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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

₹4,14,792 Cr

AUM growth

₹8,992 Cr

Fund managers

22

Explore Kotak Mahindra Mutual Funds

NameFund sizeExpense Ratio1 Y3 Y
Kotak Infrastructure and Economic Reform Fund Direct Growth
₹1,803 Cr0.68%62.0%39.0%
Mahindra Manulife Mid Cap Fund Direct Growth
₹2,433 Cr0.48%66.6%30.5%
Mahindra Manulife Focused Fund Direct Growth
₹1,339 Cr0.43%53.3%27.8%
Mahindra Manulife Multi Cap Fund Direct Growth
₹3,478 Cr0.39%52.3%26.7%
Kotak Emerging Equity Scheme Direct Growth
₹42,699 Cr0.38%48.5%26.4%
Kotak India EQ Contra Fund Direct Growth
₹2,961 Cr0.61%52.4%26.1%
Kotak India Growth Fund Series IV Direct Growth
₹132 Cr0.34%50.2%26.0%
Mahindra Manulife Large & Mid Cap Fund Direct Growth
₹2,142 Cr0.46%51.4%25.8%
Kotak Small Cap Fund Direct Growth
Kotak Small Cap Fund Direct Growth

Small-Cap Very High Risk

₹14,815 Cr0.46%43.9%25.8%
Kotak Equity Opportunities Fund Direct Growth
Kotak Equity Opportunities Fund Direct Growth

Large & Mid-Cap Very High Risk

₹21,495 Cr0.53%47.5%25.0%
View all Kotak Mahindra Mutual Funds

Top Kotak Mahindra Fund Managers

₹1,01,326 Cr

AUM

48

Schemes

₹34,750 Cr

AUM

24

Schemes

₹65,952 Cr

AUM

4

Schemes

₹1,86,775 Cr

AUM

25

Schemes

SK

Shibani Kurian

₹7,267 Cr

AUM

5

Schemes

HU

Harsha Upadhyaya

₹84,516 Cr

AUM

7

Schemes

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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