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Kotak Mahindra Mutual Fund
Kotak Mahindra Mutual Fund was established on August 5, 1994. It is one of India’s leading asset management companies. It manages an AUM of ₹4,73,747 crore across 84 schemes. The fund house ranks as the 5th largest in India, reflecting its significant market presence. Kotak Mahindra Mutual Fund offers a diverse range of investment options, including equity, debt, and hybrid funds. It caters to various investor needs and risk profiles. Its strong performance and extensive distribution network make it a preferred choice for many investors.
Kotak Mahindra Mutual Fund was established on August 5, 1994. It is one of India’s leading asset management companies. It manages an AUM of ₹4,73,747 crore across 84 schemes. The fund house ranks as the 5th largest in India, reflecting its significant market presence. Kotak Mahindra Mutual Fund offers a diverse range of investment options, including equity, debt, and hybrid funds. It caters to various investor needs and risk profiles. Its strong performance and extensive distribution network make it a preferred choice for many investors.
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G)
Equity | Index Fund
1Y returns
25.00%Min. Invest
₹100
AUM
₹55.39 Cr
Kotak Healthcare Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
16.50%Min. Invest
₹100
AUM
₹434.55 Cr
Kotak Banking & Financial Services Fund-Dir (G)
Equity | Sectoral / Thematic
1Y returns
15.53%Min. Invest
₹100
AUM
₹1,212.57 Cr
Kotak Technology Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
14.75%Min. Invest
₹100
AUM
₹581.22 Cr
Kotak Nifty SDL Jul 2033 Index Fund-Dir (G)
Equity | Index Fund
1Y returns
11.54%Min. Invest
₹100
AUM
₹213.36 Cr
Kotak Nifty G-Sec July 2033 Index Fund-Dir (G)
Equity | Index Fund
1Y returns
11.29%Min. Invest
₹100
AUM
₹21.41 Cr
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund-Dir (G)
Equity | Index Fund
1Y returns
11.29%Min. Invest
₹100
AUM
₹3,071.52 Cr
Kotak Medium Term Fund - Direct (G)
Equity | Medium Duration Fund
1Y returns
10.88%Min. Invest
₹100
AUM
₹1,911.59 Cr
Kotak Business Cycle Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
10.58%Min. Invest
₹100
AUM
₹2,728.93 Cr
Kotak Floating Rate Fund - Direct (G)
Equity | Floater Fund
1Y returns
9.92%Min. Invest
₹100
AUM
₹3,311.95 Cr
Kotak Banking and PSU Debt Fund - Direct (G)
Equity | Banking and PSU Fund
1Y returns
9.90%Min. Invest
₹100
AUM
₹6,212.89 Cr
Kotak Balanced Advantage Fund - Direct (G)
Equity | Dynamic Asset Allocation or Balanced Advantage
1Y returns
9.88%Min. Invest
₹100
AUM
₹17,342.95 Cr
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Dir (G)
Equity | Index Fund
1Y returns
9.45%Min. Invest
₹100
AUM
₹7,693.14 Cr
Kotak Pioneer Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
9.45%Min. Invest
₹100
AUM
₹2,807.23 Cr
Kotak Emerging Equity Fund - Direct (G)
Equity | Mid Cap Fund
1Y returns
9.14%Min. Invest
₹100
AUM
₹53,463.94 Cr
Kotak Long Duration Fund - Direct (G)
Equity | Long Duration Fund
1Y returns
8.93%Min. Invest
₹100
AUM
₹208.30 Cr
Kotak Credit Risk Fund - Direct (G)
Equity | Credit Risk Fund
1Y returns
8.91%Min. Invest
₹100
AUM
₹704 Cr
Kotak Equity Hybrid Fund - Direct (G)
Equity | Aggressive Hybrid Fund
1Y returns
8.83%Min. Invest
₹100
AUM
₹7,413.46 Cr
Kotak Low Duration Fund - Direct (G)
Equity | Low Duration Fund
1Y returns
8.82%Min. Invest
₹100
AUM
₹12,913.39 Cr
Kotak Nifty SDL Jul 2026 Index Fund-Dir (G)
Equity | Index Fund
1Y returns
8.63%Min. Invest
₹100
AUM
₹103.34 Cr
About Kotak Mahindra Mutual Fund
Kotak Mahindra Mutual Fund has established a robust mission that goes far beyond traditional investment management, positioning itself as a comprehensive financial partner committed to investor empowerment, sustainable growth, and innovative financial solutions. The organization's mission is deeply rooted in creating long-term value for investors while maintaining a holistic approach to wealth creation and financial well-being.
At the heart of Kotak Mahindra Mutual Fund's mission is the commitment to providing diversified and strategically designed investment products that cater to the varied needs of investors across different financial segments. The fund aims to offer a comprehensive range of mutual fund schemes spanning equity, debt, hybrid, and specialized sector-specific portfolios. By creating flexible and innovative investment options, the mission is to enable investors to build personalized investment strategies aligned with their unique financial goals, risk profiles, and investment horizons.
Financial literacy and investor education form a critical component of the fund's mission. Kotak Mahindra Mutual Fund is dedicated to empowering investors through comprehensive knowledge sharing, transparent communication, and continuous financial awareness initiatives. The organization conducts extensive investor education programs, digital workshops, research publications, and personalized financial counseling to help investors understand complex market dynamics, investment strategies, and potential risk-return scenarios.
Technological innovation is integral to the fund's mission. Kotak Mahindra has consistently invested in developing advanced digital platforms that transform the investment experience. Their technological solutions offer seamless online transactions, real-time portfolio tracking, comprehensive financial analytics, and user-friendly interfaces. The mission is to make mutual fund investments more accessible, transparent, and convenient for investors across different demographic segments, thereby democratizing investment opportunities.
Sustainability and responsible investing are fundamental to the organization's mission. Kotak Mahindra Mutual Fund has progressively integrated environmental, social, and governance (ESG) considerations into its investment philosophy. By supporting companies with robust sustainability practices and ethical business models, the fund aims to generate long-term value while contributing to broader societal and environmental objectives. This approach demonstrates their commitment to responsible capital allocation and sustainable economic development.
Research-driven investment strategies are a cornerstone of the fund's mission. The organization leverages extensive market research capabilities, sophisticated analytical tools, and a team of experienced fund managers to continuously evaluate investment opportunities. By maintaining a rigorous research approach, Kotak Mahindra Mutual Fund ensures that investors benefit from professionally managed, well-researched, and strategically constructed investment solutions.
Risk management is another critical aspect of the fund's mission. The organization is committed to implementing comprehensive risk mitigation strategies across its investment portfolios. Through advanced risk assessment techniques, strategic diversification, and continuous portfolio monitoring, the fund aims to protect investor interests while maintaining competitive return potential.
How to Invest in Kotak Mahindra Mutual Fund?
Investing in Kotak Mahindra Mutual Fund offers several advantages. Firstly, the fund house provides a diversified portfolio across equity, debt, and hybrid schemes, catering to various investor needs and risk profiles. This diversification helps in spreading risk and optimizing returns.
Additionally, Kotak Mahindra Mutual Fund is managed by an experienced team of professionals with a strong track record in financial markets. Their expertise ensures effective risk management and strategic investment decisions.
Lastly, the fund’s consistent performance and ability to outperform benchmarks make it a reliable choice for investors seeking steady growth and wealth accumulation.
Note down the steps you need to take to begin your investment process.
Step 1: Login or Register
Sign up or log in on Kotak Mahindra via Torus Digital to access investment options.
Step 2: Confirm Identity Proof
Get Digilocker to validate your identity online without needing physical documents.
Step 3: Level of Risk
Estimate your risk tolerance: low, medium, or high, based on your investment goals.
Step 4: Choose a Mutual Fund Scheme
Select a mutual fund scheme that aligns with your risk level and investment objectives.
Step 5: One Time (Lumpsum) or SIP
Decide whether to invest a lump sum amount or start a Systematic Investment Plan (SIP).
Step 6: SIP Placement
Choose to start your SIP on the same day or schedule it for a specific day each month.
Your Torus account will reflect the Kotak Mahindra Mutual Fund in India you have invested in within 3 to 4 working days.
Top 10 Kotak Mahindra Mutual Fund
| Scheme Name | Min. Invest | AUM (In Cr) | ||
|---|---|---|---|---|
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) Index Fund | Other | 25.00% | ₹100 | ₹55.39 | |
Kotak Healthcare Fund - Direct (G) Sectoral / Thematic | Equity | 16.50% | ₹100 | ₹434.55 | |
Kotak Banking & Financial Services Fund-Dir (G) Sectoral / Thematic | Equity | 15.53% | ₹100 | ₹1,212.57 | |
Kotak Technology Fund - Direct (G) Sectoral / Thematic | Equity | 14.75% | ₹100 | ₹581.22 | |
Kotak Nifty SDL Jul 2033 Index Fund-Dir (G) Index Fund | Other | 11.54% | ₹100 | ₹213.36 | |
Kotak Nifty G-Sec July 2033 Index Fund-Dir (G) Index Fund | Other | 11.29% | ₹100 | ₹21.41 | |
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund-Dir (G) Index Fund | Other | 11.29% | ₹100 | ₹3,071.52 | |
Kotak Medium Term Fund - Direct (G) Medium Duration Fund | Debt | 10.88% | ₹100 | ₹1,911.59 | |
Kotak Business Cycle Fund - Direct (G) Sectoral / Thematic | Equity | 10.58% | ₹100 | ₹2,728.93 | |
Kotak Floating Rate Fund - Direct (G) Floater Fund | Debt | 9.92% | ₹100 | ₹3,311.95 | |
Top 10 Kotak Mahindra Mutual Fund
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G)
Equity | Index Fund
1Y returns
25.00%Min. Invest
₹100
AUM
₹55.39 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 25.00%, 27.28%, and 27.28%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Healthcare Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
16.50%Min. Invest
₹100
AUM
₹434.55 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 16.50%, 22.84%, and 22.84%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Banking & Financial Services Fund-Dir (G)
Equity | Sectoral / Thematic
1Y returns
15.53%Min. Invest
₹100
AUM
₹1,212.57 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 15.53%, 22.53%, and 22.53%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Technology Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
14.75%Min. Invest
₹100
AUM
₹581.22 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 14.75%, 14.17%, and 14.17%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Nifty SDL Jul 2033 Index Fund-Dir (G)
Equity | Index Fund
1Y returns
11.54%Min. Invest
₹100
AUM
₹213.36 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.54%, 10.01%, and 10.01%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Nifty G-Sec July 2033 Index Fund-Dir (G)
Equity | Index Fund
1Y returns
11.29%Min. Invest
₹100
AUM
₹21.41 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.29%, 10.75%, and 10.75%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund-Dir (G)
Equity | Index Fund
1Y returns
11.29%Min. Invest
₹100
AUM
₹3,071.52 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.29%, 9.73%, and 7.90%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Medium Term Fund - Direct (G)
Equity | Medium Duration Fund
1Y returns
10.88%Min. Invest
₹100
AUM
₹1,911.59 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 10.88%, 8.75%, and 8.11%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Business Cycle Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
10.58%Min. Invest
₹100
AUM
₹2,728.93 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 10.58%, 20.37%, and 20.37%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Floating Rate Fund - Direct (G)
Equity | Floater Fund
1Y returns
9.92%Min. Invest
₹100
AUM
₹3,311.95 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.92%, 8.24%, and 7.35%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Banking and PSU Debt Fund - Direct (G)
Equity | Banking and PSU Fund
1Y returns
9.90%Min. Invest
₹100
AUM
₹6,212.89 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.90%, 8.17%, and 6.94%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Balanced Advantage Fund - Direct (G)
Equity | Dynamic Asset Allocation or Balanced Advantage
1Y returns
9.88%Min. Invest
₹100
AUM
₹17,342.95 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.88%, 14.92%, and 15.67%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Dir (G)
Equity | Index Fund
1Y returns
9.45%Min. Invest
₹100
AUM
₹7,693.14 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.45%, 8.35%, and 6.56%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Pioneer Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
9.45%Min. Invest
₹100
AUM
₹2,807.23 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.45%, 24.37%, and 28.85%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Emerging Equity Fund - Direct (G)
Equity | Mid Cap Fund
1Y returns
9.14%Min. Invest
₹100
AUM
₹53,463.94 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.14%, 26.97%, and 32.42%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Long Duration Fund - Direct (G)
Equity | Long Duration Fund
1Y returns
8.93%Min. Invest
₹100
AUM
₹208.30 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.93%, 8.68%, and 8.68%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Credit Risk Fund - Direct (G)
Equity | Credit Risk Fund
1Y returns
8.91%Min. Invest
₹100
AUM
₹704 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.91%, 7.97%, and 7.21%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Equity Hybrid Fund - Direct (G)
Equity | Aggressive Hybrid Fund
1Y returns
8.83%Min. Invest
₹100
AUM
₹7,413.46 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.83%, 18.98%, and 23.43%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Low Duration Fund - Direct (G)
Equity | Low Duration Fund
1Y returns
8.82%Min. Invest
₹100
AUM
₹12,913.39 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.82%, 7.84%, and 6.70%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Kotak Nifty SDL Jul 2026 Index Fund-Dir (G)
Equity | Index Fund
1Y returns
8.63%Min. Invest
₹100
AUM
₹103.34 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.63%, 7.82%, and 7.82%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
FAQ’s
How to Start Kotak Mahindra Mutual Fund SIP Online?
Log in or register on Torus Digital or the Kotak Mahindra Mutual Fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.
How to Calculate Kotak Mahindra Mutual Fund SIP?
Use the SIP calculator on the Kotak Mahindra Mutual Fund website. Enter your monthly investment amount, expected rate of return, and investment duration to estimate your future returns.
How to Redeem Kotak Mahindra Mutual Fund?
Log in to your account on Torus Digital or the Kotak Mahindra Mutual Fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.
How Much Time Does It Take to Redeem Kotak Mahindra Mutual Fund?
It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.
Why Should I Invest in Kotak Mahindra Mutual Fund?
Kotak Mahindra Mutual Fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.
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