Kotak Mahindra Mutual Fund

As of 31 Jan 2024, fund size of Kotak Debt Hybrid Fund is 2,249.29 Cr.

The average category Returns for Conservative funds under Hybrid class are 9.77% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

Kotak Debt Hybrid Fund has given 10.42% annualized return for the last 3 years. The funds SIP returns during the same period is 11.18%

Kotak Debt Hybrid Fund has 5 Star Rating at present.

As of 31 Jan 2024, fund size of Kotak Banking & PSU Fund is 6,012.76 Cr.

The average category Returns for Banking and PSU funds under Debt class are 4.83% per annum for the last 3 years. Category returns represent the average returns of all the funds from Banking and PSU fund category.

Kotak Banking & PSU Fund has given 5.43% annualized return for the last 3 years. The funds SIP returns during the same period is 6.12%

Kotak Banking & PSU Fund has 5 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

As of 31 Jan 2024, fund size of Kotak Equity Hybrid Fund is 4,917.78 Cr.

The average category Returns for Aggressive funds under Hybrid class are 19.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Kotak Equity Hybrid Fund has given 16.29% annualized return for the last 3 years. The funds SIP returns during the same period is 16.76%

Kotak Equity Hybrid Fund has 5 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jan 2024, fund size of Kotak Balanced Advantage Fund is 15,622.55 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 13.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Kotak Balanced Advantage Fund has given 11.07% annualized return for the last 3 years. The funds SIP returns during the same period is 12.16%

Kotak Balanced Advantage Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Kotak Dynamic Bond Fund is 2,459.51 Cr.

The average category Returns for Dynamic Bond funds under Debt class are 4.73% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Bond fund category.

Kotak Dynamic Bond Fund has given 5.11% annualized return for the last 3 years. The funds SIP returns during the same period is 6.02%

Kotak Dynamic Bond Fund has 3 Star Rating at present.

As of 31 Jan 2024, fund size of Kotak Bond Short Term Fund is 13,635.18 Cr.

The average category Returns for Short Duration funds under Debt class are 5.49% per annum for the last 3 years. Category returns represent the average returns of all the funds from Short Duration fund category.

Kotak Bond Short Term Fund has given 4.90% annualized return for the last 3 years. The funds SIP returns during the same period is 5.70%

Kotak Bond Short Term Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

As of 31 Jan 2024, fund size of Kotak Multicap Fund is 8,932.31 Cr.

-

-

At present Kotak Multicap Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Kotak Multi Asset Allocator Fund Of Fund is 1,299.04 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 17.53% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

Kotak Multi Asset Allocator Fund Of Fund has given 20.23% annualized return for the last 3 years. The funds SIP returns during the same period is 21.50%

At present Kotak Multi Asset Allocator Fund Of Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Kotak Gold Fund is 1,590.11 Cr.

The average category Returns for Gold Saving funds under Gold class are 4.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Gold Saving fund category.

Kotak Gold Fund has given 13.13% annualized return for the last 3 years. The funds SIP returns during the same period is 18.23%

At present Kotak Gold Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Kotak Equity Savings Fund is 4,329.51 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 10.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

Kotak Equity Savings Fund has given 12.16% annualized return for the last 3 years. The funds SIP returns during the same period is 13.09%

At present Kotak Equity Savings Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Kotak Debt Hybrid Fund is 2,249.29 Cr.

The average category Returns for Conservative funds under Hybrid class are 9.77% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

Kotak Debt Hybrid Fund has given 10.42% annualized return for the last 3 years. The funds SIP returns during the same period is 11.18%

Kotak Debt Hybrid Fund has 5 Star Rating at present.

As of 31 Jan 2024, fund size of Kotak Banking & PSU Fund is 6,012.76 Cr.

The average category Returns for Banking and PSU funds under Debt class are 4.83% per annum for the last 3 years. Category returns represent the average returns of all the funds from Banking and PSU fund category.

Kotak Banking & PSU Fund has given 5.43% annualized return for the last 3 years. The funds SIP returns during the same period is 6.12%

Kotak Banking & PSU Fund has 5 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

As of 31 Jan 2024, fund size of Kotak Equity Hybrid Fund is 4,917.78 Cr.

The average category Returns for Aggressive funds under Hybrid class are 19.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Kotak Equity Hybrid Fund has given 16.29% annualized return for the last 3 years. The funds SIP returns during the same period is 16.76%

Kotak Equity Hybrid Fund has 5 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jan 2024, fund size of Kotak Balanced Advantage Fund is 15,622.55 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 13.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Kotak Balanced Advantage Fund has given 11.07% annualized return for the last 3 years. The funds SIP returns during the same period is 12.16%

Kotak Balanced Advantage Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Aug 2023, fund size of Kotak Dynamic Bond Fund is 2,459.51 Cr.

The average category Returns for Dynamic Bond funds under Debt class are 4.73% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Bond fund category.

Kotak Dynamic Bond Fund has given 5.11% annualized return for the last 3 years. The funds SIP returns during the same period is 6.02%

Kotak Dynamic Bond Fund has 3 Star Rating at present.

As of 31 Jan 2024, fund size of Kotak Bond Short Term Fund is 13,635.18 Cr.

The average category Returns for Short Duration funds under Debt class are 5.49% per annum for the last 3 years. Category returns represent the average returns of all the funds from Short Duration fund category.

Kotak Bond Short Term Fund has given 4.90% annualized return for the last 3 years. The funds SIP returns during the same period is 5.70%

Kotak Bond Short Term Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

As of 31 Jan 2024, fund size of Kotak Multicap Fund is 8,932.31 Cr.

-

-

At present Kotak Multicap Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Kotak Multi Asset Allocator Fund Of Fund is 1,299.04 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 17.53% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

Kotak Multi Asset Allocator Fund Of Fund has given 20.23% annualized return for the last 3 years. The funds SIP returns during the same period is 21.50%

At present Kotak Multi Asset Allocator Fund Of Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Kotak Gold Fund is 1,590.11 Cr.

The average category Returns for Gold Saving funds under Gold class are 4.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Gold Saving fund category.

Kotak Gold Fund has given 13.13% annualized return for the last 3 years. The funds SIP returns during the same period is 18.23%

At present Kotak Gold Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Kotak Equity Savings Fund is 4,329.51 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 10.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

Kotak Equity Savings Fund has given 12.16% annualized return for the last 3 years. The funds SIP returns during the same period is 13.09%

At present Kotak Equity Savings Fund has not been rated by us.

Not Rated