Top Kotak Mutual Funds - SIP Schemes, Performance, Returns 2025

Best Kotak Mutual Funds (2025)
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.
Showing 1 - 20 of 92 results
| NameMFs (92)↓ | ↓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 | 71,517.53 71,517.53 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 40.91 40.91 | 1.56 1.56 | 7.13 7.13 | 7.91 7.91 | 0.44 0.44 | 0.25 0.25 | 0.83 0.83 | 3.43 3.43 | |
| 2. | Kotak Midcap Fund Kotak Midcap Fund | Mid Cap Fund Mid Cap Fund | Growth Growth | 58,299.59 58,299.59 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 159.43 159.43 | 2.23 2.23 | 4.67 4.67 | 22.26 22.26 | 0.37 0.37 | 1.00 1.00 | 16.45 16.45 | 0.17 0.17 | |
| 3. | Kotak Flexicap Fund Kotak Flexicap Fund | Flexi Cap Fund Flexi Cap Fund | Growth Growth | 54,083.13 54,083.13 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 97.01 97.01 | 2.89 2.89 | 7.27 7.27 | 16.73 16.73 | 0.59 0.59 | 1.00 1.00 | 13.36 13.36 | 0.36 0.36 | |
| 4. | Kotak Money Market Fund Kotak Money Market Fund | Money Market Fund Money Market Fund | Growth Growth | 35,100.22 35,100.22 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 4,642.24 4,642.24 | 1.48 1.48 | 7.67 7.67 | 7.65 7.65 | 0.21 0.21 | - - | 0.41 0.41 | 8.77 8.77 | |
| 5. | Kotak Liquid Fund Kotak Liquid Fund | Liquid Fund Liquid Fund | Growth Growth | 34,080.38 34,080.38 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 5,439.77 5,439.77 | 1.46 1.46 | 6.76 6.76 | 7.08 7.08 | 0.20 0.20 | 0.01 0.01 | 0.12 0.12 | 3.24 3.24 | |
| 6. | Kotak Large & Midcap Fund Kotak Large & Midcap Fund | Large & Mid Cap Fund Large & Mid Cap Fund | Growth Growth | 28,380.64 28,380.64 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 400.09 400.09 | 4.10 4.10 | 4.53 4.53 | 19.34 19.34 | 0.53 0.53 | 1.00 1.00 | 14.25 14.25 | 0.14 0.14 | |
| 7. | Kotak Multicap Fund Kotak Multicap Fund | Multi Cap Fund Multi Cap Fund | Growth Growth | 20,284.98 20,284.98 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 21.05 21.05 | 7.37 7.37 | 5.57 5.57 | 23.92 23.92 | 0.43 0.43 | 1.00 1.00 | 15.36 15.36 | 0.23 0.23 | |
| 8. | Kotak Corporate Bond Fund Kotak Corporate Bond Fund | Corporate Bond Fund Corporate Bond Fund | Growth Growth | 18,909.15 18,909.15 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 4,043.78 4,043.78 | 1.56 1.56 | 8.67 8.67 | 8.19 8.19 | 0.35 0.35 | - - | 1.10 1.10 | 4.08 4.08 | |
| 9. | Kotak Bond Short Term Fund Kotak Bond Short Term Fund | Short Duration Fund Short Duration Fund | Growth Growth | 18,310.36 18,310.36 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 58.81 58.81 | 1.47 1.47 | 8.50 8.50 | 8.19 8.19 | 0.39 0.39 | - - | 0.95 0.95 | 4.54 4.54 | |
| 10. | Kotak Small Cap Fund Kotak Small Cap Fund | Small Cap Fund Small Cap Fund | Growth Growth | 17,480.17 17,480.17 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 303.10 303.10 | 0.95 0.95 | -7.33 -7.33 | 17.07 17.07 | 0.53 0.53 | 1.00 1.00 | 16.01 16.01 | -0.57 -0.57 | |
| 11. | Kotak Balanced Advantage Fund Kotak Balanced Advantage Fund | Balanced Advantage Fund Balanced Advantage Fund | Growth Growth | 17,475.08 17,475.08 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 22.66 22.66 | 2.64 2.64 | 6.42 6.42 | 13.01 13.01 | 0.56 0.56 | 1.00 1.00 | 7.86 7.86 | 0.35 0.35 | |
| 12. | Kotak Savings Fund Kotak Savings Fund | Ultra Short Duration Fund Ultra Short Duration Fund | Growth Growth | 15,148.65 15,148.65 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 45.97 45.97 | 1.54 1.54 | 7.46 7.46 | 7.48 7.48 | 0.37 0.37 | - - | 0.38 0.38 | 8.78 8.78 | |
| 13. | Kotak Low Duration Fund Kotak Low Duration Fund | Low Duration Fund Low Duration Fund | Growth Growth | 14,356.72 14,356.72 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 3,740.00 3,740.00 | 1.62 1.62 | 8.11 8.11 | 7.94 7.94 | 0.42 0.42 | - - | 0.52 0.52 | 7.65 7.65 | |
| 14. | Kotak Large Cap Fund Kotak Large Cap Fund | Large Cap Fund Large Cap Fund | Growth Growth | 10,426.76 10,426.76 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 674.06 674.06 | 4.14 4.14 | 6.75 6.75 | 16.13 16.13 | 0.62 0.62 | 1.00 1.00 | 12.40 12.40 | 0.29 0.29 | |
| 15. | Kotak Multi Asset Allocation Fund Kotak Multi Asset Allocation Fund | Multi Asset Allocation Fund Multi Asset Allocation Fund | Growth Growth | 8,958.44 8,958.44 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 14.81 14.81 | 9.17 9.17 | 13.56 13.56 | - - | 0.45 0.45 | 1.00 1.00 | 10.56 10.56 | 0.92 0.92 | |
| 16. | Kotak Equity Savings Fund Kotak Equity Savings Fund | Equity Savings Equity Savings | Growth Growth | 8,782.37 8,782.37 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 29.60 29.60 | 3.61 3.61 | 8.05 8.05 | 12.65 12.65 | 0.67 0.67 | 1.00 1.00 | 5.49 5.49 | 0.77 0.77 | |
| 17. | Kotak Overnight Fund Kotak Overnight Fund | Overnight Fund Overnight Fund | Growth Growth | 8,499.22 8,499.22 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 1,408.44 1,408.44 | 1.36 1.36 | 6.02 6.02 | 6.46 6.46 | 0.08 0.08 | - - | 0.02 0.02 | -4.51 -4.51 | |
| 18. | Kotak Aggressive Hybrid Fund Kotak Aggressive Hybrid Fund | Aggressive Hybrid Fund Aggressive Hybrid Fund | Growth Growth | 8,116.15 8,116.15 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 75.02 75.02 | 3.11 3.11 | 5.78 5.78 | 16.44 16.44 | 0.48 0.48 | 1.00 1.00 | 11.43 11.43 | 0.24 0.24 | |
| 19. | 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 | 7,340.48 7,340.48 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 12.62 12.62 | 1.33 1.33 | 7.90 7.90 | 8.02 8.02 | 0.20 0.20 | 0.15 0.15 | 0.83 0.83 | 4.55 4.55 | |
| 20. | Kotak Income Plus Arbitrage Omni FOF Kotak Income Plus Arbitrage Omni FOF | FoFs (Domestic) - Hybrid FoFs (Domestic) - Hybrid | Growth Growth | 6,948.60 6,948.60 | Kotak Mahindra Asset Management Company Limited Kotak Mahindra Asset Management Company Limited | 12.65 12.65 | 1.55 1.55 | 7.90 7.90 | - - | 0.07 0.07 | - - | 0.72 0.72 | 5.10 5.10 |
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
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 how much risk they're comfortable with, their investment timeline, and which sectors interest them most.
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 that range 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 who want moderate risk with 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 who want a 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.
About Top Kotak Mutual Funds in 2025
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 zeros in on medium-sized companies that show 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
Harsha Upadhyaya
Shibani Kurian
Devender Singhal
Abhishek Bisen
Risks Associated with Kotak Mutual Funds
Fund Strategy Risk
Regulatory Risk
Inflation Risk
Currency Risk
Managerial Turnover Risk
Factors to Consider Before Investing in Kotak Mutual Funds
Fund's Historical Performance
Fund Liquidity
Fund Size and Asset Growth
Active vs. Passive Management
Investor Redemption Behaviour
Sector-Specific Risks
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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 things like the fund's size, how it's performed in the past, and what risks come with it. 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 Fund Screener and conduct fundamental and technical analysis based on various factors and the 50+ available filters to aid your decision-making.
Popular Stock Collections
Popular Mutual Fund Collections
Frequently Asked Questions About Kotak Mutual Funds
How to start Kotak mutual fund SIP online?
Here’s how you can start a SIP 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”. Enter the SIP amount and confirm “OK”
Your order will be placed.How to calculate Kotak mutual fund returns?
Here’s how you can calculate returns on your Kotak mutual fund investement -
Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100
With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get latest data on the Kotak mutual fund’s performance.Does Kotak mutual fund offer tax-free mutual fund schemes?
Kotak mutual fund offers tax-saving options, particularly through its Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act.
Disclaimer: You can check the latest information about Kotak ELSS funds on Tickertape Mutual Fund Screener.How to cancel/stop Kotak mutual fund SIP?
To cancel Kotak mutual fund SIP, please refer to the official website.
Disclaimer: Please do your own research or consult your financial advisor before making financial decision.How to withdraw money from Kotak Mutual Funds?
Here’s how to withdraw/redeem from Kotak mutual fund on Tickertape Mutual Fund Screener -
- Step 1 - Select the Kotak mutual fund you want to redeem
- Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
- Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
- Step 4 - Find the Kotak mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”),
- Step 5 - Tap on the mutual fund name to open its details page.
- Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process.
- Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption.
- Step 8 - Confirm your bank account details.
- Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.
What are the redemption charges of Kotak mutual funds?
Kotak mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on Tickertape Mutual Fund Screener.Which are the top-performing funds of 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
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.How to increase the SIP amount in Kotak mutual funds?
To increase the SIP amount for Kotak mutual fund, you can do it from your broker account or from Kotak mutual fund official website.How to choose the best Kotak Mutual Funds before investing?
Here’s how to choose the best Kotak mutual fund for investing -
- Assess your risk tolerance.
- Analyse the fund’s performance on Tickertape Mutual Fund Screener.
- Compare the expense ratio.
- Evaluate portfolio diversification across sectors, market caps, and asset classes.
- Understand tax implications as equity and debt funds are taxed differently.
- Check for exit load and lock-in period.
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.