Kotak Mutual Fund has been around in the mutual fund industry for more than 12 years and has more than 10 lakh investors on board who have entrusted them with their savings. Having experienced fund managers on their rolls who are well-equipped in choosing diverse investment options based on risk potential and capital appreciation, the fund has generated enough trust and has been rated amongst the best, which has helped many fulfill their long-term investment goals.
Moreover, many Kotak Mutual Fund schemes have a rating of AA and AAA, which makes it an idle investment option. The fund house has on offer various products which have given consistent performance over the years. Investors looking to invest in Kotak MF have the option of choosing from a broad range of investment products that suit distinct risk appetites and investment tenures.
Here is the list of the Top 7 Kotak Mutual Fund Schemes in 2022
1. Kotak Small Cap Fund Direct-Growth
The Kotak Small Cap Fund falls under the Equity category of Kotak Mahindra Mutual Funds.
Fund Performance: The fund’s annualized returns for the past 3 years & 5 years have been around 33.62% & 17.13% respectively.
Minimum Investment Amount: The lump sum minimum amount for Kotak Small Cap Fund is ₹5,000 and for SIP, it is ₹1,000.
AUM: ₹8,614 Cr
1Y Returns: -0.66%
2. Kotak Debt Hybrid Fund Direct-Growth
The Kotak Debt Hybrid Fund falls under the Hybrid category of Kotak Mahindra Mutual Funds.
Fund Performance: The fund’s annualized returns for the past 3 years & 5 years have been around 12.06% & 9.67% respectively.
Minimum Investment Amount: The lump sum minimum amount for Kotak Debt Hybrid Fund is ₹5,000 and for SIP, it is ₹1,000.
AUM: ₹ 1,600.76 Cr.
1Y Returns: 5.11%
3. Kotak Bluechip Fund Direct-Growth
The Kotak Bluechip Fund falls under the Equity category of Kotak Mahindra Mutual Funds.
Fund Performance: The fund’s annualized returns for the past 3 years & 5 years have been around 17.17% & 13.06% respectively.
Minimum Investment Amount: The lump sum minimum amount for Kotak Bluechip Fund is ₹1,000 and for SIP, it is ₹100.
AUM: ₹ 5,255.83 Cr
1Y Returns: 2.92%
4. Kotak Emerging Equity Fund Direct-Growth
The Kotak Emerging Equity Fund falls under the Equity category of Kotak Mahindra Mutual Funds.
Fund Performance: The fund’s annualized returns for the past 3 years & 5 years have been around 26.13% & 15.07% respectively.
Minimum Investment Amount: The lump sum minimum amount for Kotak Emerging Equity Fund is ₹5,000 and for SIP, it is ₹1,000.
AUM: ₹ 22,540 Cr
1Y Returns: 7.26%
5. Kotak Equity Opportunities Fund Direct-Growth
The Kotak Equity Opportunities Fund falls under the Equity category of Kotak Mahindra Mutual Funds.
Fund Performance: The fund’s annualized returns for the past 3 years & 5 years have been around 20.04% & 13.58% respectively.
Minimum Investment Amount: The lump sum minimum amount for Kotak Equity Opportunities Fund is ₹5,000 and for SIP, it is ₹1,000.
AUM: ₹ 11,370.29 Cr
1Y Returns: 9.12%
6. Kotak Tax Saver Fund Direct-Growth
The Kotak Tax Saver Fund falls under the Equity category of Kotak Mahindra Mutual Funds.
Fund Performance: The fund’s annualized returns for the past 3 years & 5 years have been around 20.06% & 13.97% respectively.
Minimum Investment Amount: The lump sum minimum amount for Kotak Tax Saver Fund is ₹500 and for SIP, it is ₹500.
AUM: ₹ 3,062.89 Cr
1Y Returns: 7.35%
7. Kotak Equity Hybrid Fund Direct-Growth
The Kotak Equity Hybrid Fund falls under the Hybrid category of Kotak Mahindra Mutual Funds.
Fund Performance: The fund’s annualized returns for the past 3 years & 5 years have been around 18.46% & 12.93% respectively.
Minimum Investment Amount: The lump sum minimum amount for Kotak Equity Hybrid Fund is ₹5,000 and for SIP, it is ₹1,000.
AUM: ₹ 3,067.33 Cr
1Y Returns: 6.38%
Note: AUM is mentioned as on 30/09/2022
