How to calculate Kotak mutual fund returns?

Kotak Mutual Fund returns can be calculated using investment value, initial amount, and dividends received. You can also use Tickertape’s Mutual Funds Screener to review Kotak fund performance and historical returns.

Does Kotak Mutual Fund offer tax-free mutual fund schemes?

Kotak Mutual Fund offers tax-saving options through ELSS. While returns are taxable, eligible investments may qualify for Section 80C deductions. Investors may also compare schemes such as Kotak bluechip fund for category-level context.

How can I cancel the ongoing SIP in a Kotak Mutual Fund scheme?

Kotak Mutual Fund SIP cancellation can be done through the official website, app, or brokerage platform. The process may also apply to schemes such as Kotak multicap fund direct growth if an SIP is active there.

How to withdraw money from Kotak Mutual Fund?

Withdrawing money from Kotak Mutual Fund involves logging in, selecting the redeem option, choosing the scheme and amount, and confirming the transaction. Investors can also search for Kotak mutual fund redemption online details.

What are the redemption charges of the Kotak Mutual Fund?

Kotak Mutual Funds generally do not charge a redemption fee, but exit load may apply depending on the scheme and holding period. Charges can vary across schemes such as Kotak arbitrage fund.

Which are the top-performing Kotak Mutual Funds?

Here are the top Kotak mutual funds based on their 5Y CAGR: Kotak Infra & Eco Reform Fund Kotak Midcap Fund Kotak Small Cap Fund Kotak Pioneer Fund Kotak Contra Fund

How to increase the SIP amount in Kotak Mutual Funds?

SIP amount changes can be made through the Kotak Mutual Fund website, app, or brokerage platform by selecting the active SIP and updating future contributions. This may also apply to Kotak mid cap advantage fund.

How to choose the best Kotak Mutual Funds before investing?

Kotak Mutual Funds can be evaluated by reviewing goals, risk profile, asset allocation, expense ratio, and historical performance. Information from Kotak asset management can also help understand scheme strategy and portfolio details.

Kotak Mutual Funds: Fund Performance, NAV, Returns & Schemes 2026

Q: How to invest in Kotak Mutual Funds?

Here’s how you can invest in Kotak Mutual Funds, Launch Tickertape Mutual Fund Screener. Select the Kotak Mutual Funds that aligns with your investment goals. Click on “Place Order” and select the option “SIP” or "Lumpsum". Enter the amount and confirm “OK” Your order will be placed.

Kotak Mutual Fund is one of India’s large asset management companies, with AUM crossing ₹6 lakh cr in 2026. It offers schemes across equity, debt, hybrid, passive, and FoF categories. Understanding its fund types, risks, returns, and key factors can help evaluate Kotak Mutual Funds more effectively.

Top Kotak Mutual Funds - SIP Schemes, Performance, Returns 2026

Top Kotak Mutual Funds in India (2025)

Here's the list of top Kotak mutual funds across equity, debt, hybrid funds offered by Kotak Mahindra Asset Management Company Ltd.

Created by

@8260032 8260032

Showing 1 - 20 of 96 results

last updated at 11:00 PM IST

	NameMFs (96)↓	↓Sub CategorySub Category↓	↓PlanPlan↓	↓AUMAUM↓	↓AMCAMC↓	↓NAVNAV↓	↓Absolute Returns - 3MAbsolute Ret. - 3M↓	↓Absolute Returns - 1YAbsolute Ret. - 1Y↓	↓CAGR 3YCAGR 3Y↓	↓Expense RatioExpense Ratio↓	↓Exit LoadExit Load↓	↓VolatilityVolatility↓	↓Sharpe RatioSharpe Ratio↓
1.	Kotak Arbitrage Fund Kotak Arbitrage Fund	Arbitrage Fund Arbitrage Fund	Growth Growth	67,116.51 67,116.51	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	42.28 42.28	1.54 1.54	6.46 6.46	7.75 7.75	0.39 0.39	0.25 0.25	0.82 0.82	2.66 2.66
2.	Kotak Midcap Fund Kotak Midcap Fund	Mid Cap Fund Mid Cap Fund	Growth Growth	55,675.98 55,675.98	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	165.58 165.58	5.23 5.23	19.36 19.36	23.58 23.58	0.41 0.41	1.00 1.00	15.35 15.35	0.87 0.87
3.	Kotak Flexicap Fund Kotak Flexicap Fund	Flexi Cap Fund Flexi Cap Fund	Growth Growth	50,146.20 50,146.20	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	96.25 96.25	-3.13 -3.13	7.92 7.92	16.03 16.03	0.61 0.61	1.00 1.00	14.23 14.23	0.27 0.27
4.	Kotak Liquid Fund Kotak Liquid Fund	Liquid Fund Liquid Fund	Growth Growth	42,388.80 42,388.80	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	5,609.77 5,609.77	1.65 1.65	6.29 6.29	6.99 6.99	0.19 0.19	0.01 0.01	0.14 0.14	0.49 0.49
5.	Kotak Money Market Fund Kotak Money Market Fund	Money Market Fund Money Market Fund	Growth Growth	33,699.93 33,699.93	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	4,782.20 4,782.20	1.60 1.60	6.50 6.50	7.40 7.40	0.16 0.16	- -	0.42 0.42	5.74 5.74
6.	Kotak Large & Midcap Fund Kotak Large & Midcap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	27,372.55 27,372.55	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	401.94 401.94	-1.66 -1.66	11.47 11.47	18.73 18.73	0.57 0.57	1.00 1.00	14.68 14.68	0.48 0.48
7.	Kotak Multicap Fund Kotak Multicap Fund	Multi Cap Fund Multi Cap Fund	Growth Growth	22,095.33 22,095.33	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	21.29 21.29	2.20 2.20	16.33 16.33	24.62 24.62	0.48 0.48	1.00 1.00	15.22 15.22	0.73 0.73
8.	Kotak Corporate Bond Fund Kotak Corporate Bond Fund	Corporate Bond Fund Corporate Bond Fund	Growth Growth	16,877.17 16,877.17	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	4,112.54 4,112.54	0.98 0.98	5.33 5.33	7.43 7.43	0.37 0.37	- -	1.26 1.26	0.80 0.80
9.	Kotak Savings Fund Kotak Savings Fund	Ultra Short Duration Fund Ultra Short Duration Fund	Growth Growth	16,823.91 16,823.91	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	47.36 47.36	1.62 1.62	6.57 6.57	7.27 7.27	0.36 0.36	- -	0.40 0.40	6.17 6.17
10.	Kotak Bond Short Term Fund Kotak Bond Short Term Fund	Short Duration Fund Short Duration Fund	Growth Growth	16,486.95 16,486.95	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	60.00 60.00	1.14 1.14	5.47 5.47	7.47 7.47	0.39 0.39	- -	1.05 1.05	1.14 1.14
11.	Kotak Low Duration Fund Kotak Low Duration Fund	Low Duration Fund Low Duration Fund	Growth Growth	16,258.95 16,258.95	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	3,844.73 3,844.73	1.58 1.58	6.61 6.61	7.58 7.58	0.40 0.40	- -	0.55 0.55	4.46 4.46
12.	Kotak Balanced Advantage Fund Kotak Balanced Advantage Fund	Balanced Advantage Fund Balanced Advantage Fund	Growth Growth	16,203.69 16,203.69	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	22.64 22.64	-0.75 -0.75	5.08 5.08	11.54 11.54	0.59 0.59	1.00 1.00	8.38 8.38	0.09 0.09
13.	Kotak Small Cap Fund Kotak Small Cap Fund	Small Cap Fund Small Cap Fund	Growth Growth	15,157.49 15,157.49	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	306.64 306.64	8.17 8.17	10.97 10.97	17.37 17.37	0.60 0.60	1.00 1.00	15.08 15.08	0.39 0.39
14.	Kotak Multi Asset Allocation Fund Kotak Multi Asset Allocation Fund	Multi Asset Allocation Fund Multi Asset Allocation Fund	Growth Growth	12,073.43 12,073.43	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	16.55 16.55	1.62 1.62	30.29 30.29	- -	0.44 0.44	1.00 1.00	14.92 14.92	1.53 1.53
15.	Kotak Large Cap Fund Kotak Large Cap Fund	Large Cap Fund Large Cap Fund	Growth Growth	9,794.47 9,794.47	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	648.90 648.90	-4.65 -4.65	3.32 3.32	14.21 14.21	0.65 0.65	1.00 1.00	13.26 13.26	-0.02 -0.02
16.	Kotak Equity Savings Fund Kotak Equity Savings Fund	Equity Savings Equity Savings	Growth Growth	9,467.97 9,467.97	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	30.11 30.11	0.92 0.92	8.87 8.87	12.01 12.01	0.68 0.68	1.00 1.00	5.60 5.60	0.72 0.72
17.	Kotak Aggressive Hybrid Fund Kotak Aggressive Hybrid Fund	Aggressive Hybrid Fund Aggressive Hybrid Fund	Growth Growth	7,811.59 7,811.59	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	76.19 76.19	1.58 1.58	12.15 12.15	16.39 16.39	0.52 0.52	1.00 1.00	12.19 12.19	0.60 0.60
18.	Kotak Income Plus Arbitrage Omni FOF Kotak Income Plus Arbitrage Omni FOF	FoFs (Domestic) - Hybrid FoFs (Domestic) - Hybrid	Growth Growth	7,746.81 7,746.81	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	12.95 12.95	1.21 1.21	5.75 5.75	7.75 7.75	0.07 0.07	- -	0.79 0.79	1.89 1.89
19.	Kotak Overnight Fund Kotak Overnight Fund	Overnight Fund Overnight Fund	Growth Growth	7,487.14 7,487.14	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	1,444.62 1,444.62	1.25 1.25	5.41 5.41	6.26 6.26	0.07 0.07	- -	0.01 0.01	-38.96 -38.96
20.	Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund	Index Funds - Debt Oriented Index Funds - Debt Oriented	Growth Growth	6,825.46 6,825.46	Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited	13.00 13.00	1.52 1.52	6.35 6.35	7.47 7.47	0.20 0.20	0.15 0.15	0.72 0.72	3.14 3.14

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Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

Selection criteria: AMC: Kotak Mahindra Asset Management Ltd | AUM: Sorted from Highest to Lowest

What are Kotak Mutual Funds?

Kotak Mutual Funds are investment schemes run by Kotak Mahindra Asset Management Company (KMAMC), which has been operating since 1998. These funds collect money from various investors and deploy it across different asset classes like equities (stocks), debt (bonds), and money market instruments, based on each fund's specific mandate and investment approach. With over 1.31 cr folios, the fund house offers equity schemes, debt options, hybrid funds, ETFs, and tax-saving ELSS funds to suit different investor needs and risk appetites.

Key Information About Kotak Funds Management Ltd

Category	Details
AMC Name	Kotak Mahindra Asset Management Company Limited (KMAMC)
Founded	December 1998
Headquarters	Mumbai, Maharashtra, India
Parent Company	Kotak Mahindra Bank Limited
Industry	Investment Management
Assets Under Management (AUM)	₹4.78 lakh cr (approximately $58 bn)
Investor Folios	Over 1.31 cr (13 mn)
Number of Schemes	Over 260 mutual fund schemes
Portfolio Management Services (PMS)	Customised investment portfolios for high-net-worth individuals and institutional clients
Pension Fund Management	Manager for National Pension System (NPS) assets through Kotak Mahindra Pension Fund Ltd.
Alternative Investment Funds (AIFs)	Offers private equity, real estate funds, and other alternative asset classes through the Kotak Investment Advisors unit
Distribution Network	Operates 100 branches across 80 cities in India; over 99,000 empanelled distributors as of 2025

Types of Funds Offered by Kotak Mutual Fund

Kotak Equity Funds

Kotak Mahindra Asset Management has built an extensive equity fund portfolio that spans different market capitalisations. Investors can pick from large-cap, mid-cap, and small-cap funds depending on what suits their goals. The company manages more than 50 equity schemes, giving investors plenty of choices based on their risk tolerance, investment horizon, and preferred sectors.

Kotak Debt Funds

Debt funds invest in fixed-income securities—such as government bonds, corporate bonds, and money market instruments. Kotak runs over 30 debt schemes, ranging from conservative short-term options to longer-term strategies aimed at generating steady income.

Kotak Hybrid Funds

Hybrid funds strike a balance by mixing equity and debt investments. Kotak's selection of more than 20 hybrid schemes works well for investors seeking moderate risk and consistent returns. These funds can shift their mix of stocks and bonds as market conditions change.

Kotak Tax Saving Funds (ELSS)

Kotak's ELSS funds qualify for deductions under Section 80C of the Income Tax Act. With around 10 ELSS schemes available, investors can enjoy the dual benefits of tax savings and potential long-term growth through equity investments.

Kotak Exchange-Traded Funds (ETFs)

ETFs track specific indices or sectors without active management. Kotak offers approximately 5 ETF schemes for investors seeking low-cost entry into the stock market, with built-in diversification and easy trading.

Kotak Fund of Funds (FoF)

Kotak's 5 Fund of Funds schemes invest in other mutual funds rather than directly in stocks or bonds. This approach suits investors who prefer a more hands-off strategy while gaining exposure to global markets or specific sectors.

Overview Top Kotak Mutual Fund Schemes

Kotak Arbitrage Fund

Kotak Arbitrage Fund takes advantage of price differences between cash and derivative markets. By focusing on arbitrage opportunities, it offers relatively stable returns even when markets get choppy.

Kotak Midcap Fund

Kotak Midcap Fund focuses on medium-sized companies with strong growth prospects. It's designed for investors willing to take on moderate risk in exchange for potentially higher returns over time.

Kotak Flexicap Fund

With no fixed allocation across market caps, the Kotak Flexicap Fund moves between large, mid, and small-cap stocks as opportunities arise. The flexibility helps the fund manager respond to market shifts while pursuing capital growth.

Kotak Liquid Fund

Kotak Liquid Fund is a liquid debt fund that invests in high-quality debt instruments, such as treasury bills and commercial papers, prioritising liquidity and stability.

Kotak Money Market Fund

Kotak Money Market Fund focuses on short-term debt securities. It's built for conservative investors who value safety and easy access to their money over chasing high returns.

How to Invest in Kotak Mutual Funds?

Here’s how you can identify and invest in top Kotak Mutual Funds with Tickertape Mutual Fund Screener -

Launch Tickertape Mutual Fund Screener.
Add a filter “AMC” and select “Kotak Mahindra Asset Management Company Ltd”.
Sort out the top Kotak mutual funds based on over 50 fundamental and technical filters.
After identifying the Kotak mutual funds, that align with your investment thesis, click on “Place Order” to invest the Kotak mutual funds.

With Tickertape Mutual Fund Screener, you can invest ‘lumpsum’ or start a ‘SIP’ in Kotak mutual funds. Moreover, by connecting your portfolio , you can do a deep analysis of your portfolio and assess its performance.

Top Kotak Mutual Fund Managers

Nilesh Shah

As Managing Director of Kotak Mahindra Asset Management Company, Nilesh Shah brings over 28 years of capital markets expertise. His career includes senior roles at Axis Capital, ICICI Prudential Asset Management, and Franklin Templeton Mutual Fund.

Harsha Upadhyaya

Harsha Upadhyaya heads equity investments as Chief Investment Officer at Kotak Mahindra Asset Management Company. She's responsible for shaping the firm's equity strategies and managing investment portfolios.

Shibani Kurian

A Senior Fund Manager at Kotak Mahindra Asset Management Company, Shibani Kurian, specialises in equity research and portfolio management, focusing on creating value through well-researched investment decisions.

Devender Singhal

Devender Singhal manages equity portfolios as a Senior Fund Manager at Kotak Mahindra Asset Management Company. His experience helps him navigate complex market dynamics effectively.

Abhishek Bisen

Specialising in debt instruments, Abhishek Bisen serves as Senior Fund Manager at Kotak Mahindra Asset Management Company. He manages fixed-income portfolios with an eye on balancing returns against risk.

Risks Associated with Kotak Mutual Funds

Market-Linked Volatility

Kotak Mutual Fund offers equity, debt, hybrid, passive, and FoF schemes. Since returns are market-linked, equity and hybrid schemes can fluctuate with stock prices, interest rates, liquidity conditions, and broader market sentiment.

Category-Specific Risk

Kotak Mutual Fund had 114 schemes, including 26 equity, 15 debt, 6 hybrid, 54 passive, and 12 FoF schemes. Each category carries different risks, so returns can vary widely across funds.

Interest Rate and Credit Risk

Debt schemes may be affected by interest rate changes and issuer credit quality. For example, Kotak Low Duration Fund had ₹42,746.41 cr. AUM as of February 2026, showing its scale within debt categories.

Fund-Size and Liquidity Risk

Kotak Mutual Fund’s total AUM crossed ₹6 lakh cr. as of March 2026. Large fund sizes may influence portfolio flexibility, liquidity management, and execution, especially in categories with less liquid securities.

Factors to Consider Before Investing in Kotak Mutual Funds

Fund Category and Objective

Kotak Mutual Fund offers schemes across equity, debt, hybrid, passive, and FoF categories. Understanding the scheme category, benchmark, and investment objective helps explain its expected risk and return behaviour.

AUM and Investor Base

Kotak Mutual Fund was the 5th largest mutual fund house by quarterly AUM as of March 2026. It also had over 1.51 cr. investor folios, reflecting its large investor base.

Portfolio Composition

Portfolio allocation differs across Kotak schemes. Hybrid funds, for example, may invest across equity, debt, and other asset classes based on the scheme objective, which can change the fund’s risk profile.

Expense Ratio and Exit Load

Costs can affect net returns. For instance, Kotak Debt Hybrid Fund had an AUM of ₹2,863 cr. as of March 2026, with scheme-level expense ratio and exit-load details that investors may review before evaluation.

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Documents Required to Invest in Kotak Mutual Funds

Here are a few documents you may require to invest in Kotak Mutual Funds

PAN Card
Proof of Identity (PoI)li>
Proof of Address (PoA)
Bank Account Proof
FATCA Declaration

Note: For latest details visit Kotak’s official AMC website.

Conclusion

Kotak Mutual Funds cover various asset classes, giving investors multiple options to choose from. When picking a fund, it helps to look at factors like the fund's size, its past performance, and the risks it entails. This way, you can find something that actually fits what you're trying to achieve financially and build a more balanced investment portfolio over time. You can utilise the Tickertape Mutual Funds Screener and conduct fundamental and technical analysis based on various factors and the 50+ available filters to aid your decision-making.

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Frequently Asked Questions About Kotak Mutual Funds

How to invest in Kotak Mutual Funds?
Here’s how you can invest in Kotak Mutual Funds,
1. Launch Tickertape Mutual Fund Screener.
2. Select the Kotak Mutual Funds that aligns with your investment goals.
3. Click on “Place Order” and select the option “SIP” or "Lumpsum". Enter the amount and confirm “OK”
Your order will be placed.
How to calculate Kotak mutual fund returns?
Kotak Mutual Fund returns can be calculated using investment value, initial amount, and dividends received. You can also use Tickertape’s Mutual Funds Screener to review Kotak fund performance and historical returns.
Does Kotak Mutual Fund offer tax-free mutual fund schemes?
Kotak Mutual Fund offers tax-saving options through ELSS. While returns are taxable, eligible investments may qualify for Section 80C deductions. Investors may also compare schemes such as Kotak bluechip fund for category-level context.
How can I cancel the ongoing SIP in a Kotak Mutual Fund scheme?
Kotak Mutual Fund SIP cancellation can be done through the official website, app, or brokerage platform. The process may also apply to schemes such as Kotak multicap fund direct growth if an SIP is active there.
How to withdraw money from Kotak Mutual Fund?
Withdrawing money from Kotak Mutual Fund involves logging in, selecting the redeem option, choosing the scheme and amount, and confirming the transaction. Investors can also search for Kotak mutual fund redemption online details.
What are the redemption charges of the Kotak Mutual Fund?
Kotak Mutual Funds generally do not charge a redemption fee, but exit load may apply depending on the scheme and holding period. Charges can vary across schemes such as Kotak arbitrage fund.
Which are the top-performing Kotak Mutual Funds?
Here are the top Kotak mutual funds based on their 5Y CAGR:
How to increase the SIP amount in Kotak Mutual Funds?
SIP amount changes can be made through the Kotak Mutual Fund website, app, or brokerage platform by selecting the active SIP and updating future contributions. This may also apply to Kotak mid cap advantage fund.
How to choose the best Kotak Mutual Funds before investing?
Kotak Mutual Funds can be evaluated by reviewing goals, risk profile, asset allocation, expense ratio, and historical performance. Information from Kotak asset management can also help understand scheme strategy and portfolio details.

Disclaimer: This article is for informational purposes only. The content of the article including securities/investment products mentioned if any, should not in any manner be construed as an investment advice, recommendation, offer, solicitation to buy/hold/sell any securities/investment products. The securities quoted if any, are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.