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Last updated: 19 Sep 2025, 01:35 PM
Kotak Mahindra Mutual Fund: Empowering Wealth Creation with Expertise
Kotak Mahindra Mutual Fund, established in 1998 as a subsidiary of Kotak Mahindra Bank (one of India's leading private banks), is headquartered in Mumbai. Renowned for its innovative investment strategies and customer-focused approach, it ranks among India's top five asset management companies, delivering tailored solutions for diverse financial goals.
In-Depth Details
Key Highlights
- Products Offered: Over 70 schemes across equity (e.g., Flexicap Fund, Emerging Equity Fund), debt (e.g., Bond Short Term Fund, Liquid Fund), hybrid (e.g., Equity Hybrid Fund), solution-oriented (e.g., Retirement Fund, Children’s Fund), ELSS tax-savers (e.g., Tax Saver Fund), ETFs, and index funds—designed for growth, income, tax savings, and balanced portfolios with SIPs starting at ₹100.
- Reach & Scale: 85+ branches across 80+ cities, 1.1 crore+ investors, and 65,000+ distribution partners; digital platforms like the Kotak MF app and WhatsApp services ensure seamless access.
- Performance Metrics: Assets Under Management (AUM): ₹5,04,000 crore (as of June 30, 2025); top schemes include Flexicap Fund (₹55,000 crore AUM, 15.2% 5-year CAGR), Emerging Equity Fund (₹48,000 crore, 22%+ 5-year CAGR), and Tax Saver Fund (16%+ 5-year CAGR); monthly SIP inflows: ₹2,200 crore+ (FY 2024-25).
- Achievements: Awarded ‘Best Fund House’ at Morningstar India Awards 2024; recognized for consistent equity fund performance (e.g., Emerging Equity Fund ranked in top quartile, FY24); noted for digital innovation and investor education initiatives like ‘Think Wealth, Think Kotak’ campaigns.
