Kotak Mahindra Mutual Fund

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 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 Equity Arbitrage Fund is 35,997.88 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 4.63% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

Kotak Equity Arbitrage Fund has given 5.82% annualized return for the last 3 years. The funds SIP returns during the same period is 6.74%

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

Not Rated

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 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 Equity Arbitrage Fund is 35,997.88 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 4.63% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

Kotak Equity Arbitrage Fund has given 5.82% annualized return for the last 3 years. The funds SIP returns during the same period is 6.74%

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

Not Rated