Aim to Grow your Wealth by Investing in Mutual Funds
Imagine yourself hiring a professional to manage your savings wisely, sounds intriguing? But it can be an expensive affair too! Also, entrusting someone with your money is quite tricky. This is where Mutual Funds come in handy. Mutual funds are pooled investments, managed by fund managers hired by the Asset Management Company. They offer a wide range of funds comprising of different securities such as stocks, bonds, gold, and many more.

*based on the past performance, fund size, investment criteria, lock-in period if any, and expense ratio | SIP - Systematic Investment Plan
Easy Steps to get Started with Mutual Funds
Getting started with mutual funds is simple and straightforward. Here’s how you can begin

Set Investment Goals
Identify and prioritize your financial objectives—like retirement, education, or wealth creation so each investment choice has a clear direction.

Assess your Risk Appetite
Assess how comfortable you are with potential losses and market swings. Knowing your risk tolerance ensures you invest with confidence and stability.

Complete KYC
Fulfil mandatory KYC by submitting identity and address documents for secure verification. This ensures compliance and a swift start to your investment journey.

Choose Funds
Select from equity, debt, or hybrid funds to suit your goals and risk tolerance. Align each selection with your broader strategy to stay on track.

Open an Account
Begin your investment journey by opening an account with help of a mutual fund distributor or directly with an AMC

Make Investment
Invest regularly through Systematic Investment Plan (SIP) for steady growth, or opt for a lump sum to gain immediate market exposure. Choose what aligns best with your goals.

Monitor Performance
Regularly review and track your investments to maintain alignment with your financial goals. Make timely adjustments to ensure optimal growth and risk management.
Easy Steps to get Started with Mutual Funds
Getting started with mutual funds is simple and straightforward. Here’s how you can begin

Set Investment Goals
Identify and prioritize your financial objectives—like retirement, education, or wealth creation so each investment choice has a clear direction.

Assess your Risk Appetite
Assess how comfortable you are with potential losses and market swings. Knowing your risk tolerance ensures you invest with confidence and stability.

Complete KYC
Fulfil mandatory KYC by submitting identity and address documents for secure verification. This ensures compliance and a swift start to your investment journey.

Choose Funds
Select from equity, debt, or hybrid funds to suit your goals and risk tolerance. Align each selection with your broader strategy to stay on track.

Open an Account
Begin your investment journey by opening an account with help of a mutual fund distributor or directly with an AMC

Make Investment
Invest regularly through Systematic Investment Plan (SIP) for steady growth, or opt for a lump sum to gain immediate market exposure. Choose what aligns best with your goals.

Monitor Performance
Regularly review and track your investments to maintain alignment with your financial goals. Make timely adjustments to ensure optimal growth and risk management.
Why Kotak Mutual Fund?
Take a quick look at the Milestones that define us!
₹4.78 Lakh Crore
Total Assets Under Management as of March 31, 2025 and still growing!
1.31 Cr Investor Folios
Entrusting Us with Their Financial Goals and Counting!
25+ Years of Expertise
Leading the Way in Fund Management Since 1998!
Frequently Asked questions
Kotak Mutual Fund, founded in 1998, has grown significantly, expanding its product range and enhancing technology to improve customer service. In 1998, Kotak Mahindra Mutual Fund started with 2 funds- Kotak Gilt Long term fund (which is called Kotak Gilt Fund now), Kotak Gilt Savings short term fund (which is now called Kotak Banking PSU Debt Fund). Both the funds were allotted on 29th December, 1998. As of June 30, 2024, we manage an average AUM of ₹4.22 lakh crores.
Kotak Mutual Fund employs a robust risk management process that includes: - Diversification: Spreading investments across various sectors and securities. - Regular Monitoring: Continuous monitoring of fund performance and market conditions. - Research and Analysis: In-depth research to make informed investment decisions. - Compliance: Adhering to regulatory guidelines to manage and mitigate risks.
Mr. Nilesh Shah is the Current MD of Kotak Mutual Fund.
A mutual fund is a collective investment vehicle that collects & pools money from several investors and invest the same in diverse portfolio of stocks, bonds, or other assets, which are managed by professional fund managers.
Mutual funds collects/pools money from number of investors and invests the same to acquire a wide range of securities like equities, bonds, government securities and money market instruments, etc. The value of the fund's holdings changes, affecting its overall worth. Investors own share in the mutual fund, which account for a percentage of its assets.
A mutual fund's returns may include income distributions to investors based on dividends, interest, capital gains, or other revenue produced by the fund. You may also incur capital gains (or losses) if you sell mutual fund units for more (or less) than you invested.
Yes, mutual funds are taxable based on the type and holding period. Equity Funds: ● STCG (within 1 year) are taxed at 20% ● LTCG (above ₹1 lakh per year, sold after 1 year) are taxed at 12.5% Debt Funds: Before April 1, 2023, gains within 2 years were taxed as per your income tax slab. After April 1, 2023, all gains are treated as STCG always and taxed based on your income tax slab. Additionally, an exit load may apply if units are redeemed early, which varies by fund.
Kotak Mutual Fund is a part of the Kotak Mahindra Group, which also includes Kotak Mahindra Bank. They operate under the same corporate umbrella, leveraging the group's financial expertise and infrastructure.
Computer Age Management Services (CAMS) is the RTA of Kotak Mutual Fund.
Kotak Mutual Fund Corporate office is at BKC. Here is the complete address. Kotak Mahindra Asset Management Company 2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400 051
Kotak Flexi Cap Fund is the largest Equity Fund of Kotak Mutual Fund based on AUM.