Kotak Mahindra Mutual Fund : MF Schemes List, AUM, Risk, Returns

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

Ans: 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?

Ans: 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 Overnight Fund 4.81% Kotak Credit Risk Fund 5.24% Kotak Savings Fund 5.48% Kotak Low Duration Fund - Standard Plan 5.82% Kotak Liquid 5.24%

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

Ans: 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?

Ans: 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.

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Kotak Mahindra Mutual Fund

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 58 schemes to investors.

List of All Kotak Mahindra Mutual Fund

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Index

Fund Name	3Y Return	Risk	Cat. Avg
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Details of Kotak Mahindra Mutual Fund

Founding Date	August 5, 1994
Address	27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.
Email	fundaccops@kotakmutual.com
Telephone	022 61152100

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 FAQs

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 Overnight Fund	4.81%
Kotak Credit Risk Fund	5.24%
Kotak Savings Fund	5.48%
Kotak Low Duration Fund - Standard Plan	5.82%
Kotak Liquid	5.24%

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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