Kotak Mutual Fund

Kotak Mutual Fund began its operations back in December 1998.
It provides mutual fund and portfolio management services under SEBI (‘MFutual Funds’) Regulations, 1996 and SEBI (Portfolio Manager) Regulations, 1993. It provides mutual fund and portfolio management services under SEBI (‘MFutual Funds’) Regulations, 1996 and SEBI (Portfolio Manager) Regulations, 1993. In FY 2017-18, the company registered a net worth of Rs. 37,482 Crore, total income of Rs. 23,801 Crore, and profit (after tax) of Rs. 4,084 Crore. KMAMC has 84 branches spread over 80 cities in India and has more than 7.5 Lakh investors.

Key information

How can you invest in Kotak Mutual Funds?

Invest in the Kotak Mutual fund is very easy and simple. You can do it by yourself by just sign up on Welathdirect.in website or you can call us, the best financial advisor in Delhi/NCR. Our consultant helps you in selecting the best fund as per your goals. Finacial consultant will helps you identify the best growing sectors in Indian economy that will lead you to get maximum returns with less risk factors associated. To connect with best financial advisors in India, please follow the steps below :
Step 1: Click on Sign Up link. Fill your information.
Step 2: Our executive will get in touch with to have one meeting on call or physical.
Step 3: Our experts will suggest you best funds based on the future goals you may have.
Step 4: Once done, you can check your portfolio directly from wealthdirect.in just by login with your credentials.

Top Fund Managers

1. Devender Singhal

He primarily concentrates on covering research on media, automobiles, and FMCG sectors at KMAMC. Mr. Singhal has been in association with the Kotak Group for almost 12 years. He previously worked as a Fund Manager at Religare and Manager at Karvy.

2. Deepak Agrawal

Deepak Agarwal is a Chartered Account and Company Secretary while also holding a post-graduation degree in Commerce. Prior to that, he was in the research and dealing department where he joined back in December 2002.
The top three Kotak Mutual Funds that Deepak Agrawal manages are Kotak Banking and PSU Debt Fund – Growth, Kotak Income Opportunities Fund – Growth, and Kotak Medium Term Fund – Regular Plan – Growth.

3. Abhishek Bisen

Abishek Bisen holds a BA (Management) and MBA (Finance) degree. Mr. Bisen worked in the Portfolio Advisory and Sales & Trading of Fixed Income Products of the Securities Trading Corporation of India Ltd. He joined KMAMC or October 2006 and manages debt schemes.
The top three funds that Abhishek Bisen manages are Kotak Bond – Regular Plan – Growth, Kotak Gilt – Investment – Regular – Growth, and Kotak Gilt – Investment – PF and Trust – Growth.
Few of the funds that Anupam Tiwari manages are Axis Small Cap Fund, Axis Equity Saver Fund, and Axis Dynamic Equity Fund.

4. Deepak Gupta

Deepak Gupta is a Chartered Accountant, Cost Accountant, and a Commence graduate, from Mumbai University. He has also cleared the Level III of Chartered Financial Analyst (CFA).
He has an overall experience of around 10 years in the mutual fund market. Currently, he is the Lead Fund Manager at Kotak Mutual Fund. Prior to being, he held the position of research analyst in the Equity Fund Management team of this company. He had developed quant models using technical analysis and fundamental data to help the process of decision making in investment.
The top three funds that Deepak Gupta include Kotak Asset Allocator Fund – Growth, Kotak Multi Asset Allocation Fund – Growth, and Kotak US Equity Fund – Growth.

5. Pankaj Tibrewal

Pankaj Tibrewal holds an MBA degree in Finance from the Manchester University and is also a Commerce graduate from St. Xavier’s College, Kolkata.He has more than 16 years of experience in the mutual funds sector. Prior to his stint in Kotak, he was the Portfolio Manager of Principal Mutual Fund where he managed MIPs, Principal Tax Saver, and Principal Emerging Bluechip schemes.

6. Harish Krishnan

Harish Krishnan is a Chartered Financial Analyst and a graduate from the Indian Institute of Management, Kozhikode. He is also an Electronics & Communications engineer from the Government Engineering College, Trichur.
Before joining Kotak, he worked with Infosys Technologies Ltd. His early roles in Kotak Bank Mutual Fund included management of the company’s offshore funds in Dubai and Singapore. Mr. Krishnan has around 10 years of experience in fund management and equity research.
He currently manages Kotak50, one of the Flagship products of Kotak Bank Mutual Fund with a track record of more than 15 years.

7. Harsha Upadhyaya

Harsha Upadhyaya is a Chartered Financial Analyst and an MBA in Finance from the Indian Institute of Management, Lucknow. He also holds a Mechanical Engineering from the National Institute of Technology, Suratkal.
Mr. Upadhyaya has been working in fund management and equity research for more than two decades. As of March 2019, he currently oversees assets of more than Rs. 62,500 Crore and manages funds like Kotak Tax Saver, Equity Opportunities, and Standard Multicap.
Before joining Kotak Mutual Fund, he marketed equity funds to institutional and retail investors as well as advised and manages numerous offshore and domestic mandates worth over Rs. 5,200 Crore at DSP BlackRock. Mr. Upadhyaya has also worked with Reliance Group, UTI Asset Management Co. Ltd., SG Asia Securities, and Unit Trust of India.

Kotak Standard Multicap Fund Growth

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.1% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Kotak Dynamic Bond Fund Growth

Fund Objective: To maximize returns through active management of a portfolio of debt and money market securities.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 14.26% returns in the last 1 year.

Kotak Gold Fund Growth

Fund Objective: The investment objective of the scheme is to generate returns by investing in units of Kotak Gold Exchange Traded Fund.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 23.85% returns in the last 1 year.

Kotak Tax Saver Fund Growth

Fund Objective: The investment objective of the scheme is to generate long term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.14% returns in the last 1 year.

Kotak Asset Allocator Fund Growth

Fund Objective: To generate long-term capital appreciation from a portfoilo created by Investing In specmed open-ended equity, and debt schemes of Kotak Mahindra Mutual Fund. However,there is no assurance that the investment objective of the SCheme will berealized.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.66% returns in the last 1 year.

Kotak Emerging Equity Scheme Growth

Fund Objective: The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.01% returns in the last 1 year.

Kotak Low Duration Fund Growth

Fund Objective: The primary investment objective of the Scheme is to seek to generate income from a portfolio constituted of short to medium term debt and money market securities.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.28% returns in the last 1 year

Kotak Corporate Bond Fund Growth

Fund Objective: PineBridge India Total Return Bond Fund endeavors to maximize total return by investing in a range of fi xed income securities of varying maturities and credits through an approach that emphasizes safety, diversifi cation and flexibility.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 10.5% returns in the last 1 year.

Kotak Equity Opportunities Fund Growth

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.53% returns in the last 1 year

Kotak Debt Hybrid Fund Growth

Fund Objective: To enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.88% returns in the last 1 year.