Kotak Mahindra Mutual Fund

As of 31 Aug 2023, fund size of Kotak Debt Hybrid Fund is 2,249.29 Cr.

The average category Returns for Conservative funds under Hybrid class are 8.20% 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 9.34% annualized return for the last 3 years. The funds SIP returns during the same period is 9.99%

Kotak Debt Hybrid Fund has 5 Star Rating at present.

As of 31 Aug 2023, fund size of Kotak Banking & PSU Fund is 6,012.76 Cr.

The average category Returns for Banking & PSU funds under Debt class are 6.05% per annum for the last 3 years. Category returns represent the average returns of all the funds from Banking & PSU fund category.

Kotak Banking & PSU Fund has given 6.28% annualized return for the last 3 years. The funds SIP returns during the same period is 7.25%

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 Aug 2023, fund size of Kotak Equity Hybrid Fund is 4,917.78 Cr.

The average category Returns for Aggressive funds under Hybrid class are 11.88% 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 12.50% annualized return for the last 3 years. The funds SIP returns during the same period is 12.57%

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.

15,622.55 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 10.25% 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 9.87% annualized return for the last 3 years. The funds SIP returns during the same period is 10.04%

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 6.23% 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 6.15% annualized return for the last 3 years. The funds SIP returns during the same period is 7.43%

Kotak Dynamic Bond Fund has 3 Star Rating at present.

As of 31 Aug 2023, 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 6.18% 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 5.88% annualized return for the last 3 years. The funds SIP returns during the same period is 6.95%

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 Aug 2023, fund size of Kotak Multicap Fund is 8,932.31 Cr.

The average category Returns for Flexi Cap funds under Equity class are 14.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

Kotak Multicap Fund has given 21.37% annualized return for the last 3 years. The funds SIP returns during the same period is 20.19%

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

Not Rated

As of 31 Aug 2023, fund size of Kotak Nifty 50 Index Fund is 531.88 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Kotak Nifty 50 Index Fund has given 10.35% annualized return for the last 3 years. The funds SIP returns during the same period is 10.41%

At present Kotak Nifty 50 Index 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 8.27% 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 10.23% annualized return for the last 3 years. The funds SIP returns during the same period is 10.08%

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

Not Rated

As of 31 Aug 2023, fund size of Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund is 2,491.56 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund has given 6.91% annualized return for the last 3 years. The funds SIP returns during the same period is 8.41%

At present Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Kotak Debt Hybrid Fund is 2,249.29 Cr.

The average category Returns for Conservative funds under Hybrid class are 8.20% 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 9.34% annualized return for the last 3 years. The funds SIP returns during the same period is 9.99%

Kotak Debt Hybrid Fund has 5 Star Rating at present.

As of 31 Aug 2023, fund size of Kotak Banking & PSU Fund is 6,012.76 Cr.

The average category Returns for Banking & PSU funds under Debt class are 6.05% per annum for the last 3 years. Category returns represent the average returns of all the funds from Banking & PSU fund category.

Kotak Banking & PSU Fund has given 6.28% annualized return for the last 3 years. The funds SIP returns during the same period is 7.25%

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 Aug 2023, fund size of Kotak Equity Hybrid Fund is 4,917.78 Cr.

The average category Returns for Aggressive funds under Hybrid class are 11.88% 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 12.50% annualized return for the last 3 years. The funds SIP returns during the same period is 12.57%

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.

15,622.55 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 10.25% 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 9.87% annualized return for the last 3 years. The funds SIP returns during the same period is 10.04%

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 6.23% 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 6.15% annualized return for the last 3 years. The funds SIP returns during the same period is 7.43%

Kotak Dynamic Bond Fund has 3 Star Rating at present.

As of 31 Aug 2023, 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 6.18% 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 5.88% annualized return for the last 3 years. The funds SIP returns during the same period is 6.95%

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 Aug 2023, fund size of Kotak Multicap Fund is 8,932.31 Cr.

The average category Returns for Flexi Cap funds under Equity class are 14.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

Kotak Multicap Fund has given 21.37% annualized return for the last 3 years. The funds SIP returns during the same period is 20.19%

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

Not Rated

As of 31 Aug 2023, fund size of Kotak Nifty 50 Index Fund is 531.88 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Kotak Nifty 50 Index Fund has given 10.35% annualized return for the last 3 years. The funds SIP returns during the same period is 10.41%

At present Kotak Nifty 50 Index 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 8.27% 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 10.23% annualized return for the last 3 years. The funds SIP returns during the same period is 10.08%

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

Not Rated

As of 31 Aug 2023, fund size of Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund is 2,491.56 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund has given 6.91% annualized return for the last 3 years. The funds SIP returns during the same period is 8.41%

At present Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund has not been rated by us.

Not Rated