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Kotak Mahindra Mutual Fund is among the top 10 Asset Management Companies (AMC) in India in terms of Assets under Management (AuM) size. The fund house’s Average Assets Under Management in the December 2020 quarter was INR 21,622,792.11.
The asset manager of Kotak Mahindra Mutual Fund (KMMF) is Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly-owned subsidiary of Kotak Mahindra Bank Limited. The Kotak Mahindra Group was established in 1985 and has a legacy of over thirty years in the financial sector.
The group received a banking license in 2003 and earned the distinction of becoming the first-ever non-banking financial company to get a banking license. The Kotak Mahindra Group’s consolidated net worth exceeds US$ 5 billion. It provides services in commercial banking, mutual funds, stockbroking, investment banking, and life insurance.
Besides hundreds of branches, the group also has an International Business Unit in Gujarat’s GIFT City and several international offices in Singapore, Mauritius, Dubai, London, New York, and Abu Dhabi. Kotak Mahindra AMC launched its operations in December 1998 and presently has over 74 lakh active investors investing in various mutual fund schemes.
It has more than 85 branches in more than 82 Indian cities targeting all categories of investors. According to industry estimates, almost 95% of DSP mutual fund schemes provide benchmark-beating returns in their category. Kotak Mahindra AMC is the first AMC in India to launch a gilt scheme that invests solely in government securities.
Fund | Category | Risk | 1Y Returns | Ratings | Fund size ( in Cr) |
---|---|---|---|---|---|
Money Market | Moderate Risk | 6.43683 |
5
|
₹28768.9398 | |
Allocation | Moderately High risk | 12.17288 |
5
|
₹1891.0472 | |
Fixed Income | Moderate Risk | 6.82225 |
5
|
₹6329.3731 | |
Fixed Income | Moderate Risk | 5.67891 |
4
|
₹10287.0138 | |
Fixed Income | Moderate Risk | 6.31422 |
4
|
₹10559.4811 | |
Fixed Income | Moderate Risk | 5.67891 |
4
|
₹10287.0138 | |
Equity | Very High Risk | 27.06322 |
4
|
₹43.8949 | |
Equity | Very High Risk | 24.65369 |
4
|
₹29758.5003 | |
Fixed Income | Moderate Risk | 6.43612 |
4
|
₹9351.184 | |
Fixed Income | Moderate Risk | 6.60236 |
4
|
₹2554.477 | |
Alternative | Low Risk | 6.39686 |
4
|
₹22512.6529 | |
Fixed Income | Low to Moderate Risk | 6.2689 |
4
|
₹13212.4452 | |
Fixed Income | Moderate Risk | 7.14382 |
4
|
₹1702.659 | |
Fixed Income | Moderate Risk | 7.14381 |
4
|
₹1702.659 | |
Allocation | Moderately High risk | 13.19368 |
4
|
₹2535.4595 | |
Equity | Very High Risk | 24.65154 |
4
|
₹29758.5003 | |
Equity | Very High Risk | 27.70146 |
4
|
₹1688.0623 | |
Equity | Very High Risk | 21.61584 |
4
|
₹6080.8949 | |
Allocation | Moderately High risk | 11.25044 |
4
|
₹1891.0472 | |
Fixed Income | Low to Moderate Risk | 6.7756 |
4
|
₹17588.9714 | |
Allocation | Very High Risk | 18.40763 |
4
|
₹3841.1573 | |
Equity | Very High Risk | 26.68717 |
4
|
₹13765.5318 | |
Fixed Income | Moderate Risk | 6.59148 |
4
|
₹10287.0138 | |
Equity | Very High Risk | 25.51115 |
4
|
₹3855.2552 | |
Fixed Income | High Risk | 6.77836 |
3
|
₹1063.0111 | |
Fixed Income | High Risk | 6.77863 |
3
|
₹1063.0111 | |
Fixed Income | Moderate Risk | 5.83176 |
3
|
₹6329.3731 | |
Equity | Very High Risk | 25.50967 |
3
|
₹3855.2552 | |
Equity | Very High Risk | 23.11934 |
3
|
₹10829.6832 | |
Equity | Very High Risk | 23.11999 |
3
|
₹10829.6832 | |
Allocation | Moderately High risk | 16.24258 |
3
|
₹2535.4595 | |
Allocation | Moderately High risk | 16.24258 |
3
|
₹2535.4595 | |
Fixed Income | Moderate Risk | 5.70926 |
3
|
₹10559.4811 | |
Fixed Income | Moderately High risk | 7.80115 |
3
|
₹2091.4111 | |
Fixed Income | Moderately High risk | 5.68444 |
3
|
₹2091.4111 | |
Fixed Income | High Risk | 6.77819 |
3
|
₹1063.0111 | |
Fixed Income | High Risk | 6.77863 |
3
|
₹1063.0111 | |
Equity | Very High Risk | 23.72923 |
3
|
₹2318.6431 | |
Fixed Income | High Risk | 6.77836 |
3
|
₹1063.0111 | |
Fixed Income | Moderately High risk | 5.68524 |
3
|
₹2091.4111 | |
Fixed Income | Moderate Risk | 6.43679 |
3
|
₹9351.184 | |
Fixed Income | Moderate Risk | 5.89136 |
3
|
₹1702.659 | |
Fixed Income | Low to Moderate Risk | 5.31757 |
3
|
₹13212.4452 | |
Fixed Income | High Risk | 5.31708 |
3
|
₹1063.0111 | |
Alternative | Low Risk | 6.39521 |
3
|
₹22512.6529 | |
Allocation | Very High Risk | 18.40952 |
3
|
₹3841.1573 | |
Fixed Income | Moderate Risk | 6.81413 |
3
|
₹6329.3731 | |
Fixed Income | Low to Moderate Risk | 7.86037 |
3
|
₹2415.8054 | |
Equity | Very High Risk | 21.6154 |
3
|
₹6080.8949 | |
Fixed Income | Low to Moderate Risk | 3.88442 |
3
|
₹17588.9714 | |
Fixed Income | Low to Moderate Risk | 6.14132 |
3
|
₹17588.9714 | |
Fixed Income | Moderate Risk | 3.56007 |
3
|
₹10559.4811 | |
Allocation | Moderately High risk | 12.36421 |
3
|
₹2535.4595 | |
Fixed Income | Moderate Risk | 6.00777 |
3
|
₹2554.477 | |
Fixed Income | Moderate Risk | 6.00777 |
3
|
₹2554.477 | |
Fixed Income | Moderate Risk | 8.96699 |
3
|
₹10287.0138 | |
Fixed Income | Moderate Risk | 6.68113 |
3
|
₹4296.8068 | |
Fixed Income | Moderate Risk | 6.68106 |
3
|
₹4296.8068 | |
Fixed Income | Moderate Risk | 6.32245 |
3
|
₹2554.477 | |
Fixed Income | Moderate Risk | 6.68113 |
3
|
₹4296.8068 | |
Fixed Income | Moderate Risk | 6.43679 |
3
|
₹9351.184 | |
Equity | Very High Risk | 30.01619 |
3
|
₹4491.2644 | |
Fixed Income | Moderate Risk | 6.60267 |
3
|
₹2554.477 | |
Fixed Income | Low to Moderate Risk | 6.14132 |
3
|
₹17588.9714 | |
Fixed Income | Moderate Risk | 5.89136 |
3
|
₹1702.659 | |
Allocation | Very High Risk | 28.18501 |
3
|
₹1011.7028 | |
Fixed Income | Moderate Risk | 6.81413 |
3
|
₹6329.3731 | |
Allocation | Very High Risk | 28.18537 |
3
|
₹1011.7028 | |
Fixed Income | Moderate Risk | 5.83176 |
3
|
₹6329.3731 | |
Equity | Very High Risk | 19.8955 |
3
|
₹2692.9866 | |
Allocation | Moderately High risk | 15.27034 |
3
|
₹14887.292 | |
Allocation | Moderately High risk | 15.2632 |
3
|
₹14887.292 | |
Equity | Very High Risk | 19.8955 |
3
|
₹2692.9866 | |
Fixed Income | Moderate Risk | 6.60267 |
3
|
₹2554.477 | |
Fixed Income | High Risk | 5.31727 |
3
|
₹1063.0111 | |
Fixed Income | Low to Moderate Risk | 7.86037 |
3
|
₹2415.8054 | |
Fixed Income | Moderate Risk | 5.83659 |
3
|
₹2554.477 | |
Fixed Income | Moderately High risk | 7.80115 |
3
|
₹2091.4111 | |
Fixed Income | Moderately High risk | 5.68444 |
3
|
₹2091.4111 | |
Fixed Income | Low to Moderate Risk | 7.86049 |
3
|
₹2415.8054 | |
Fixed Income | Low to Moderate Risk | 7.86033 |
3
|
₹2415.8054 | |
Fixed Income | Moderate Risk | 3.55523 |
3
|
₹10559.4811 | |
Equity | Very High Risk | 26.68455 |
3
|
₹13765.5318 | |
Fixed Income | High Risk | 5.31727 |
3
|
₹1063.0111 | |
Fixed Income | High Risk | 6.77819 |
3
|
₹1063.0111 | |
Equity | Very High Risk | 25.50967 |
3
|
₹3855.2552 | |
Fixed Income | Low to Moderate Risk | 3.88166 |
2
|
₹17588.9714 | |
Equity | Very High Risk | 27.69992 |
2
|
₹1688.0623 | |
Money Market | Moderate Risk | 6.32733 |
2
|
₹28768.9398 | |
Money Market | Moderate Risk | 3.17332 |
2
|
₹28768.9398 | |
Equity | Very High Risk | 27.69992 |
2
|
₹1688.0623 | |
Equity | Very High Risk | 9.9178 |
2
|
₹109.4551 | |
Equity | Very High Risk | 9.91833 |
2
|
₹109.4551 | |
Fixed Income | Moderate Risk | 6.586 |
2
|
₹10287.0138 | |
Equity | Very High Risk | 69.06475 |
2
|
₹977.3283 | |
Fixed Income | Moderate Risk | 6.586 |
2
|
₹10287.0138 | |
Fixed Income | Moderate Risk | 6.56449 |
2
|
₹6329.3731 | |
Fixed Income | Low to Moderate Risk | 1.15209 |
1
|
₹2415.8054 | |
Fixed Income | Moderate Risk | 4.73904 |
1
|
₹10287.0138 | |
Fixed Income | Low to Moderate Risk | 1.15209 |
1
|
₹2415.8054 | |
Equity | Very High Risk | 23.16977 |
0
|
₹308.3437 | |
Equity | Very High Risk | 23.16977 |
0
|
₹308.3437 | |
Fixed Income | Moderate Risk | - |
0
|
₹1715.6991 | |
Equity | Very High Risk | 35.53924 |
0
|
₹10.6265 | |
Equity | Very High Risk | 26.25746 |
0
|
₹1794.6692 | |
Equity | Very High Risk | 26.20983 |
0
|
₹1794.6692 | |
Equity | Very High Risk | 26.25746 |
0
|
₹1794.6692 | |
Allocation | Moderate Risk | - |
0
|
₹24.4054 | |
Equity | Very High Risk | 9.9178 |
0
|
₹109.4551 | |
Allocation | Moderate Risk | - |
0
|
₹24.4054 | |
Equity | Very High Risk | -0.24251 |
0
|
₹107.0467 | |
Equity | Very High Risk | -0.24251 |
0
|
₹107.0467 | |
Equity | Very High Risk | -0.24144 |
0
|
₹107.0467 | |
Equity | Very High Risk | 21.41769 |
0
|
₹2.3779 | |
Fixed Income | Moderate Risk | - |
0
|
₹1715.6991 | |
Fixed Income | Moderate Risk | - |
0
|
₹1715.6991 | |
Fixed Income | Moderate Risk | 6.84894 |
0
|
₹4296.8068 | |
Equity | Very High Risk | 31.13095 |
0
|
₹5016.9527 | |
Fixed Income | Moderate Risk | - |
0
|
- | |
Commodities | Very High Risk | - |
0
|
₹15.5757 | |
Equity | Very High Risk | 20.60366 |
0
|
₹68.0447 | |
Fixed Income | Moderate Risk | - |
0
|
₹9351.184 | |
Equity | Very High Risk | - |
0
|
₹0.7538 | |
Commodities | Moderately High risk | 15.69677 |
0
|
₹1476.1403 | |
Alternative | Low Risk | 4.05685 |
0
|
₹22512.6529 | |
Equity | Very High Risk | 18.8847 |
0
|
₹90.423 | |
Alternative | Low Risk | 6.39521 |
0
|
₹22512.6529 | |
Alternative | Low Risk | 4.05371 |
0
|
₹22512.6529 | |
Allocation | Very High Risk | 28.18537 |
0
|
₹1011.7028 | |
Equity | Very High Risk | 21.0939 |
0
|
₹1223.8955 | |
Equity | Very High Risk | 23.92405 |
0
|
₹39236.7828 | |
Fixed Income | Moderate Risk | - |
0
|
₹147.1968 | |
Equity | Very High Risk | 23.92376 |
0
|
₹39236.7828 | |
Commodities | Moderately High risk | 15.69677 |
0
|
₹1476.1403 | |
Commodities | Moderately High risk | 15.69677 |
0
|
₹1476.1403 | |
Equity | Very High Risk | - |
0
|
₹12.8449 | |
Equity | Very High Risk | - |
0
|
₹7.7357 | |
Equity | Very High Risk | - |
0
|
₹7.7357 | |
Equity | Very High Risk | 21.0939 |
0
|
₹1223.8955 | |
Alternative | Low Risk | 4.05685 |
0
|
₹22512.6529 | |
Money Market | Low Risk | 5.98342 |
0
|
₹7819.7016 | |
Equity | Very High Risk | 38.13911 |
0
|
₹2560.9727 | |
Money Market | Low Risk | 6.09149 |
0
|
₹7819.7016 | |
Equity | Very High Risk | - |
0
|
₹22.5297 | |
Equity | Very High Risk | - |
0
|
₹22.5297 | |
Equity | Very High Risk | - |
0
|
₹22.5297 | |
Fixed Income | Low to Moderate Risk | 6.26971 |
0
|
₹13212.4452 | |
Fixed Income | Low to Moderate Risk | 6.26971 |
0
|
₹13212.4452 | |
Equity | Very High Risk | 23.92405 |
0
|
₹39236.7828 | |
Equity | Very High Risk | - |
0
|
₹2473.3672 | |
Alternative | Low Risk | 4.05371 |
0
|
₹22512.6529 | |
Equity | Very High Risk | 14.25182 |
0
|
₹110.6484 | |
Equity | Very High Risk | 14.25182 |
0
|
₹110.6484 | |
Commodities | High Risk | 15.04738 |
0
|
₹2625.3655 | |
Equity | Very High Risk | 26.20829 |
0
|
₹1174.8988 | |
Equity | Very High Risk | 26.20829 |
0
|
₹1174.8988 | |
Equity | Very High Risk | - |
0
|
- | |
Fixed Income | Moderate Risk | - |
0
|
- | |
Equity | Very High Risk | - |
0
|
- | |
Equity | Very High Risk | - |
0
|
- |
Kotak Mahindra Bank Limited
Kotak Mahindra Trustee Company Limited
Kotak Mahindra Asset Management Company Limited (KMAMC)
June 23, 1998
December 09, 1994
Mr. Harsha Upadhyaya
President and Chief Investment Officer - Equity
Mr. Pankaj Tibrewal
Fund Manager - Equity
Mr. Arjun Khanna
Fund Manager - Equity
Mr. Abhishek Bisen
Senior Fund Manager - Equity
Mr. Deepak Gupta
Head - Debt and Fixed Income
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