Debt	-	-	-
Kotak NIFTY 100 Low Volatility 30 Index Fund Equity●Index Funds	-	-	-
Kotak Nifty 200 Quality 30 Index Fund Equity●Index Funds	-	-	-
Kotak Nifty Commodities Index Fund Equity●Index Funds	-	-	-
Kotak Nifty Top 10 Equal Weight Index Fund Equity●Index Funds	-	-	-
Kotak BSE Sensex Index Fund Equity●Index Funds	-	-	-
Kotak Special Opportunities Fund Equity●Thematic Fund	-	-	-
Kotak Healthcare Fund Equity●Sector Funds	-	-	-
Kotak Nifty200 Value 30 Index Fund Equity●Index Funds	-	-	-
Kotak Energy Opportunities Fund Equity●Sector Funds	-	-	-
Kotak Nifty India Tourism Index Fund Equity●Index Funds	-	-	-
Kotak Nifty Smallcap 250 Index Fund Equity●Index Funds	-	-	-
Kotak Rural Opportunities Fund Equity●Thematic Fund	-	-	-
Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund Debt●Index-Debt	-	-	-
Kotak BSE PSU Index Fund Equity●Index Funds	-	-	-
Kotak Nifty Capital Markets Index Fund Equity●Index Funds	-	-	-
Kotak Nifty Bank Index Fund Equity●Index Funds	-	-	-
Kotak Transportation & Logistics Fund Equity●Thematic Fund	-	-	-
Kotak Nifty Alpha Low-Volatility 30 Index Fund Equity●Index Funds	-	-	-
Kotak Nifty500 Momentum 50 Index Fund Equity●Index Funds	-	-	-
Kotak Nifty Alpha 50 Index Fund Equity●Index Funds	-	-	-
Kotak Long Term Fund Debt●Long Duration	-	-	-
Kotak NIFTY Midcap 50 Index Fund Equity●Index Funds	-	-	-
Kotak Dividend Yield Fund Equity●Dividend Yield	-	-	-
Kotak Consumption Fund Equity●Sector Funds	-	-	-
Kotak CRISIL-IBX AAA Bond Financial Services Index - Dec 2026 Fund Debt●Index-Debt	-	-	-

Details of Kotak Mahindra Mutual Fund

Founding Date	August 5, 1994
Address	27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051
Email	mutual@kotak.com
Telephone	+91 (22) 66384400

Documents Required to Invest

To invest in Kotak Mahindra Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

Proof of Identity (PAN, Aadhaar)
Proof of Address (Aadhaar)

How to Invest in Kotak Mahindra Mutual Fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select Kotak Mahindra Mutual Fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.

Kotak Mahindra Mutual Fund

Q1. Are Kotak Mahindra Mutual Fund mutual fund's schemes safe to invest in?

Q2. Are Kotak Mahindra Mutual Fund mutual funds tax-free?

Q3. Which are the top performing funds of Kotak Mahindra Mutual Fund?

Fund Name	5-Year Return (%)
Kotak Nifty India Tourism Index Fund	0%
Kotak BSE Housing Index Fund	0%
Kotak Nifty Top 10 Equal Weight Index Fund	0%
Kotak BSE Sensex Index Fund	0%
Kotak Nifty 50 Index Fund	5.44%

Q4. Are Kotak Mahindra Mutual Fund a good choice for long-term capital appreciation?

Q5. How can I check my Kotak Mahindra Mutual Fund mutual funds status on Rupeezy?

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