Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund was established in 1998 to offer mutual funds that cater to investors who have varying risk-return profiles. Since its inception, it has become one of the leading AMCs in India.

An impressive range of investment products across asset classes has helped fund houses generate a large number of investor folios. It offers a wide range of fund schemes and exchange-traded funds as well as mutual fund schemes in equity, debt and hybrid categories.

The fund house strives to deliver consistent performance on the benchmark across all its products to create customer satisfaction. It aspires to be a responsible player in the Indian mutual fund space.

Reason’s to choose Kotak Mahindra Mutual Fund

SIP Calculator – Kotak Mahindra Mutual Fund

  • Step 1

    Go to the Kotak Mahindra Mutual Fund SIP calculator link

  • Step 2

    Select Your Dream Plan for SIP

  • Step 3

    Enter Your Details And Check Result

Top 5 Kotak Mahindra Mutual Fund

1. Kotak Emerging Equity Scheme

When you invest for seven years or longer, you can expect gains that comfortably beat the inflation rate and are higher than fixed income options.

It is a fund that invests in medium-sized companies. Compared to those investing in large companies, such funds tend to fall more when stock prices fall. Therefore, you can expect higher returns in the long term, but more severe fluctuations along the way.

Returns

Fund Name 3 Year (%) 5 Year (%) Category NAV
Kotak Emerging Equity Scheme
6.95
14.23
Equity Fund
40.79

2. Kotak Standard Multi Cap Fund

When you invest for five years or longer, you can expect gains that comfortably beat the inflation rate and are higher than fixed income options. But be prepared for fluctuations in your investment value along the way.

It is a multi-cap fund where the fund management team has complete freedom to invest in companies of various sizes, where it expects a maximum profit. This versatility makes multi-cap funds the most suitable for equity fund investors as the task of stock selection is left entirely to the fund manager, who is the very idea of ​​investing in mutual funds.

Returns

Fund Name 3 Year (%) 5 Year (%) Category NAV
Kotak Standard Multi Cap Fund
10.18
13.35
Equity Fund
37.2

3. Kotak Banking and PSU Debt Fund

It is a fund that invests mainly in bonds issued by banks, public sector undertakings (PSUs) and public financial institutions.

Like most other debt fund categories, we believe retail investors can avoid this as well. In our opinion, debt funds only make sense for retail investors if they are investing for 3 years or less. For that type of investment horizon, liquid debt funds and short-term debt funds are more suitable.

Returns

Fund Name 3 Year (%) 5 Year (%) Category NAV
Kotak Banking and PSU Debt Fund
8.16
8.75
Deb Mutual Fund
45.62

Warning: If you need to capitalize your investment in less than three years, do not invest in this or any other aggressive hybrid fund.

4. Kotak Asset Allocator Fund

When you invest for three years or longer, you can expect a profit beating the inflation rate and slightly higher than fixed income options. But be prepared for some fluctuations in your investment value along the way.

Conservative hybrid funds invest a quarter of your money in equity shares and the rest in bonds and commodities. Given their underlying investments, these funds provide a viable option for regular income seekers.

Returns

Fund Name 3 Year (%) 5 Year (%) Category NAV
Kotak Asset Allocator Fund
---
---
Hybrid Mutual Fund
10.94

Warning: If you need to capitalize your investment in less than three years, do not invest in this or any other aggressive hybrid fund.

5. Kotak Debt Hybrid Fund

When you invest for three years or longer, you can expect a profit beating the inflation rate and slightly higher than fixed income options. But be prepared for some fluctuations in your investment value along the way.

Conservative hybrid funds invest a quarter of your money in equity shares and the rest in bonds and commodities. Given their underlying investments, these funds provide a viable option for regular income seekers.

Returns

Fund Name 3 Year (%) 5 Year (%) Category NAV
Kotak Debt Hybrid Fund
6.71
7.15
Hybrid Mutual Fund
28.27

Leave a Comment

Your email address will not be published. Required fields are marked *