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Kotak Mahindra Hybrid Mutual Funds

Kotak Mahindra Hybrid 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 Hybrid Mutual Funds

NameFund sizeExpense Ratio1 Y3 Y
Kotak Multi Asset Allocator Fund of Fund - Dynamic Direct Growth
₹1,418 Cr0.3%32.4%21.8%
Kotak Equity Hybrid Fund Direct Growth
Kotak Equity Hybrid Fund Direct Growth

Aggressive Allocation Very High Risk

₹5,411 Cr0.48%30.4%18.3%
Kotak Equity Savings Fund Direct Growth
Kotak Equity Savings Fund Direct Growth

Equity Savings Moderate Risk

₹5,132 Cr0.73%20.4%13.5%
Kotak Balanced Advantage Fund Direct Growth
Kotak Balanced Advantage Fund Direct Growth

Dynamic Asset Allocation Very High Risk

₹15,844 Cr0.52%20.0%12.8%
Kotak Debt Hybrid Fund Direct Growth
Kotak Debt Hybrid Fund Direct Growth

Conservative Allocation Moderately High risk

₹2,414 Cr0.5%17.1%12.0%
Kotak Equity Arbitrage Fund Direct Growth
₹43,514 Cr0.44%8.6%6.5%
Kotak Multi Asset Allocation Fund Direct Growth
Kotak Multi Asset Allocation Fund Direct Growth

Multi Asset Allocation High Risk

₹5,755 Cr0.31%%%
Kotak All Weather Debt Fund of Funds Direct Growth
Kotak All Weather Debt Fund of Funds Direct Growth

Fund of Funds Moderately High risk

₹31 Cr0.07%7.5%%
View all Kotak Mahindra Hybrid Mutual Funds

Top Kotak Mahindra Hybrid 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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