Kotak Mahindra Mutual Fund

About Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund is the 5th Largest AMC in India. It is a fully owned part of the conglomerate group Kotak Mahindra Bank Limited (KMBL).

The fund house started its operations in 1998. Today it is catering to a large investor base of 1.21 crore investors, has a presence in over 95 cities, and provides a comprehensive product bucket.

The Kotak AMC was among the first few private firms appointed by the government to manage pension funds in India.

It is currently managing Rs. 4,88,984 crore worth of investment as of January 2025.

The top funds of the AMC are the Kotak Flexi Cap Fund, the Kotak Emerging Equity Fund, and the Kotak Equity Arbitrage Fund.

They envision becoming the most trusted player in the mutual fund space.

Why Invest with Swaraj Finpro?

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Top 5 Mutual Fund schemes for Kotak Mahindra finance company

Mutual Fund Schemes 1 Year (%) 3 Year (%) 5 Year (%) Actions
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Calculate the future value of your mutual fund investment

Investment Amount

Number of Years

Total Invested : 6,00,000

Gains : 56,200,000

Current value : 1,16,20,000

Steps to invest in Kotak Mahindra Schemes

With Swaraj Finpro, you can invest in a Kotak Mahindra Mutual Fund online and at home.

Download the Swaraj Finpro app from the Play Store or App Store.

Complete your registration with a mobile number, email ID, and PAN number.

Do the KYC process with documents like PAN, AADHAR, bank details (canceled cheque and passbook), and E-sign (with AADHAR).

Activate your IIN to place online transactions.

Do the ACH Mandate and start investing.

Don't worry if you find this process overwhelming then our relationship managers will help you out at every step.

Key details about Kotak Mahindra asset management company

Mutual Fund Name Kotak Mahindra Mutual Fund
Asset management company name Kotak Mahindra Asset Management Company Limited
AMC Setup Date 23 June 1998
AMC Incorporation Date 2 August 1994
Sponsor name Kotak Mahindra Bank Limited
Trustee organisation Kotak Mahindra Trustee Co. Limited
Chairman Mr. Uday Kotak
MD and CEO
CIO Mr. Harsha Upadhyaya, Mr. Harsha Upadhyaya
Compliance Officer Ms. Jolly Bhatt
Investor Service Officer Ms. Sushma Mata

Contact Details

Feel free to contact Kotak Mahindra Mutual Fund regarding any queries at the following address:

Office Address: 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051

Phone: 61152100

Email:
fundaccops@kotakmutual.in