
Kotak Mutual Fund
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Kotak Mutual Fund is the asset management arm of Kotak Mahindra Group, one of India's leading private sector financial services groups with businesses spanning banking, insurance, broking, and wealth management. The AMC was established in 1998 and is SEBI-registered. It offers a comprehensive range of equity, debt, hybrid, ETF, and international fund schemes. Kotak Mahindra Bank's strong retail banking network and institutional relationships support the AMC's broad distribution reach. The AMC has a long operational track record spanning multiple Indian market cycles.
Total AUM
₹5.73L Cr
as on 30-Jun-2026
AUM Change
- ₹681 Cr
May '26 → Jun '26
Total Funds
96
55 Equity · 27 Debt · 14 Hybrid
Fund Managers
22
Active portfolio managers
Best Kotak Mutual Funds
AUM ₹133 Cr •
Expense 0.3%
AUM ₹1767 Cr •
Expense 1.4%
AUM ₹4588 Cr •
Expense 0.6%
AUM ₹832 Cr •
Expense 1.3%
- ▲ 19.8%
AUM ₹2180 Cr •
Expense 0.7%
AUM ₹678 Cr •
Expense 0.9%
AUM ₹2804 Cr •
Expense 0.6%
AUM ₹104 Cr •
Expense 1.3%
AUM ₹1461 Cr •
Expense 0.8%
AUM ₹290 Cr •
Expense 0.2%
AUM ₹3873 Cr •
Expense 0.6%
AUM ₹4299 Cr •
Expense 0.6%
AUM ₹78 Cr •
Expense 0.3%
AUM ₹84 Cr •
Expense 0.4%
AUM ₹1206 Cr •
Expense 0.1%
AUM ₹67611 Cr •
Expense 0.4%
AUM ₹28074 Cr •
Expense 0.5%
AUM ₹44 Cr •
Expense 0.2%
AUM ₹1487 Cr •
Expense 0.7%
AUM ₹3302 Cr •
Expense 0.7%
Which Kotak Funds are gaining or losing investor interest?
Net cash flow into Kotak Mutual Fund schemes — for the month of June 2026.
Compare Kotak Mutual Fund with other AMCs
Management Team | |
Mr. Nilesh Shah | CEO |
Mr. Harsha Upadhyaya | Chief Investment Officer |
Ms. Jolly Bhatt | Chief Compliance Officer |
Top Fund Managers of Kotak Mutual Fund
Key information about Kotak Mutual Funds
2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400 051
18003091490 / 044-40229101
From Monday to Friday, you can call between 9:30 am to 6:00 pm.
On Saturday you can call between 9:30 am to 12:30 pm.
How to Start Investing in Kotak Mutual Fund with INDmoney
After you have understood the details about Kotak Mutual Funds, it is time for you to start your investment process with INDmoney. Below are some simple steps to follow to start your mutual fund's investment journey with us.
Step 1: Download the INDmoney app and create your free investment account by completing your KYC ( Know Your Customer).
Step 2: Once your Free investment account is ready, you can either search for Kotak Mutual Funds or go to the mutual fund section.
Step 3: Choose any Kotak Mutual Funds by looking at aspects like past returns, volatility, downside capture ratio, AUM, Expense ratios and underlying stocks and sectors.
Step 4: You can choose to set up SIP in any Kotak Mutual Funds or even invest as a lump sum. Once you are on the individual Kotak Mutual Funds page, click from the bottom "One-time" for lump sum investment or "SIP" for a systematic investment plan.
Step 5: Choose the amount that you want to invest as SIP or Lump Sum.
Step 6: Set up payments. If you choose to set up SIP in any Kotak Mutual Funds, you can do a free automatic pay set-up via bank mandate or UPI. If you choose to invest in a lump sum (one-time) then you can pay via UPI, net banking, NEFT or RTGS.
Frequently asked questions
You can calculate the Daily/ Weekly/ Monthly/ Quarterly SIP Amount for all Kotak Mutual Funds using INDMoney’s Trust SIP Calculator
1. Kotak Multicap Fund Direct Growth
2. Kotak NASDAQ 100 Fund of Fund Direct Growth
3. Kotak Nifty Next 50 Index Fund Direct Growth
4. Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
5. Kotak Small Cap Direct Growth
are the five top-performing Kotak mutual funds
You can receive your Kotak Mutual Fund account statement on your registered email and INDMoney’s online portal after you invest.
SEBI regulates transactions at Kotak Mutual Fund. It ensures the financial security of the investments. You must bear in mind though that mutual fund investments are subject to market risks. Thus, you must study the market risks before investing in Kotak Mutual Fund.
There are various ways you can redeem your Kotak Mutual Fund. If you have invested from IND money, you can simply place your redemption request from the INDmoney mobile app.
Some of the factors you should consider for investing in a mutual fund are:
- Experience of the fund manager
- Past performance of the fund
- AMC’s reputation
- Your risk appetite
- Investment horizon
- Portfolio of the scheme