
Kotak Mutual Fund
Active- CEO name: Mr. Nilesh Shah
- Start Date: 22 Jun 1998

| Fund Name | Category | AUM (Cr) | 1Y | 3Y | 5Y | Min SIP | Min Investment |
|---|---|---|---|---|---|---|---|
Kotak Banking & Financial Services Fund-Reg(G) Kotak Mutual Fund · Equity | Sector Funds | 1,445.59 | 3.43% | 13.69% | 0.00% | ₹100 | ₹100 |
Kotak Income Plus Arbitrage Omni FOF-Reg(G) Kotak Mutual Fund · Other | FoFs (Domestic) | 7,729.70 | 5.65% | 8.31% | 0.00% | ₹100 | ₹100 |
Kotak Nifty SDL Jul 2026 Index Fund-Reg(G) Kotak Mutual Fund · Debt | Index Funds | 96.14 | 5.39% | 7.39% | 0.00% | ₹100 | ₹100 |
Kotak Nifty Smallcap 50 Index Fund-Reg(G) Kotak Mutual Fund · Equity | Index Funds | 205.89 | 1.18% | 26.37% | 0.00% | ₹100 | ₹100 |
Kotak Nifty SDL Jul 2033 Index Fund-Reg(G) Kotak Mutual Fund · Debt | Index Funds | 190.90 | 3.90% | 7.90% | 0.00% | ₹100 | ₹100 |
Kotak Quant Fund-Reg(G) Kotak Mutual Fund · Equity | Thematic Fund | 494.69 | -0.71% | 13.45% | -- | ₹500 | ₹5,000 |
Kotak Nifty Financial Services Ex-Bank Index Fund-Reg(G) Kotak Mutual Fund · Equity | Index Funds | 98.37 | 3.73% | 0.00% | 0.00% | ₹100 | ₹100 |
Kotak BSE Housing Index Fund-Reg(G) Kotak Mutual Fund · Equity | Index Funds | 13.32 | -7.70% | 0.00% | 0.00% | ₹100 | ₹100 |
Kotak Multi Asset Allocation Fund-Reg(G) Kotak Mutual Fund · Hybrid | Multi Asset Allocation | 13,958.01 | 19.68% | 0.00% | 0.00% | ₹100 | ₹100 |
Kotak Nifty G-Sec July 2033 Index Fund-Reg(G) Kotak Mutual Fund · Debt | Index Funds | 21.15 | 4.58% | 0.00% | 0.00% | ₹100 | ₹100 |
Kotak Consumption Fund-Reg(G) Kotak Mutual Fund · Equity | Sector Funds | 1,667.79 | 3.14% | 0.00% | 0.00% | ₹100 | ₹5,000 |
Kotak Healthcare Fund-Reg(G) Kotak Mutual Fund · Equity | Sector Funds | 560.17 | 17.10% | 0.00% | 0.00% | ₹100 | ₹5,000 |
Kotak Long Term Fund-Reg(G) Kotak Mutual Fund · Debt | Long Duration | 67.84 | 2.11% | 0.00% | 0.00% | ₹100 | ₹100 |
Kotak BSE PSU Index Fund-Reg(G) Kotak Mutual Fund · Equity | Index Funds | 84.69 | 2.94% | 0.00% | 0.00% | ₹100 | ₹100 |
Kotak NIFTY Midcap 50 Index Fund-Reg(G) Kotak Mutual Fund · Equity | Index Funds | 80.42 | 4.37% | 0.00% | 0.00% | ₹100 | ₹100 |