Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund runs 104 mutual fund schemes with total assets of ₹5.81 Lakh Cr, making it the 4th largest of 55 fund houses we track by assets under management.

Schemes:: 104
Total AUM:: ₹5.81 Lakh Cr
Avg 1Y return:: -0.14%
Avg 3Y return:: +11.44%
Avg expense ratio:: 0.58%

Counts and averages cover Direct-plan Growth schemes, so each fund is counted once rather than once per plan and option variant. Averages are unweighted across schemes.

All 97 Kotak Mahindra Mutual Fund schemes

Grouped by category, largest group first. Within each group, largest fund first.

Other (48)

Largest: Kotak Income Plus Arbitrage Omni FOF-Direct Plan-Growth · 8% of this house's assets

#
1	Kotak Income Plus Arbitrage Omni FOF-Direct Plan-GrowthPlatinum	FoF Domestic	₹7,896 Cr	+5.00%	+7.37%	0.07%
2	Kotak Gold Fund Growth - DirectGold	FoF Domestic	₹6,996 Cr	+13.78%	+30.91%	0.15%
3	Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund-Direct Plan-GrowthPlatinum	Index Funds	₹6,137 Cr	+5.74%	+7.56%	0.20%
4	Kotak US Specific Equity Passive FOF- Direct Plan - GrowthPlatinum	FoF Overseas	₹4,689 Cr	+25.44%	+31.70%	0.34%
5	Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund-Direct Plan- GrowthGold	Index Funds	₹2,885 Cr	+2.97%	+7.02%	0.20%
6	Kotak Multi Asset Omni FOF - Direct Growth - Direct	FoF Domestic	₹2,576 Cr	-3.71%	+12.86%	0.45%
7	Kotak Global Emerging Market Overseas Equity Active FOF - Growth - Direct PlanBronze	FoF Overseas	₹1,733 Cr	+23.65%	+24.94%	0.77%
8	Kotak Nifty Next 50 Index Fund - Direct Plan - Growth OptionBronze	Index Funds	₹1,289 Cr	-4.50%	+15.28%	0.29%
9	Kotak Nifty 50 Index Fund - Direct Plan-GrowthBronze	Index Funds	₹1,112 Cr	-11.83%	+6.40%	0.13%
10	Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund - Direct - GrowthGold	Index Funds	₹1,106 Cr	+5.93%	—	0.13%
11	Kotak Gold Silver Passive FOF - Direct Plan - Growth	FoF Domestic	₹1,104 Cr	+24.66%	—	0.20%
12	Kotak Silver ETF Fund of Fund - Direct Plan - Growth Option	FoF Domestic	₹965 Cr	+32.07%	+37.21%	0.28%
13	Kotak Global Innovation Overseas Equity Active FOF - Growth - Direct Plan	FoF Overseas	₹849 Cr	+18.31%	+24.90%	0.47%
14	Kotak CRISIL -IBX AAA Financial Services Index Sep-2027 Fund-DIRECT PLAN-GROWTH OptionPlatinum	Index Funds	₹606 Cr	+5.61%	—	0.20%
15	Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option	Index Funds	₹562 Cr	-13.88%	+7.20%	0.68%

Showing 15 of 48; sorting covers all of them.

Equity (27)

Largest: Kotak Midcap Fund - Direct Plan - Growth · 44% of this house's assets

#
1	Kotak Midcap Fund - Direct Plan - Growth	Mid Cap Fund	₹66,613 Cr	-6.13%	+13.91%	0.55%
2	Kotak Flexicap Fund - Growth - Direct	Flexi Cap Fund	₹56,119 Cr	-8.97%	+10.33%	0.66%
3	Kotak Large & Midcap Fund - Direct- GrowthSilver	Large & Mid Cap Fund	₹30,581 Cr	-7.34%	+11.55%	0.66%
4	Kotak Multicap Fund-Direct Plan-GrowthGold	Multi Cap Fund	₹30,335 Cr	-5.84%	+14.67%	0.69%
5	Kotak-Small Cap Fund - Growth - Direct	Small Cap Fund	₹19,141 Cr	-2.59%	+10.20%	0.64%
6	Kotak Large Cap Fund - Growth - DirectSilver	Large Cap Fund	₹10,514 Cr	-10.02%	+9.27%	0.76%
7	Kotak ELSS Tax Saver Fund-Growth - DirectGold	ELSS	₹6,071 Cr	-6.56%	+9.62%	0.85%
8	Kotak Contra Fund - Direct Plan - GrowthGold	Contra Fund	₹5,196 Cr	-8.71%	+12.92%	0.80%
9	Kotak Pioneer Fund- Direct Plan- Growth OptionPlatinum	Sectoral/Thematic	₹4,295 Cr	+3.56%	+18.91%	0.63%
10	Kotak Focused Fund- Direct Plan- Growth optionGold	Focused Fund	₹4,273 Cr	-4.87%	+12.87%	0.73%
11	Kotak Business Cycle Fund - Growth - Direct PlanPlatinum	Sectoral/Thematic	₹3,414 Cr	-1.21%	+14.86%	0.75%
12	Kotak Manufacture in India Fund - Direct Plan GrowthPlatinum	Sectoral/Thematic	₹3,132 Cr	+5.90%	+18.12%	0.76%
13	Kotak Infrastructure and Economic Reform Fund - Growth Option - Direct PlanGold	Sectoral/Thematic	₹2,334 Cr	-1.60%	+14.24%	0.85%
14	Kotak MNC Fund-Direct Plan-GrowthGold	Sectoral/Thematic	₹2,246 Cr	+5.38%	—	0.90%
15	Kotak Special Opportunities Fund - Direct Plan - Growth OptionSilver	Sectoral/Thematic	₹1,920 Cr	+4.01%	—	1.04%

Showing 15 of 27; sorting covers all of them.

Debt (16)

Largest: Kotak Liquid Fund - Direct Plan - Growth · 26% of this house's assets

#
1	Kotak Liquid Fund - Direct Plan - GrowthGold	Liquid Fund	₹42,047 Cr	+6.43%	+6.89%	0.15%
2	Kotak Money Market Fund - (Growth) - DirectPlatinum	Money Market Fund	₹27,513 Cr	+6.35%	+7.30%	0.16%
3	Kotak Ultra Short Term Fund - Growth - Direct PlanPlatinum	Ultra Short Duration Fund	₹15,708 Cr	+6.23%	+7.12%	0.36%
4	Kotak Corporate Bond Fund- Direct Plan- Growth OptionGold	Corporate Bond Fund	₹14,791 Cr	+3.75%	+7.12%	0.36%
5	Kotak Short Term Fund - (Growth) - Direct PlanGold	Short Duration Fund	₹14,241 Cr	+4.27%	+7.24%	0.38%
6	Kotak Ultra Short to Short Term Fund - Growth Option - Direct PlanPlatinum	Low Duration Fund	₹12,566 Cr	+5.75%	+7.33%	0.41%
7	Kotak Overnight Fund -Direct Plan-Growth OptionPlatinum	Overnight Fund	₹7,935 Cr	+5.29%	+6.03%	0.09%
8	Kotak Banking and PSU Debt Fund - Growth - Direct PlanSilver	Banking and PSU Fund	₹4,761 Cr	+3.95%	+7.05%	0.40%
9	Kotak Floating Interest Rates Fund - GROWTH OPTION - Direct PlanGold	Floater Fund	₹3,240 Cr	+4.95%	+7.47%	0.24%
10	Kotak Dynamic Term Fund - Growth - Direct PlanPlatinum	Dynamic Bond	₹2,219 Cr	+3.91%	+7.62%	0.61%
11	Kotak Gilt Fund - Investment Provident Fund and Trust-Growth - Direct Plan	Gilt Fund	₹2,065 Cr	+0.59%	+5.49%	0.40%
12	Kotak Gilt Fund - Growth - Direct Plan	Gilt Fund	₹2,065 Cr	+0.59%	+5.48%	0.48%
13	Kotak Medium Term Fund - Direct GrowthSilver	Medium Duration Fund	₹1,912 Cr	+4.87%	+8.59%	0.67%
14	Kotak Credit Risk Fund - Growth - DirectBronze	Credit Risk Fund	₹773 Cr	+5.63%	+8.26%	0.81%
15	Kotak Long Term Fund - Growth - Direct Plan	Long Duration Fund	₹49 Cr	-1.49%	—	0.32%
16	Kotak Medium to Long Term Fund - Growth - Direct PlanGold	Medium to Long Duration Fund	—	+2.49%	+6.82%	—

Hybrid (6)

Largest: Kotak Arbitrage Fund - Direct Plan - Growth · 22% of this house's assets

#
1	Kotak Arbitrage Fund - Direct Plan - GrowthPlatinum	Arbitrage Fund	₹75,275 Cr	+6.92%	+7.47%	2.31%
2	Kotak Balanced Advantage Fund - Direct Plan -Growth OptionSilver	Dynamic Asset Allocation or Balanced Advantage	₹16,618 Cr	-2.89%	+8.59%	0.82%
3	Kotak Multi Asset Allocation Fund - Direct Plan - Growth OptionGold	Multi Asset Allocation	₹15,236 Cr	+2.46%	+15.33%	0.63%
4	Kotak Equity Savings Fund - Direct - GrowthPlatinum	Equity Savings	₹10,443 Cr	+0.29%	+9.20%	1.09%
5	Kotak Aggressive Hybrid Fund - Direct Plan -GrowthGold	Aggressive Hybrid Fund	₹9,040 Cr	-4.33%	+11.21%	0.64%
6	Kotak Conservative Hybrid Fund - Growth - Direct PlanGold	Conservative Hybrid Fund	₹2,733 Cr	-0.84%	+8.13%	0.60%

Badges are our own quality tiers — Platinum (top 10%), Gold (25%), Silver (50%), Bronze (75%) — scored within each sub-category, so they compare a fund with its peers and not with funds of a different type. Click any column heading to re-sort — including the fund name, which groups a house’s funds together. Funds with no value for a column sort last. Returns over 1 year are annualised (CAGR). Past performance does not indicate future returns. Direct-plan Growth schemes only, largest first within each category.