Kotak Mahindra Asset Management Company Limited (KMAMC), a public limited company registered under the Companies Act, 1956, on August 2, 1994, is the asset manager for Kotak Mahindra Mutual Fund (KMMF) and a subsidiary of Kotak Mahindra Bank Limited (KMBL). Kotak Mutual Fund started operations in December 1998 and became the first AMC to introduce a dedicated gilt fund focused solely on Government securities. KMAMC provides mutual fund and portfolio management services under SEBI's Mutual Funds Regulations, 1996, and Portfolio Manager Regulations, 1993. It also offers pension fund management services through its subsidiary, Kotak Mahindra Pension Fund Limited. Currently, the company manages around 261 schemes catering to various investor risk profiles, primarily investing in AAA and AA rated companies. KMAMC also allows investors to benefit from income tax exemptions under Section 80C. As of March 31, 2024, the company manages assets exceeding ₹3.81 lakh crores. KMAMC operates 86 branches across 82 cities in India and serves 25.9 lakh unique investors.
Fund Name
Rating
1Y Return
3Y Return
Fund Size (in Cr)
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
4
30.82%
28.01%
₹2395.27 Cr
Kotak Multicap Fund Direct Growth
5
25.69%
25.91%
₹15816.46 Cr
Kotak Emerging Equity Scheme Direct Growth
5
33.96%
23.30%
₹52048.91 Cr
Kotak India EQ Contra Fund - Growth - Direct
NA
21.89%
21.55%
₹4034.33 Cr
Kotak Equity Opportunities Direct Growth
4
23.88%
19.81%
₹25648.50 Cr
Kotak Small Cap Direct Growth
3
26.32%
19.14%
₹17732.03 Cr
Kotak Pioneer Fund Direct Growth
NA
30.94%
18.90%
₹2693.59 Cr
Kotak Multi Asset Allocator Fund of Fund - Dynamic Direct Growth
NA
19.62%
18.22%
₹1614.52 Cr
Kotak ELSS Tax Saver-Scheme-Growth - Direct
5
21.44%
17.25%
₹6232.32 Cr
Kotak Nifty Next 50 Index Fund Direct Growth
NA
23.86%
16.80%
₹372.33 Cr
Kotak NASDAQ 100 Fund of Fund Direct Growth
NA
34.33%
16.63%
₹3339.60 Cr
Kotak Equity Hybrid Direct Growth
5
23.03%
16.21%
₹6815.47 Cr
Kotak Gold Fund Growth - Direct
NA
21.68%
15.90%
₹2250.50 Cr
Kotak Flexicap Fund Direct Growth
4
16.45%
14.72%
₹51275.67 Cr
Kotak Bluechip Direct Growth
5
17.29%
13.83%
₹9497.92 Cr
Kotak Focused Equity Fund Direct Growth
3
16.67%
13.66%
₹3558.39 Cr
Kotak Balanced Advantage Fund Direct Growth
4
15.51%
12.28%
₹16958.81 Cr
Kotak Equity Savings Fund Direct Growth
5
12.23%
12.09%
₹7973.61 Cr
Kotak ESG Exclusionary Strategy Fund Direct Growth
3
14.00%
11.08%
₹940.40 Cr
Kotak Debt Hybrid Direct Growth
5
12.70%
11.08%
₹3071.14 Cr
Mutual fund name
Kotak Mahindra Mutual Fund
Asset Management Company Name
Kotak Mahindra Asset Management Co Ltd
AMC Setup Date
23-Jun-1998
AMC Incorporation Date
05-Aug-1994
Sponsor Name
Kotak Mahindra Bank Limited
Trustee Organisation
Kotak Mahindra Trustee Company Limited
CIO
Mr. Deepak Agrawal, Mr. Harsha Upadhyaya
MD & CEO
Mr. Nilesh Shah
Compliance Officer
Ms. Jolly Bhatt
To invest in kotak mahindra mutual funds Mutual Funds through the Lemonn App, you can follow these general steps:
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Step 3 : Complete KYC
Before investing, ensure your KYC (Know Your Customer) verification is complete. Most mutual fund apps will guide you through this. You’ll need PAN, Aadhaar, and other necessary details.
Step 4 : Search for kotak mahindra mutual funds Mutual Funds
Once your KYC is done, search for the kotak mahindra mutual funds Mutual Fund schemes you're interested in by using the search bar.
Step 5 : Choose a Scheme
You will see a list of various funds under kotak mahindra mutual funds. Explore the options, check their performance, risk profile, and investment objectives.
Choose a scheme that aligns with your investment goals (e.g., equity, debt, hybrid funds).
Step 6 : Decide on the Investment Amount
You can either make a lump sum investment or set up a SIP (Systematic Investment Plan) to invest a fixed amount periodically.
Step 7 : Confirm the Investment
Enter the amount you wish to invest.
Review the details and confirm the payment method (Net Banking, UPI, etc.).
After making the payment, you will receive a confirmation of your investment.
Step 8 : Track Your Investment
You can track the performance of your kotak mahindra mutual funds Mutual Funds on the Lemonn App dashboard. It will show NAV, returns, and other key details.
If you need any assistance, the Lemonn App usually has customer support or chat options to help. Keep an eye on expenses like entry/exit loads and expense ratios to optimize returns!
Devender Singhal
Devendra Singhal has 14 years of experience in fund management and equity research, with a primary focus on media, automobiles, and FMCG sectors at Kotak Mahindra Asset Management Company (KMAMC). He began his career with Kotak Portfolio Management Services before transitioning to the asset management division. Mr. Singhal has been associated with the Kotak Group for nearly 12 years. He has also worked as a Fund Manager at Religare and as a Manager at Karvy.
Deepak Agrawal
Deepak Agarwal is a Chartered Accountant and Company Secretary, with a post-graduation degree in Commerce. He joined the fund management team of Kotak Mahindra Asset Management Company (KMAMC) in November 2006. Before this, he was part of the research and dealing department, having joined KMAMC in December 2002. The top three Kotak Mutual Funds managed by Deepak Agarwal include Kotak Banking and PSU Debt Fund – Growth, Kotak Income Opportunities Fund – Growth, and Kotak Medium Term Fund - Regular Plan – Growth.
Abhishek Bisen
Abishek Bisen holds a BA in Management and an MBA in Finance. He has been recognized by Hong Kong-based financial magazine *The Asset* with the Highly Commended Investors in Indian Rupees Bonds award twice. Prior to joining Kotak Mahindra Asset Management Company (KMAMC), Mr. Bisen worked in Portfolio Advisory and Sales & Trading of Fixed Income Products at the Securities Trading Corporation of India Ltd. He joined KMAMC in October 2006 and currently manages debt schemes. The top three funds managed by Abishek Bisen include Kotak Bond - Regular Plan – Growth, Kotak Gilt - Investment - Regular – Growth, and Kotak Gilt - Investment - PF and Trust – Growth. On the other hand, some of the funds managed by Anupam Tiwari include Axis Small Cap Fund, Axis Equity Saver Fund, and Axis Dynamic Equity Fund.
Arjun Khanna
Mr. Arjun Khanna is a CFA, FRM, MMS (Finance), and B.E. (Electronics) graduate, with over 10 years of experience in banking and financial services. Before joining Kotak Mahindra Mutual Fund, he was associated with Principal Mutual Fund and also worked with Citibank. At Kotak Mahindra Mutual Fund, Mr. Khanna manages five funds: Kotak Global Emerging Market Fund - Growth, Kotak Pioneer Fund, Kotak International REIT FOF - Growth, Kotak NASDAQ 100 FOF, and Kotak Global Innovation Fund of Fund. He holds the Chartered Financial Analyst (CFA) designation and is also a Certified Financial Risk Manager (FRM) by the Global Association of Risk Professionals.
Pankaj Tibrewal
Pankaj Tibrewal holds an MBA in Finance from Manchester University and a Bachelor’s degree in Commerce from St. Xavier's College, Kolkata. He joined Kotak Mahindra Asset Management Company (KMAMC) in January 2010. As an equity fund manager, Mr. Tibrewal manages Kotak Monthly Income Plan, Emerging Equity, and Mid-Cap funds. He previously managed Kotak MIPs, Principal Tax Saver, and Principal Emerging Bluechip funds. He was ranked among the Top 10 Equity Fund Managers in 2016 by Morningstar, as featured in the Economic Times, and was also listed as one of the Top Fund Managers by Outlook Business in 2016. With over 16 years of experience in the mutual fund industry, Mr. Tibrewal's prior role was as Portfolio Manager at Principal Mutual Fund, where he managed MIPs, Principal Tax Saver, and Principal Emerging Bluechip schemes.
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