Kotak Mahindra Mutual fund schemes at a glance

Get latest updates on IPO GMP ?

Kotak Mutual Fund Analysis (Sahifund View)

Kotak Mahindra Asset Management Company Limited Kotak Mutual Fund is one of India’s leading asset management companies, known for its wide product range across equity, debt, hybrid, ETFs, index funds, gold funds and international investment options. Backed by the trusted Kotak Mahindra Bank Kotak brand, the AMC has built a strong reputation for disciplined fund management and investor-friendly products.

The fund house has a major presence in both active and passive investing. Popular categories include Flexicap, Midcap, Large & Midcap, Small Cap, Arbitrage, Balanced Advantage, Liquid and Gold ETF funds. It also has one of the widest ETF and index fund line-ups in India, making it attractive for low-cost investors.

Kotak Mutual Fund manages large AUM across flagship products such as Midcap Fund, Flexicap Fund, Arbitrage Fund, Liquid Fund and Multi Asset Allocation Fund. This indicates strong investor confidence and broad market acceptance.

Why Investors Consider Kotak Mutual Fund

Trusted Kotak financial group backing
Strong presence in equity, debt and hybrid funds
Wide ETF and index fund portfolio
Strong arbitrage, liquid and treasury products
Good options for SIP, lumpsum and diversification

Key Strength Areas

Core Equity: Flexicap, Large Cap, Large & Midcap
Growth Funds: Midcap, Small Cap, Multicap
Smart Allocation: Balanced Advantage, Multi Asset Allocation
Passive Investing: Nifty ETFs, Sector ETFs, Index Funds
Cash Management: Arbitrage, Liquid, Overnight, Money Market
Commodity Hedge: Gold ETF, Silver ETF

Who Should Consider Kotak Mutual Fund?

Kotak Mutual Fund may suit:

Beginners seeking trusted fund houses
SIP investors building long-term wealth
Passive investors seeking low-cost ETFs/index funds
Conservative investors seeking debt/liquid funds
Investors wanting gold and silver allocation options

Chanakya View

Kotak Mahindra Asset Management Company Limited Kotak Mutual Fund is a well-diversified AMC suitable for almost every type of investor. Its strong brand, wide scheme basket and large AUM make it a serious contender for core portfolio allocation, passive investing and defensive cash management strategies.

Sr. No.	Fund Name	1 Y	Launch	Age	Expense	AUM
		%			%	Rs Cr.
1	Kotak Active Momentum Fund	—	2025-08-20	0Y 7M	0.78	1,304
2	Kotak Banking & Financial Services Fund	9.42	2023-02-27	3Y 1M	0.68	1,293
3	Kotak BSE Housing Index Fund	-1.59	2023-08-28	2Y 7M	0.22	12
4	Kotak BSE PSU Index Fund	20.29	2024-07-31	1Y 8M	0.39	80
5	Kotak BSE Sensex ETF	2.21	2008-06-06	17Y 10M	0.18	23
6	Kotak BSE Sensex Index Fund	2.08	2025-02-17	1Y 2M	0.14	15
7	Kotak Business Cycle Fund	11.67	2022-09-28	3Y 6M	0.63	2,741
8	Kotak Consumption Fund	6.58	2023-11-16	2Y 5M	0.57	1,527
9	Kotak Contra Fund	9.18	2013-01-01	13Y 3M	0.58	4,679
10	Kotak Dividend Yield Fund	—	2026-01-27	0Y 2M	0.92	204
11	Kotak ELSS Tax Saver	6.13	2013-01-01	13Y 3M	0.62	5,587
12	Kotak Energy Opportunities Fund	—	2025-04-25	0Y 11M	0.89	255
13	Kotak ESG Exclusionary Strategy Fund	6.22	2020-12-11	5Y 4M	0.93	709
14	Kotak Flexicap Fund	10.71	2013-01-01	13Y 3M	0.59	50,146
15	Kotak Focused Fund	15.88	2019-07-16	6Y 9M	0.54	3,700
16	Kotak Global Emerging Market Overseas Equity Omni FoF	64.81	2013-01-01	13Y 3M	0.99	935
17	Kotak Global Innovation Overseas Equity Omni FoF	47.20	2021-07-29	4Y 8M	0.49	605
18	Kotak Healthcare Fund	8.34	2023-12-11	2Y 4M	0.74	442
19	Kotak Infrastructure and Economic Reform Fund – Standard Plan	14.82	2013-01-01	13Y 3M	0.69	2,055
20	Kotak International REIT Overseas Equity Omni FoF	25.49	2020-12-29	5Y 3M	0.51	98
21	Kotak Large Cap Fund	7.02	2013-01-01	13Y 3M	0.63	9,794
22	Kotak Large & Midcap Fund	11.86	2013-01-01	13Y 3M	0.55	27,373
23	Kotak Manufacture in India Fund	20.59	2022-02-22	4Y 1M	0.59	2,401
24	Kotak Midcap Fund	16.79	2013-01-01	13Y 3M	0.38	55,676
25	Kotak MNC Fund	22.70	2024-10-28	1Y 5M	0.64	1,792
26	Kotak MSCI India ETF	6.51	2025-02-19	1Y 1M	0.40	1,418
27	Kotak Multicap Fund	12.13	2021-09-29	4Y 6M	0.45	22,095
28	Kotak Multi Factor Passive FoF	—	2026-03-20	28D	0.10	18
29	Kotak Nifty 100 Equal Weight ETF	10.06	2025-02-24	1Y 1M	0.25	11
30	Kotak Nifty 100 Equal Weight Index Fund	9.88	2024-12-23	1Y 3M	0.22	36
31	Kotak Nifty 100 Low Volatility 30 ETF	5.20	2022-03-23	4Y 0M	0.09	163
32	Kotak Nifty 100 Low Volatility 30 Index Fund	4.79	2024-06-07	1Y 10M	0.20	118
33	Kotak Nifty 200 Momentum 30 ETF	—	2025-10-10	0Y 6M	0.24	18
34	Kotak Nifty 200 Momentum 30 Index Fund	10.41	2023-06-15	2Y 10M	0.20	444
35	Kotak Nifty200 Quality 30 ETF	—	2025-07-14	0Y 9M	0.25	2
36	Kotak Nifty 200 Quality 30 Index Fund	—	2025-07-14	0Y 9M	0.23	14
37	Kotak Nifty200 Value 30 Index Fund	—	2026-02-05	0Y 2M	0.21	11
38	Kotak Nifty500 Momentum 50 Index Fund	—	2025-12-11	0Y 4M	0.19	17
39	Kotak Nifty 50 Equal Weight Index Fund	10.01	2024-12-23	1Y 3M	0.22	59
40	Kotak Nifty 50 ETF	4.37	2010-02-02	16Y 2M	0.03	3,092
41	Kotak Nifty 50 Index Fund	4.26	2021-06-21	4Y 9M	0.07	981
42	Kotak Nifty 50 Value 20 ETF	4.75	2015-12-02	10Y 4M	0.14	77
43	Kotak Nifty Alpha 50 ETF	7.63	2021-12-22	4Y 3M	0.30	684
44	Kotak Nifty Alpha 50 Index Fund	—	2025-08-19	0Y 7M	0.35	25
45	Kotak Nifty Bank ETF	6.23	2014-12-04	11Y 4M	0.15	4,395
46	Kotak Nifty Chemicals ETF	—	2025-11-12	0Y 5M	0.25	51
47	Kotak Nifty Commodities Index Fund	18.95	2025-03-10	1Y 1M	0.20	259
48	Kotak Nifty Financial Services Ex-Bank Index Fund	14.84	2023-08-14	2Y 8M	0.22	85
49	Kotak NIFTY India Consumption ETF	2.32	2022-07-28	3Y 8M	0.10	31
50	Kotak Nifty India Tourism Index Fund	-18.27	2024-09-23	1Y 6M	0.33	28
51	Kotak Nifty IT ETF	-2.12	2021-03-02	5Y 1M	0.09	383
52	Kotak Nifty Midcap 150 ETF	13.20	2025-03-21	1Y 0M	0.10	10
53	Kotak Nifty Midcap 150 Index Fund	12.65	2025-03-21	1Y 0M	0.15	25
54	Kotak Nifty Midcap 150 Momentum 50 Index Fund	9.36	2024-10-08	1Y 6M	0.28	319
55	Kotak Nifty Midcap 50 ETF	14.59	2022-01-28	4Y 2M	0.05	166
56	Kotak Nifty Midcap 50 Index Fund	14.16	2024-08-16	1Y 8M	0.25	64
57	Kotak Nifty MNC ETF	16.91	2022-08-05	3Y 8M	0.30	39
58	Kotak Nifty Next 50 ETF	—	2026-01-07	0Y 3M	0.07	12
59	Kotak Nifty Next 50 Index Fund	9.44	2021-03-10	5Y 1M	0.10	854
60	Kotak Nifty PSU Bank ETF	37.28	2007-11-08	18Y 5M	0.49	2,148
61	Kotak Nifty Smallcap 250 Index Fund	5.46	2025-01-27	1Y 2M	0.15	44
62	Kotak Nifty Smallcap 50 Index Fund	6.66	2023-04-10	3Y 0M	0.20	170
63	Kotak Nifty Top 10 Equal Weight Index Fund	—	2025-04-28	0Y 11M	0.22	37
64	Kotak Pioneer Fund	16.14	2019-10-31	6Y 5M	0.54	3,083
65	Kotak Quality Overseas Equity Omni FoF	—	2026-03-25	23D	0.50	58
66	Kotak Quant Fund	4.84	2023-08-02	2Y 8M	1.16	484
67	Kotak Rural Opportunities Fund	—	2025-11-27	0Y 4M	0.71	760
68	Kotak Services Fund	—	2026-02-25	0Y 1M	0.92	712
69	Kotak Small Cap Fund	4.29	2013-01-01	13Y 3M	0.55	15,157
70	Kotak Special Opportunities Fund	9.28	2024-06-29	1Y 9M	0.79	1,233
71	Kotak Technology Fund	-1.14	2024-03-04	2Y 1M	0.88	504
72	Kotak Transportation & Logistics Fund	19.13	2024-12-16	1Y 4M	0.83	448
73	Kotak US Specific Equity Passive FoF	50.15	2021-02-02	5Y 2M	0.24	3,592
74	Kotak Aggressive Hybrid Fund	10.88	2013-01-01	13Y 3M	0.47	7,812
75	Kotak Arbitrage Fund	6.68	2013-01-01	13Y 3M	0.44	67,117
76	Kotak Balanced Advantage Fund	6.50	2018-08-03	7Y 8M	0.57	16,204
77	Kotak Debt Hybrid Fund	3.67	2013-01-01	13Y 3M	0.48	2,863
78	Kotak Equity Savings Fund	7.73	2014-10-13	11Y 6M	0.69	9,468
79	Kotak Income Plus Arbitrage Omni FoF	6.05	2022-11-17	3Y 5M	0.07	7,699
80	Kotak Multi Asset Active FoF	—	—	—	—	—
81	Kotak Multi Asset Allocation Fund	27.65	2023-09-22	2Y 6M	0.50	12,073
82	Kotak Multi Asset Omni FoF	18.07	2013-01-01	13Y 3M	0.39	2,274

	Debt Fund Name	1 Y	Launch	Age	Expense	AUM
		%			%	Rs Cr.
83	Kotak Banking and PSU Debt Fund	5.75	2013-01-01	13Y 3M	0.40	5,173
84	Kotak Bond Fund	3.12	2013-01-01	13Y 3M	0.69	1,878
85	Kotak Bond Short Term Fund	5.80	2013-01-01	13Y 3M	0.39	15,582
86	Kotak Corporate Bond Fund – Standard Plan	5.72	2013-01-01	13Y 3M	0.37	15,221
87	Kotak Credit Risk Fund	8.63	2013-01-01	13Y 3M	0.81	691
88	Kotak CRISIL-IBX AAA Bond Financial Services Index – Dec 2026 Fund	6.97	2025-02-17	1Y 2M	0.10	198
89	Kotak CRISIL IBX AAA Financial Services Index – Sep 2027 Fund	6.89	2024-09-13	1Y 7M	0.20	524
90	Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund	6.73	2025-03-07	1Y 1M	0.12	317
91	Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund	—	2025-09-24	0Y 6M	0.12	1,109
92	Kotak Dynamic Bond Fund	4.00	2013-01-01	13Y 3M	0.59	2,465
93	Kotak Floating Rate Fund	6.85	2019-05-14	6Y 11M	0.26	3,250
94	Kotak Gilt Investment	-0.86	2013-01-01	13Y 3M	0.47	2,579
95	Kotak Gilt Investment Provident Fund and Trust Plan	-0.86	2013-01-01	13Y 3M	0.40	2,579
96	Kotak Liquid	6.35	2013-01-01	13Y 3M	0.19	33,309
97	Kotak Long Duration Fund	-1.65	2024-03-11	2Y 1M	0.34	98
98	Kotak Low Duration Fund – Standard Plan	6.81	2013-01-01	13Y 3M	0.42	15,257
99	Kotak Medium Term Fund	7.87	2014-03-21	12Y 0M	0.67	1,807
100	Kotak Money Market Fund	6.74	2013-01-01	13Y 3M	0.16	32,331
101	Kotak Nifty 1D Rate Liquid ETF	5.22	2023-01-24	3Y 2M	0.19	1,786
102	Kotak Nifty AAA Bond Financial Services Mar 2028 Index Fund	—	2025-07-09	0Y 9M	0.15	216
103	Kotak Nifty G-Sec July 2033 Index Fund	3.83	2023-10-11	2Y 6M	0.14	20
104	Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund	6.74	2022-02-11	4Y 2M	0.20	6,825
105	Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund	3.66	2022-02-11	4Y 2M	0.20	3,428
106	Kotak Nifty SDL Jul 2026 Index Fund	6.41	2022-12-22	3Y 3M	0.20	98
107	Kotak Nifty SDL Jul 2033 Index Fund	2.75	2023-02-15	3Y 2M	0.22	192
108	Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund	5.88	2022-10-13	3Y 6M	0.21	543
109	Kotak Overnight Fund	5.46	2019-01-15	7Y 3M	0.07	5,067
110	Kotak Savings Fund	6.72	2013-01-01	13Y 3M	0.36	14,989
111	Kotak Gold ETF	59.50	2007-07-27	18Y 8M	0.55	14,116
112	Kotak Gold Fund	58.59	2013-01-01	13Y 3M	0.16	6,439
113	Kotak Gold Silver Passive FoF	—	2025-10-28	0Y 5M	0.16	984
114	Kotak Silver ETF	154.58	2022-12-09	3Y 4M	0.35	3,319
115	Kotak Silver ETF FoF	152.11	2023-03-31	3Y 0M	0.24	891

Kotak Mahindra Mutual Fund Schemes Overview

Kotak Mutual Fund Analysis (Sahifund View)

Why Investors Consider Kotak Mutual Fund

Key Strength Areas

Who Should Consider Kotak Mutual Fund?

Chanakya View

Kotak Mahindra Mutual Fund, Kotak Mahindra Mutual Fund Schemes, Kotak Mahindra Fund, Kotak Mutual Fund, Kotak Fund

Kotak Mahindra Mutual Fund – Equity, Debt Scheme

Funds: