Kotak Mahindra Asset Management Company Limited (KMAMC) is a public limited company registered under the Companies Act, 1956 on August 2, 1994. It serves as the asset manager for Kotak Mahindra Mutual Fund (KMMF) and operates as a wholly-owned subsidiary of Kotak Mahindra Bank Limited (KMBL).
Kotak Mahindra Mutual Fund, established in December 1998, holds the distinction of being the first AMC to introduce a dedicated gilt fund, focusing solely on Government securities.
Kotak Mahindra Mutual Fund has been consistently among the largest mutual funds in terms of AUM (Assets Under Management).
Leading the way at Kotak AMC is Nilesh Shah, serving as the Managing Director. Harsha Upadhyay is the CIO (Chief Investment Officer) on the equity side and also manages Kotak Flexi Cap Fund, one of the largest mutual fund schemes in India (₹40,000+ crore)
As of February 2024
Schemes
133
AUM
₹5,80,682 Cr
AUM growth
₹24,266 Cr
Fund managers
26
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Name | Fund size | Expense Ratio | 1 Y | 3 Y |
---|
₹1,45,078 Cr
AUM
70
Schemes
₹56,772 Cr
AUM
41
Schemes
₹1,04,265 Cr
AUM
4
Schemes
₹4,031 Cr
AUM
4
Schemes
Shibani Kurian
₹13,701 Cr
AUM
6
Schemes
Harsha Upadhyaya
₹95,286 Cr
AUM
7
Schemes
Mutual fund name | Kotak Mahindra Mutual Fund |
AMC Setup Date | 23 June 1998 |
AMC Incorporation Date | 5 August 1994 |
Sponsor name | Kotak Mahindra Bank Limited |
Trustee organisation | Kotak Mahindra Trustee Co. Ltd. |
Chairman | Mr. Uday Kotak |
CIO | Mr. Harsha Upadhyaya (E) and Ms. Lakshmi Iyer (D) |
MD and CEO | Mr. Nilesh Shah |
Compliance Officer | Ms. Jolly Bhatt |
Investor Service Officer | Ms. Sushma Mata |
Mutual fund name | Kotak Mahindra Mutual Fund |
AMC Setup Date | 23 June 1998 |
AMC Incorporation Date | 5 August 1994 |
Sponsor name | Kotak Mahindra Bank Limited |
Trustee organisation | Kotak Mahindra Trustee Co. Ltd. |
Chairman | Mr. Uday Kotak |
CIO | Mr. Harsha Upadhyaya (E) and Ms. Lakshmi Iyer (D) |
MD and CEO | Mr. Nilesh Shah |
Compliance Officer | Ms. Jolly Bhatt |
Investor Service Officer | Ms. Sushma Mata |
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