Kotak Mutual Fund is a large Indian asset manager. Kotak AMC is a fund house asset manager. Kotak Mahindra Bank Limited bought the fund house in June 1998 and invested in mutual funds. Fund house serves 8.1 million investors and 50,000 distributors. The fund house had 5th-highest quarterly AUM in Mar 2023. Kotak Mutual Fund had Rs 4,68,073 crores AUM on August 2024.
Over 77 Kotak Mutual Fund plans are offered. These include 41 equity, 25 debt, 7 hybrid, and 4 others. As of March 2024, Kotak Mutual Fund has 6.93% industry AUM. Kotak Flexicap Fund, Equity Arbitrage, and Emerging Equity Fund had the most AUM in March 2024.
How to Invest in Kotak Mahindra Mutual Fund on Swaraj Finpro.
Investing in Kotak Mahindra Mutual Fund online is a convenient process and you can do so by following the few simple steps mentioned below:
Step 1. Log-in to your Swaraj Finpro account or register if you don’t have one.
Step 2. Upload your identity proof documents (Aadhaar, Voter ID, PAN, Passport, Driving License, Central or State Government ID card, etc.)
Step 3. Upload your proof of address documents (any identity proof documents with your permanent address, etc.)
Step 4. Select the investment period of your preference.
Step 5. Choose your risk appetite - low, mid, or high.
Step 6. Choose your preferred Kotak Mahindra Mutual Fund.
Step 7. Click on “Invest One Time” if you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.
The Kotak Mahindra Mutual Fund
in India you have invested in will show in your Swaraj Finpro account within 3 to 4 working days.
Lets have a closer look
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The Kotak Nifty Alpha 50 ETF Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Kotak Nifty Alpha 50 ETF Fund comes under the Equity category of Kotak Mahindra Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Kotak Nifty Alpha 50 ETF via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to replicate the composition of the NIFTY Alpha 50 Index and to generate returns that are commensurate with the performance of the NIFTY Alpha 50 Index, subject to tracking errors.
Fund Performance: The Kotak Nifty Next 50 Index Fund Fund has given 23.53% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Kotak Nifty Next 50 Index Fund Fund comes under the Equity category of Kotak Mahindra Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Kotak Nifty Next 50 Index Fund via lump sum is ₹ 100 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to replicate the composition of the Nifty Next 50 and to generate returns that are commensurate with the performance of the NIFTY Next 50 Index, subject to tracking errors.
Fund Performance: The Kotak Nifty 200 Momentum 30 Index Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Kotak Nifty 200 Momentum 30 Index Fund Fund comes under the Equity category of Kotak Mahindra Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Kotak Nifty 200 Momentum 30 Index Fund via lump sum is ₹ 100 and via SIP is ₹ 100.
Scheme Objective: The scheme seeks to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors.
Fund Performance: The Kotak Nifty Smallcap 50 Index Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Kotak Nifty Smallcap 50 Index Fund Fund comes under the Equity category of Kotak Mahindra Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Kotak Nifty Smallcap 50 Index Fund via lump sum is ₹ 100 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to replicate the composition of the Nifty Smallcap 50 Index and to generate returns that are commensurate with the performance of the Nifty Small cap 50 Index, subject to tracking errors.
Fund Performance: The Kotak Quant Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Kotak Quant Fund Fund comes under the Equity category of Kotak Mahindra Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Kotak Quant Fund via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on quant model theme.
Kotak Mahindra Mutual Fund
