Kotak Mahindra Mutual Fund

As of 31 Aug 2023, fund size of Kotak Equity Opportunities Fund is 18,315.08 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 15.10% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

Kotak Equity Opportunities Fund has given 16.22% annualized return for the last 3 years. The funds SIP returns during the same period is 15.28%

Kotak Equity Opportunities 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 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.

As of 31 Aug 2023, fund size of Kotak Bluechip Fund is 7,446.82 Cr.

The average category Returns for Large Cap funds under Equity class are 11.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

Kotak Bluechip Fund has given 12.00% annualized return for the last 3 years. The funds SIP returns during the same period is 12.49%

Kotak Bluechip 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.

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 Emerging Equity Fund is 39,027.24 Cr.

The average category Returns for Mid Cap funds under Equity class are 18.11% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

Kotak Emerging Equity Fund has given 18.45% annualized return for the last 3 years. The funds SIP returns during the same period is 17.47%

Kotak Emerging Equity Fund has 3 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 Focused Equity Fund is 3,094.39 Cr.

The average category Returns for Focused funds under Equity class are 13.17% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

Kotak Focused Equity Fund has given 11.25% annualized return for the last 3 years. The funds SIP returns during the same period is 12.42%

Kotak Focused Equity 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 Very High risk.

As of 31 Aug 2023, fund size of Kotak Small Cap Fund is 14,425.52 Cr.

The average category Returns for Small cap funds under Equity class are 17.54% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

Kotak Small Cap Fund has given 13.45% annualized return for the last 3 years. The funds SIP returns during the same period is 11.97%

Kotak Small Cap 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 Very High risk.

As of 31 Aug 2023, fund size of Kotak Flexi Cap Fund is 44,426.93 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 Flexi Cap Fund has given 13.18% annualized return for the last 3 years. The funds SIP returns during the same period is 13.13%

Kotak Flexi Cap 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 Very High 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 Infrastructure & Economic Reform Fund is 1,477.31 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 Infrastructure & Economic Reform Fund has given 20.77% annualized return for the last 3 years. The funds SIP returns during the same period is 15.59%

At present Kotak Infrastructure & Economic Reform Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Kotak Equity Opportunities Fund is 18,315.08 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 15.10% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

Kotak Equity Opportunities Fund has given 16.22% annualized return for the last 3 years. The funds SIP returns during the same period is 15.28%

Kotak Equity Opportunities 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 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.

As of 31 Aug 2023, fund size of Kotak Bluechip Fund is 7,446.82 Cr.

The average category Returns for Large Cap funds under Equity class are 11.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

Kotak Bluechip Fund has given 12.00% annualized return for the last 3 years. The funds SIP returns during the same period is 12.49%

Kotak Bluechip 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.

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 Emerging Equity Fund is 39,027.24 Cr.

The average category Returns for Mid Cap funds under Equity class are 18.11% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

Kotak Emerging Equity Fund has given 18.45% annualized return for the last 3 years. The funds SIP returns during the same period is 17.47%

Kotak Emerging Equity Fund has 3 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 Focused Equity Fund is 3,094.39 Cr.

The average category Returns for Focused funds under Equity class are 13.17% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

Kotak Focused Equity Fund has given 11.25% annualized return for the last 3 years. The funds SIP returns during the same period is 12.42%

Kotak Focused Equity 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 Very High risk.

As of 31 Aug 2023, fund size of Kotak Small Cap Fund is 14,425.52 Cr.

The average category Returns for Small cap funds under Equity class are 17.54% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

Kotak Small Cap Fund has given 13.45% annualized return for the last 3 years. The funds SIP returns during the same period is 11.97%

Kotak Small Cap 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 Very High risk.

As of 31 Aug 2023, fund size of Kotak Flexi Cap Fund is 44,426.93 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 Flexi Cap Fund has given 13.18% annualized return for the last 3 years. The funds SIP returns during the same period is 13.13%

Kotak Flexi Cap 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 Very High 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 Infrastructure & Economic Reform Fund is 1,477.31 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 Infrastructure & Economic Reform Fund has given 20.77% annualized return for the last 3 years. The funds SIP returns during the same period is 15.59%

At present Kotak Infrastructure & Economic Reform Fund has not been rated by us.

Not Rated