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Kotak Mahindra Mutual Funds

Kotak Mahindra Mutual Funds

About This AMC

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

123

AUM

₹5,09,981 Cr

AUM growth

-₹257 Cr

Fund managers

23

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Top Kotak Mahindra Fund Managers

₹1,33,287 Cr

AUM

57

Schemes

₹48,979 Cr

AUM

29

Schemes

₹87,501 Cr

AUM

4

Schemes

₹4,111 Cr

AUM

4

Schemes

SK

Shibani Kurian

₹12,700 Cr

AUM

6

Schemes

HU

Harsha Upadhyaya

₹88,867 Cr

AUM

6

Schemes

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All about Kotak Mahindra Mutual Funds

Mutual fund nameKotak Mahindra Mutual Fund
AMC Setup Date23 June 1998
AMC Incorporation Date5 August 1994
Sponsor nameKotak Mahindra Bank Limited
Trustee organisationKotak Mahindra Trustee Co. Ltd.
ChairmanMr. Uday Kotak
CIOMr. Harsha Upadhyaya (E) and Ms. Lakshmi Iyer (D)
MD and CEOMr. Nilesh Shah
Compliance OfficerMs. Jolly Bhatt
Investor Service OfficerMs. Sushma Mata

All about Kotak Mahindra Mutual Funds

Key Information

Mutual fund nameKotak Mahindra Mutual Fund
AMC Setup Date23 June 1998
AMC Incorporation Date5 August 1994
Sponsor nameKotak Mahindra Bank Limited
Trustee organisationKotak Mahindra Trustee Co. Ltd.
ChairmanMr. Uday Kotak
CIOMr. Harsha Upadhyaya (E) and Ms. Lakshmi Iyer (D)
MD and CEOMr. Nilesh Shah
Compliance OfficerMs. Jolly Bhatt
Investor Service OfficerMs. Sushma Mata

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