Home > Mutual Funds > Fund Houses > Kotak Mahindra Mutual Fund

Best Kotak Mahindra Mutual Funds in 2025

Fundwise SIP and SWP returns

Rolling SIP returns

Fund	Any 1Y SIP	Any 3Y SIP	Any 5Y SIP
Kotak Nifty Commodities Index Fund	0%	0%	0%
Kotak International Reit Overseas Equity Omni FOF Fund	1.46%	2.94%	0%
Kotak Crisil Ibx Financial Services 9 To 12 Months Debt Index Fund	0%	0%	0%
Kotak Healthcare Fund	6.82%	0%	0%
Kotak Nifty 100 Equal Weight Index Fund	0%	0%	0%
Kotak Equity Savings Fund	10.02%	10.88%	10.52%
Kotak Multi Asset Allocation Fund	10.14%	0%	0%
Kotak Nifty 50 Index Fund	12.09%	14.15%	0%
Kotak Savings Fund	7.62%	7.5%	6.74%
Kotak Energy Opportunities Fund	0%	0%	0%
Kotak Pioneer Fund	28.18%	21.89%	22.27%
Kotak Midcap Fund	21.55%	23.85%	22.51%
Kotak Income Plus Arbitrage Omni FOF Fund	8.79%	8.29%	0%
Kotak Nifty Top 10 Equal Weight Index Fund	0%	0%	0%
Kotak Nifty Midcap 150 Index Fund	0%	0%	0%
Kotak Special Opportunities Fund	4.8%	0%	0%
Kotak Overnight Fund	5.28%	5.64%	5.69%
Kotak World Gold Fund	0.63%	1.07%	9.59%
Kotak Bond Short Term Fund	8.37%	8.03%	7.76%
Kotak Nifty Midcap 150 ETF Fund	0%	0%	0%
Kotak Gold Fund	8.25%	9.25%	11.63%
Kotak Nifty Midcap 50 ETF Fund	26.07%	22.17%	0%
Kotak Bse Sensex ETF Fund	12.88%	8.54%	9.54%
Kotak Nifty Aaa Bond Financial Services Mar 2028 Index Fund	0%	0%	0%
Kotak Nifty200 Quality 30 ETF Fund	0%	0%	0%
Kotak Us Specific Equity Passive FOF Fund	27.64%	26.52%	0%
Kotak Banking Financial Services Fund	18.97%	0%	0%
Kotak Silver ETF Of Fund	26.6%	0%	0%
Kotak Nifty G Sec July 2033 Index Fund	9.51%	0%	0%
Kotak Nifty 100 Low Volatility 30 Index Fund	8.34%	0%	0%
Kotak ELSS Tax Saver Fund	17.66%	18.01%	17.54%
Kotak Nifty 50 Equal Weight Index Fund	0%	0%	0%
Kotak Mnc Fund	18.59%	0%	0%
Kotak Nifty Alpha 50 Index Fund	0%	0%	0%
Kotak Nifty Mnc ETF Fund	17.26%	14.99%	0%
Kotak Large Cap Fund	15.81%	15.23%	15.9%
Kotak Nifty 1d Rate Liquid ETF Fund	4.13%	0%	0%
Kotak Nifty Midcap 50 Index Fund	12.43%	0%	0%
Kotak Debt Hybrid Fund	11.44%	11.6%	11.22%
Kotak Crisil Ibx Aaa Bond Financial Services Index Dec 2026 Fund	0%	0%	0%
Kotak Nifty Sdl Jul 2026 Index Fund	7.82%	0%	0%
Kotak Bse Housing Index Fund	4.87%	0%	0%
Kotak Nifty Financial Services Ex Bank Index Fund	21.12%	0%	0%
Kotak Arbitrage Fund	6.91%	6.75%	6.55%
Kotak Nifty Sdl Apr 2027 Top 12 Equal Weight Index Fund	7.94%	8.09%	0%
Kotak Nifty It ETF Fund	3.78%	11.23%	0%
Kotak Technology Fund	-3.51%	0%	0%
Kotak Credit Risk Fund	8.63%	8.07%	7.76%
Kotak Nifty 100 Equal Weight ETF Fund	0%	0%	0%
Kotak Money Market Fund	7.52%	7.28%	6.67%
Kotak Corporate Bond Fund	8.01%	7.73%	6.96%
Kotak Long Duration Fund	6.2%	0%	0%
Kotak Transportation Logistics Fund	0%	0%	0%
Kotak Gold Silver Passive FOF Fund	0%	0%	0%
Kotak Infrastructure Economic Reform Fund	20.37%	22.76%	22.56%
Kotak Global Emerging Market Overseas Equity Omni FOF Fund	7.87%	5.32%	5.99%
Kotak Floating Rate Fund	7.68%	6.33%	7.12%
Kotak Active Momentum Fund	0%	0%	0%
Kotak Balanced Advantage Fund	13.75%	12.98%	13.44%
Kotak Quant Fund	2.83%	0%	0%
Kotak Nifty 50 ETF Fund	9.59%	11.38%	10.56%
Kotak Nifty 100 Low Volatility 30 ETF Fund	18.54%	16.1%	0%
Kotak Focused Fund	18.25%	18.4%	18.2%
Kotak Contra Fund	16.97%	18.89%	18.08%
Kotak Medium Term Fund	8.45%	7.61%	7.63%
Kotak Msci India ETF Fund	0%	0%	0%
Kotak Liquid Fund	7.09%	6.94%	6.04%
Kotak Gold ETF Fund	11.12%	2.9%	-8.08%
Kotak Nifty Sdl Jul 2033 Index Fund	9.36%	0%	0%
Kotak Crisil Ibx Aaa Financial Services Index Sep 2027 Fund	8.66%	0%	0%
Kotak Dynamic Bond Fund	9.05%	8.82%	8.36%
Kotak Nifty Midcap 150 Momentum 50 Index Fund	8.08%	0%	0%
Kotak Nifty 200 Momentum 30 Index Fund	-1.78%	0%	0%
Kotak Global Innovation Overseas Equity Omni FOF Fund	21.48%	19.05%	0%
Kotak Nifty Bank ETF Fund	15.23%	15.3%	13.78%
Kotak Nifty Smallcap 50 Index Fund	14.56%	0%	0%
Kotak Flexicap Fund	16.46%	17.43%	15.8%
Kotak Nifty PSU Bank ETF Fund	11.44%	5.39%	1.91%
Kotak Nifty Alpha 50 ETF Fund	19.34%	17.25%	0%
Kotak Nifty India Tourism Index Fund	2.18%	0%	0%
Kotak Small Cap Fund	21.76%	23.61%	24.43%
Kotak Bond Fund	8.09%	8.12%	7.22%
Kotak Multicap Fund	23.88%	23.94%	0%
Kotak Bse PSU Index Fund	10.65%	0%	0%
Kotak Nifty Next 50 Index Fund	10.45%	21.22%	0%
Kotak Gilt Investment Provident And Trust Fund	8.86%	8.45%	8.02%
Kotak Nifty Sdl Apr 2032 Top 12 Equal Weight Index Fund	9.02%	9.28%	0%
Kotak Nifty India Consumption ETF Fund	18.51%	18.6%	0%
Kotak Manufacture In India Fund	22.67%	20.74%	0%
Kotak Esg Exclusionary Strategy Fund	11.53%	16.55%	0%
Kotak Large Midcap Fund	18.17%	19.07%	18.19%
Kotak Nifty 200 Quality 30 Index Fund	0%	0%	0%
Kotak Low Duration Fund	8.0%	7.76%	6.81%
Kotak Crisil Ibx Financial Services 3 6 Months Debt Index Fund	0%	0%	0%
Kotak Aggressive Hybrid Fund	14.21%	16.51%	17.29%
Kotak Multi Asset Omni FOF Fund	14.76%	16.73%	17.51%
Kotak Consumption Fund	9.33%	0%	0%
Kotak Bse Sensex Index Fund	0%	0%	0%
Kotak Nifty Smallcap 250 Index Fund	0%	0%	0%
Kotak Nifty 200 Momentum 30 ETF Fund	0%	0%	0%
Kotak Us Equity Fund	11.52%	12.54%	13.8%
Kotak Nifty Sdl Plus Aaa PSU Bond Jul 2028 6040 Index Fund	8.14%	8.28%	0%
Kotak Banking And PSU Debt Fund	8.35%	7.87%	7.55%
Kotak Business Cycle Fund	23.94%	19.81%	0%
Kotak Silver ETF Fund	23.88%	0%	0%
Kotak Nifty 50 Value 20 ETF Payout Of Income Distribution Cum Capital Withdrawal Fund	16.41%	18.38%	19.52%
Kotak Nifty Chemicals ETF Fund	0%	0%	0%

SIP Calculator Fund: Duration: 1 Year 3 Years 5 Years SIP Amount (₹):

Rolling SWP returns

Fund	Any 1Y SWP	Any 3Y SWP	Any 5Y SWP
Kotak Nifty Commodities Index Fund	0%	0%	0%
Kotak International Reit Overseas Equity Omni FOF Fund	-0.46%	-2.91%	0%
Kotak Crisil Ibx Financial Services 9 To 12 Months Debt Index Fund	0%	0%	0%
Kotak Healthcare Fund	24.99%	0%	0%
Kotak Nifty 100 Equal Weight Index Fund	0%	0%	0%
Kotak Equity Savings Fund	9.37%	9.56%	8.94%
Kotak Multi Asset Allocation Fund	15.87%	0%	0%
Kotak Nifty 50 Index Fund	12.83%	12.2%	0%
Kotak Savings Fund	7.66%	7.52%	7.29%
Kotak Energy Opportunities Fund	0%	0%	0%
Kotak Pioneer Fund	25.96%	22.85%	30.54%
Kotak Midcap Fund	16.48%	19.56%	18.58%
Kotak Income Plus Arbitrage Omni FOF Fund	8.27%	8.1%	0%
Kotak Nifty Top 10 Equal Weight Index Fund	0%	0%	0%
Kotak Nifty Midcap 150 Index Fund	0%	0%	0%
Kotak Special Opportunities Fund	-10.65%	0%	0%
Kotak Overnight Fund	5.23%	4.26%	4.19%
Kotak World Gold Fund	-3.62%	3.75%	1.23%
Kotak Bond Short Term Fund	8.64%	8.29%	8.53%
Kotak Nifty Midcap 150 ETF Fund	0%	0%	0%
Kotak Gold Fund	7.87%	7.43%	7.43%
Kotak Nifty Midcap 50 ETF Fund	25.24%	30.05%	0%
Kotak Bse Sensex ETF Fund	11.33%	7.94%	7.06%
Kotak Nifty Aaa Bond Financial Services Mar 2028 Index Fund	0%	0%	0%
Kotak Nifty200 Quality 30 ETF Fund	0%	0%	0%
Kotak Us Specific Equity Passive FOF Fund	21.39%	8.88%	0%
Kotak Banking Financial Services Fund	20.06%	0%	0%
Kotak Silver ETF Of Fund	20.33%	0%	0%
Kotak Nifty G Sec July 2033 Index Fund	10.14%	0%	0%
Kotak Nifty 100 Low Volatility 30 Index Fund	-2.86%	0%	0%
Kotak ELSS Tax Saver Fund	14.18%	15.65%	15.51%
Kotak Nifty 50 Equal Weight Index Fund	0%	0%	0%
Kotak Mnc Fund	-1.52%	0%	0%
Kotak Nifty Alpha 50 Index Fund	0%	0%	0%
Kotak Nifty Mnc ETF Fund	23.06%	16.56%	0%
Kotak Large Cap Fund	13.31%	14.0%	13.95%
Kotak Nifty 1d Rate Liquid ETF Fund	2.88%	0%	0%
Kotak Nifty Midcap 50 Index Fund	-10.49%	0%	0%
Kotak Debt Hybrid Fund	10.76%	11.46%	10.82%
Kotak Crisil Ibx Aaa Bond Financial Services Index Dec 2026 Fund	0%	0%	0%
Kotak Nifty Sdl Jul 2026 Index Fund	7.88%	0%	0%
Kotak Bse Housing Index Fund	17.9%	0%	0%
Kotak Nifty Financial Services Ex Bank Index Fund	19.89%	0%	0%
Kotak Arbitrage Fund	6.91%	6.67%	6.38%
Kotak Nifty Sdl Apr 2027 Top 12 Equal Weight Index Fund	8.02%	7.43%	0%
Kotak Nifty It ETF Fund	12.72%	8.46%	0%
Kotak Technology Fund	8.71%	0%	0%
Kotak Credit Risk Fund	8.23%	8.07%	7.79%
Kotak Nifty 100 Equal Weight ETF Fund	0%	0%	0%
Kotak Money Market Fund	7.67%	7.39%	7.08%
Kotak Corporate Bond Fund	8.12%	7.82%	8.06%
Kotak Long Duration Fund	8.82%	0%	0%
Kotak Transportation Logistics Fund	0%	0%	0%
Kotak Gold Silver Passive FOF Fund	0%	0%	0%
Kotak Infrastructure Economic Reform Fund	17.68%	14.71%	10.48%
Kotak Global Emerging Market Overseas Equity Omni FOF Fund	6.72%	5.97%	6.62%
Kotak Floating Rate Fund	7.61%	6.21%	7.18%
Kotak Active Momentum Fund	0%	0%	0%
Kotak Balanced Advantage Fund	12.52%	11.9%	12.49%
Kotak Quant Fund	12.98%	0%	0%
Kotak Nifty 50 ETF Fund	8.51%	8.64%	4.75%
Kotak Nifty 100 Low Volatility 30 ETF Fund	17.19%	19.19%	0%
Kotak Focused Fund	18.53%	16.88%	24.81%
Kotak Contra Fund	15.62%	15.79%	15.08%
Kotak Medium Term Fund	8.34%	7.58%	7.45%
Kotak Msci India ETF Fund	0%	0%	0%
Kotak Liquid Fund	7.15%	6.92%	6.48%
Kotak Gold ETF Fund	12.09%	4.37%	-25.51%
Kotak Nifty Sdl Jul 2033 Index Fund	9.65%	0%	0%
Kotak Crisil Ibx Aaa Financial Services Index Sep 2027 Fund	9.05%	0%	0%
Kotak Dynamic Bond Fund	9.13%	9.38%	9.52%
Kotak Nifty Midcap 150 Momentum 50 Index Fund	-10.17%	0%	0%
Kotak Nifty 200 Momentum 30 Index Fund	19.5%	0%	0%
Kotak Global Innovation Overseas Equity Omni FOF Fund	14.92%	3.35%	0%
Kotak Nifty Bank ETF Fund	11.23%	10.0%	8.75%
Kotak Nifty Smallcap 50 Index Fund	31.27%	0%	0%
Kotak Flexicap Fund	14.74%	14.81%	14.16%
Kotak Nifty PSU Bank ETF Fund	3.53%	-2.24%	-4.34%
Kotak Nifty Alpha 50 ETF Fund	10.54%	18.42%	0%
Kotak Nifty India Tourism Index Fund	13.92%	0%	0%
Kotak Small Cap Fund	15.18%	19.12%	17.54%
Kotak Bond Fund	8.14%	8.06%	8.06%
Kotak Multicap Fund	21.82%	27.19%	0%
Kotak Bse PSU Index Fund	-15.43%	0%	0%
Kotak Nifty Next 50 Index Fund	9.85%	13.59%	0%
Kotak Gilt Investment Provident And Trust Fund	8.66%	8.81%	9.17%
Kotak Nifty Sdl Apr 2032 Top 12 Equal Weight Index Fund	9.04%	8.45%	0%
Kotak Nifty India Consumption ETF Fund	24.56%	15.25%	0%
Kotak Manufacture In India Fund	22.42%	23.4%	0%
Kotak Esg Exclusionary Strategy Fund	14.43%	11.65%	0%
Kotak Large Midcap Fund	15.37%	16.78%	16.15%
Kotak Nifty 200 Quality 30 Index Fund	0%	0%	0%
Kotak Low Duration Fund	8.18%	8.02%	7.83%
Kotak Crisil Ibx Financial Services 3 6 Months Debt Index Fund	0%	0%	0%
Kotak Aggressive Hybrid Fund	11.62%	13.35%	11.32%
Kotak Multi Asset Omni FOF Fund	11.94%	14.92%	13.8%
Kotak Consumption Fund	31.09%	0%	0%
Kotak Bse Sensex Index Fund	0%	0%	0%
Kotak Nifty Smallcap 250 Index Fund	0%	0%	0%
Kotak Nifty 200 Momentum 30 ETF Fund	0%	0%	0%
Kotak Us Equity Fund	11.19%	12.17%	9.17%
Kotak Nifty Sdl Plus Aaa PSU Bond Jul 2028 6040 Index Fund	8.35%	7.84%	0%
Kotak Banking And PSU Debt Fund	8.62%	8.29%	8.6%
Kotak Business Cycle Fund	27.72%	19.57%	0%
Kotak Silver ETF Fund	17.31%	0%	0%
Kotak Nifty 50 Value 20 ETF Payout Of Income Distribution Cum Capital Withdrawal Fund	16.41%	16.45%	15.92%
Kotak Nifty Chemicals ETF Fund	0%	0%	0%

SIP and SWP returns with step-up

Rolling SIP returns with 10% step-up

Fund	Any 1Y SIP	Any 3Y Step-up SIP	Any 5Y Step-up SIP
Kotak Nifty Commodities Index Fund	0%	0%	0%
Kotak International Reit Overseas Equity Omni FOF Fund	1.46%	3.08%	0%
Kotak Crisil Ibx Financial Services 9 To 12 Months Debt Index Fund	0%	0%	0%
Kotak Healthcare Fund	6.82%	0%	0%
Kotak Nifty 100 Equal Weight Index Fund	0%	0%	0%
Kotak Equity Savings Fund	10.02%	10.91%	10.61%
Kotak Multi Asset Allocation Fund	10.14%	0%	0%
Kotak Nifty 50 Index Fund	12.09%	14.05%	0%
Kotak Savings Fund	7.62%	7.48%	6.76%
Kotak Energy Opportunities Fund	0%	0%	0%
Kotak Pioneer Fund	28.18%	22.16%	22.3%
Kotak Midcap Fund	21.55%	23.79%	22.5%
Kotak Income Plus Arbitrage Omni FOF Fund	8.79%	8.28%	0%
Kotak Nifty Top 10 Equal Weight Index Fund	0%	0%	0%
Kotak Nifty Midcap 150 Index Fund	0%	0%	0%
Kotak Special Opportunities Fund	4.8%	0%	0%
Kotak Overnight Fund	5.28%	5.68%	5.76%
Kotak World Gold Fund	0.63%	0.54%	10.02%
Kotak Bond Short Term Fund	8.37%	8.06%	7.71%
Kotak Nifty Midcap 150 ETF Fund	0%	0%	0%
Kotak Gold Fund	8.25%	9.17%	11.57%
Kotak Nifty Midcap 50 ETF Fund	26.07%	21.79%	0%
Kotak Bse Sensex ETF Fund	12.88%	8.51%	9.51%
Kotak Nifty Aaa Bond Financial Services Mar 2028 Index Fund	0%	0%	0%
Kotak Nifty200 Quality 30 ETF Fund	0%	0%	0%
Kotak Us Specific Equity Passive FOF Fund	27.64%	26.83%	0%
Kotak Banking Financial Services Fund	18.97%	0%	0%
Kotak Silver ETF Of Fund	26.6%	0%	0%
Kotak Nifty G Sec July 2033 Index Fund	9.51%	0%	0%
Kotak Nifty 100 Low Volatility 30 Index Fund	8.34%	0%	0%
Kotak ELSS Tax Saver Fund	17.66%	17.89%	17.47%
Kotak Nifty 50 Equal Weight Index Fund	0%	0%	0%
Kotak Mnc Fund	18.59%	0%	0%
Kotak Nifty Alpha 50 Index Fund	0%	0%	0%
Kotak Nifty Mnc ETF Fund	17.26%	14.84%	0%
Kotak Large Cap Fund	15.81%	15.19%	15.92%
Kotak Nifty 1d Rate Liquid ETF Fund	4.13%	0%	0%
Kotak Nifty Midcap 50 Index Fund	12.43%	0%	0%
Kotak Debt Hybrid Fund	11.44%	11.54%	11.24%
Kotak Crisil Ibx Aaa Bond Financial Services Index Dec 2026 Fund	0%	0%	0%
Kotak Nifty Sdl Jul 2026 Index Fund	7.82%	0%	0%
Kotak Bse Housing Index Fund	4.87%	0%	0%
Kotak Nifty Financial Services Ex Bank Index Fund	21.12%	0%	0%
Kotak Arbitrage Fund	6.91%	6.75%	6.58%
Kotak Nifty Sdl Apr 2027 Top 12 Equal Weight Index Fund	7.94%	8.1%	0%
Kotak Nifty It ETF Fund	3.78%	11.03%	0%
Kotak Technology Fund	-3.51%	0%	0%
Kotak Credit Risk Fund	8.63%	8.05%	7.75%
Kotak Nifty 100 Equal Weight ETF Fund	0%	0%	0%
Kotak Money Market Fund	7.52%	7.28%	6.66%
Kotak Corporate Bond Fund	8.01%	7.73%	6.96%
Kotak Long Duration Fund	6.2%	0%	0%
Kotak Transportation Logistics Fund	0%	0%	0%
Kotak Gold Silver Passive FOF Fund	0%	0%	0%
Kotak Infrastructure Economic Reform Fund	20.37%	22.88%	23.1%
Kotak Global Emerging Market Overseas Equity Omni FOF Fund	7.87%	5.31%	6.03%
Kotak Floating Rate Fund	7.68%	6.38%	7.18%
Kotak Active Momentum Fund	0%	0%	0%
Kotak Balanced Advantage Fund	13.75%	12.95%	13.47%
Kotak Quant Fund	2.83%	0%	0%
Kotak Nifty 50 ETF Fund	9.59%	11.29%	10.6%
Kotak Nifty 100 Low Volatility 30 ETF Fund	18.54%	15.87%	0%
Kotak Focused Fund	18.25%	18.38%	18.08%
Kotak Contra Fund	16.97%	18.87%	18.28%
Kotak Medium Term Fund	8.45%	7.63%	7.65%
Kotak Msci India ETF Fund	0%	0%	0%
Kotak Liquid Fund	7.09%	6.95%	6.08%
Kotak Gold ETF Fund	11.12%	2.79%	-4.88%
Kotak Nifty Sdl Jul 2033 Index Fund	9.36%	0%	0%
Kotak Crisil Ibx Aaa Financial Services Index Sep 2027 Fund	8.66%	0%	0%
Kotak Dynamic Bond Fund	9.05%	8.78%	8.3%
Kotak Nifty Midcap 150 Momentum 50 Index Fund	8.08%	0%	0%
Kotak Nifty 200 Momentum 30 Index Fund	-1.78%	0%	0%
Kotak Global Innovation Overseas Equity Omni FOF Fund	21.48%	19.18%	0%
Kotak Nifty Bank ETF Fund	15.23%	15.31%	13.92%
Kotak Nifty Smallcap 50 Index Fund	14.56%	0%	0%
Kotak Flexicap Fund	16.46%	17.29%	15.97%
Kotak Nifty PSU Bank ETF Fund	11.44%	5.66%	2.34%
Kotak Nifty Alpha 50 ETF Fund	19.34%	16.66%	0%
Kotak Nifty India Tourism Index Fund	2.18%	0%	0%
Kotak Small Cap Fund	21.76%	23.5%	24.56%
Kotak Bond Fund	8.09%	8.16%	7.25%
Kotak Multicap Fund	23.88%	23.63%	0%
Kotak Bse PSU Index Fund	10.65%	0%	0%
Kotak Nifty Next 50 Index Fund	10.45%	20.93%	0%
Kotak Gilt Investment Provident And Trust Fund	8.86%	8.45%	7.87%
Kotak Nifty Sdl Apr 2032 Top 12 Equal Weight Index Fund	9.02%	9.29%	0%
Kotak Nifty India Consumption ETF Fund	18.51%	18.45%	0%
Kotak Manufacture In India Fund	22.67%	20.46%	0%
Kotak Esg Exclusionary Strategy Fund	11.53%	16.61%	0%
Kotak Large Midcap Fund	18.17%	18.98%	18.35%
Kotak Nifty 200 Quality 30 Index Fund	0%	0%	0%
Kotak Low Duration Fund	8.0%	7.73%	6.86%
Kotak Crisil Ibx Financial Services 3 6 Months Debt Index Fund	0%	0%	0%
Kotak Aggressive Hybrid Fund	14.21%	16.44%	17.33%
Kotak Multi Asset Omni FOF Fund	14.76%	16.48%	17.62%
Kotak Consumption Fund	9.33%	0%	0%
Kotak Bse Sensex Index Fund	0%	0%	0%
Kotak Nifty Smallcap 250 Index Fund	0%	0%	0%
Kotak Nifty 200 Momentum 30 ETF Fund	0%	0%	0%
Kotak Us Equity Fund	11.52%	12.53%	13.95%
Kotak Nifty Sdl Plus Aaa PSU Bond Jul 2028 6040 Index Fund	8.14%	8.28%	0%
Kotak Banking And PSU Debt Fund	8.35%	7.83%	7.58%
Kotak Business Cycle Fund	23.94%	19.64%	0%
Kotak Silver ETF Fund	23.88%	0%	0%
Kotak Nifty 50 Value 20 ETF Payout Of Income Distribution Cum Capital Withdrawal Fund	16.41%	18.32%	19.73%
Kotak Nifty Chemicals ETF Fund	0%	0%	0%

Rolling SWP returns with 10% step-up

Fund	Any 1Y SWP	Any 3Y Step-up SWP	Any 5Y Step-up SWP
Kotak Nifty Commodities Index Fund	0%	0%	0%
Kotak International Reit Overseas Equity Omni FOF Fund	-0.46%	-2.79%	0%
Kotak Crisil Ibx Financial Services 9 To 12 Months Debt Index Fund	0%	0%	0%
Kotak Healthcare Fund	24.99%	0%	0%
Kotak Nifty 100 Equal Weight Index Fund	0%	0%	0%
Kotak Equity Savings Fund	9.37%	9.61%	8.9%
Kotak Multi Asset Allocation Fund	15.87%	0%	0%
Kotak Nifty 50 Index Fund	12.83%	12.35%	0%
Kotak Savings Fund	7.66%	7.53%	7.28%
Kotak Energy Opportunities Fund	0%	0%	0%
Kotak Pioneer Fund	25.96%	23.1%	29.66%
Kotak Midcap Fund	16.48%	19.69%	18.96%
Kotak Income Plus Arbitrage Omni FOF Fund	8.27%	8.12%	0%
Kotak Nifty Top 10 Equal Weight Index Fund	0%	0%	0%
Kotak Nifty Midcap 150 Index Fund	0%	0%	0%
Kotak Special Opportunities Fund	-10.65%	0%	0%
Kotak Overnight Fund	5.23%	4.27%	4.23%
Kotak World Gold Fund	-3.62%	3.81%	1.46%
Kotak Bond Short Term Fund	8.64%	8.28%	8.49%
Kotak Nifty Midcap 150 ETF Fund	0%	0%	0%
Kotak Gold Fund	7.87%	7.56%	7.65%
Kotak Nifty Midcap 50 ETF Fund	25.24%	30.14%	0%
Kotak Bse Sensex ETF Fund	11.33%	7.98%	7.36%
Kotak Nifty Aaa Bond Financial Services Mar 2028 Index Fund	0%	0%	0%
Kotak Nifty200 Quality 30 ETF Fund	0%	0%	0%
Kotak Us Specific Equity Passive FOF Fund	21.39%	8.98%	0%
Kotak Banking Financial Services Fund	20.06%	0%	0%
Kotak Silver ETF Of Fund	20.33%	0%	0%
Kotak Nifty G Sec July 2033 Index Fund	10.14%	0%	0%
Kotak Nifty 100 Low Volatility 30 Index Fund	-2.86%	0%	0%
Kotak ELSS Tax Saver Fund	14.18%	15.9%	15.57%
Kotak Nifty 50 Equal Weight Index Fund	0%	0%	0%
Kotak Mnc Fund	-1.52%	0%	0%
Kotak Nifty Alpha 50 Index Fund	0%	0%	0%
Kotak Nifty Mnc ETF Fund	23.06%	16.61%	0%
Kotak Large Cap Fund	13.31%	14.19%	14.01%
Kotak Nifty 1d Rate Liquid ETF Fund	2.88%	0%	0%
Kotak Nifty Midcap 50 Index Fund	-10.49%	0%	0%
Kotak Debt Hybrid Fund	10.76%	11.41%	10.9%
Kotak Crisil Ibx Aaa Bond Financial Services Index Dec 2026 Fund	0%	0%	0%
Kotak Nifty Sdl Jul 2026 Index Fund	7.88%	0%	0%
Kotak Bse Housing Index Fund	17.9%	0%	0%
Kotak Nifty Financial Services Ex Bank Index Fund	19.89%	0%	0%
Kotak Arbitrage Fund	6.91%	6.67%	6.35%
Kotak Nifty Sdl Apr 2027 Top 12 Equal Weight Index Fund	8.02%	7.45%	0%
Kotak Nifty It ETF Fund	12.72%	8.27%	0%
Kotak Technology Fund	8.71%	0%	0%
Kotak Credit Risk Fund	8.23%	8.07%	7.77%
Kotak Nifty 100 Equal Weight ETF Fund	0%	0%	0%
Kotak Money Market Fund	7.67%	7.39%	7.07%
Kotak Corporate Bond Fund	8.12%	7.84%	8.03%
Kotak Long Duration Fund	8.82%	0%	0%
Kotak Transportation Logistics Fund	0%	0%	0%
Kotak Gold Silver Passive FOF Fund	0%	0%	0%
Kotak Infrastructure Economic Reform Fund	17.68%	15.05%	10.12%
Kotak Global Emerging Market Overseas Equity Omni FOF Fund	6.72%	5.9%	6.62%
Kotak Floating Rate Fund	7.61%	6.2%	7.12%
Kotak Active Momentum Fund	0%	0%	0%
Kotak Balanced Advantage Fund	12.52%	12.02%	12.58%
Kotak Quant Fund	12.98%	0%	0%
Kotak Nifty 50 ETF Fund	8.51%	9.06%	5.07%
Kotak Nifty 100 Low Volatility 30 ETF Fund	17.19%	19.3%	0%
Kotak Focused Fund	18.53%	17.13%	24.1%
Kotak Contra Fund	15.62%	16.06%	15.35%
Kotak Medium Term Fund	8.34%	7.63%	7.41%
Kotak Msci India ETF Fund	0%	0%	0%
Kotak Liquid Fund	7.15%	6.92%	6.44%
Kotak Gold ETF Fund	12.09%	4.42%	-28.92%
Kotak Nifty Sdl Jul 2033 Index Fund	9.65%	0%	0%
Kotak Crisil Ibx Aaa Financial Services Index Sep 2027 Fund	9.05%	0%	0%
Kotak Dynamic Bond Fund	9.13%	9.36%	9.48%
Kotak Nifty Midcap 150 Momentum 50 Index Fund	-10.17%	0%	0%
Kotak Nifty 200 Momentum 30 Index Fund	19.5%	0%	0%
Kotak Global Innovation Overseas Equity Omni FOF Fund	14.92%	4.05%	0%
Kotak Nifty Bank ETF Fund	11.23%	10.19%	8.98%
Kotak Nifty Smallcap 50 Index Fund	31.27%	0%	0%
Kotak Flexicap Fund	14.74%	14.77%	14.35%
Kotak Nifty PSU Bank ETF Fund	3.53%	-2.12%	-3.87%
Kotak Nifty Alpha 50 ETF Fund	10.54%	19.14%	0%
Kotak Nifty India Tourism Index Fund	13.92%	0%	0%
Kotak Small Cap Fund	15.18%	19.21%	17.23%
Kotak Bond Fund	8.14%	8.02%	8.08%
Kotak Multicap Fund	21.82%	27.42%	0%
Kotak Bse PSU Index Fund	-15.43%	0%	0%
Kotak Nifty Next 50 Index Fund	9.85%	14.03%	0%
Kotak Gilt Investment Provident And Trust Fund	8.66%	8.82%	9.12%
Kotak Nifty Sdl Apr 2032 Top 12 Equal Weight Index Fund	9.04%	8.47%	0%
Kotak Nifty India Consumption ETF Fund	24.56%	15.56%	0%
Kotak Manufacture In India Fund	22.42%	23.57%	0%
Kotak Esg Exclusionary Strategy Fund	14.43%	11.55%	0%
Kotak Large Midcap Fund	15.37%	16.99%	16.2%
Kotak Nifty 200 Quality 30 Index Fund	0%	0%	0%
Kotak Low Duration Fund	8.18%	8.02%	7.79%
Kotak Crisil Ibx Financial Services 3 6 Months Debt Index Fund	0%	0%	0%
Kotak Aggressive Hybrid Fund	11.62%	13.61%	11.32%
Kotak Multi Asset Omni FOF Fund	11.94%	15.15%	13.94%
Kotak Consumption Fund	31.09%	0%	0%
Kotak Bse Sensex Index Fund	0%	0%	0%
Kotak Nifty Smallcap 250 Index Fund	0%	0%	0%
Kotak Nifty 200 Momentum 30 ETF Fund	0%	0%	0%
Kotak Us Equity Fund	11.19%	12.25%	9.39%
Kotak Nifty Sdl Plus Aaa PSU Bond Jul 2028 6040 Index Fund	8.35%	7.86%	0%
Kotak Banking And PSU Debt Fund	8.62%	8.24%	8.57%
Kotak Business Cycle Fund	27.72%	19.75%	0%
Kotak Silver ETF Fund	17.31%	0%	0%
Kotak Nifty 50 Value 20 ETF Payout Of Income Distribution Cum Capital Withdrawal Fund	16.41%	16.49%	16.01%
Kotak Nifty Chemicals ETF Fund	0%	0%	0%

Note:N.A. in returns indicate that the fund does not have sufficient history.

Frequently Asked Questions (FAQs) regarding Kotak Mahindra Mutual Fund

What is Kotak Mahindra Mutual Fund?

Kotak Mahindra Mutual Fund is a mutual fund Asset Management Company (AMC) which is a company that pools money from many different investors and invests them in stocks, bonds, cash and metals (like gold) to generate returns.

How big is Kotak Mahindra Mutual Fund?

Kotak Mahindra Mutual Fund offers 107 funds in total across various categories.

How safe are mutual funds offered by Kotak Mahindra Mutual Fund?

Mutual Funds from Kotak Mahindra Mutual Fund are regulated by the Securities and Exchange Board of India (SEBI), which ensures that certain rules apply to how the company operates its funds. However, mutual fund investments are subject to market risks (i.e. they go up and down in value) and there is no guarantee of any returns.

What returns are given by the mutual funds offered by Kotak Mahindra Mutual Fund?

Mutual Funds from Kotak Mahindra Mutual Fund have given an average 15.06% return in the last 3 years for a lump sum investment. Past returns do not guarantee returns in the future.

How much returns are given by the best mutual funds offered by Kotak Mahindra Mutual Fund?

The five best mutual Funds from Kotak Mahindra Mutual Fund have given an average 29.97% return in the last 3 years for a lump sum investment. Past returns do not guarantee returns in the future.

How much SIP returns are given by the best mutual funds offered by Kotak Mahindra Mutual Fund?

The five best mutual Funds from Kotak Mahindra Mutual Fund have given an average 31.06% return in the last 3 years for a monthly SIP investment. Past returns do not guarantee returns in the future.

How much SWP returns are given by the best mutual funds offered by Kotak Mahindra Mutual Fund?

The five best mutual Funds from Kotak Mahindra Mutual Fund have given an average 31.69% return pre-tax in the last 3 years for a monthly withdrawal via SWP. Past returns do not guarantee returns in the future.

How can I invest in Kotak Mahindra Mutual Fund mutual funds?

You can invest in Kotak Mahindra Mutual Fund mutual funds online through their official website, mobile app, or via third-party platforms like MFCentral and distributors. You may also invest offline by submitting a physical application form through an authorised mutual fund distributor.

How can I redeem my investments from Kotak Mahindra Mutual Fund?

Redemption of Kotak Mahindra Mutual Fund mutual funds can be done online through the AMC's website, MFCentral website, or through your distributor. The redemption amount is typically credited to your registered bank account within 1-3 business days, depending on the fund type.

Does Kotak Mahindra Mutual Fund charge any fees or expenses?

Yes. Mutual funds managed by Kotak Mahindra Mutual Fund charge an expense ratio, which covers management fees and operational costs. Additionally, some schemes may have exit loads if you redeem units before a specific period.

Is a PAN and KYC mandatory to invest in Kotak Mahindra Mutual Fund mutual funds?

Yes. As per SEBI regulations, investors must have a valid PAN and complete the KYC process before investing in any mutual fund offered by Kotak Mahindra Mutual Fund.

Where can I view the performance and NAV of Kotak Mahindra Mutual Fund funds?

You can check the latest NAVs and performance data of all Kotak Mahindra Mutual Fund mutual funds on their official website, AMFI's portal, or financial websites like Arthgyaan.

Does Kotak Mahindra Mutual Fund offer SIP (Systematic Investment Plan) options?

Yes. Kotak Mahindra Mutual Fund allows investors to invest through SIPs, which enable disciplined investing by allowing them to contribute a fixed amount at regular intervals. You can see the SIP performance of their funds on this page.

Does Kotak Mahindra Mutual Fund offer SWP (Systematic Withdrawal Plan) options?

Yes. Kotak Mahindra Mutual Fund allows investors to withdraw through SWPs, where you can withdraw a fixed amount at regular intervals like monthly. You can see the pre-tax SWP performance of their funds on this page.

What is the minimum investment amount in Kotak Mahindra Mutual Fund mutual funds?

The minimum investment amount in Kotak Mahindra Mutual Fund mutual funds varies by fund and plan. Typically, SIPs can start from ₹500 per month, while lump sum investments usually begin at ₹5,000.

How are mutual fund returns from Kotak Mahindra Mutual Fund taxed?

Taxation of funds from Kotak Mahindra Mutual Fund depends on the type of fund and the holding period. Equity and debt funds are taxed differently under capital gains rules as defined by the Income Tax Act.

How can I contact Kotak Mahindra Mutual Fund for support or queries?

You can reach Kotak Mahindra Mutual Fund through their customer care email, toll-free number, or by visiting their nearest branch office. Contact details are available on their official website.

Explore All Funds Belonging to different AMCs

Aditya Birla Sun Life Mutual Fund Tata Mutual Fund Franklin Templeton Mutual Fund Taurus Mutual Fund Canara Robeco Mutual Fund Sundaram Mutual Fund SBI Mutual Fund UTI Mutual Fund Baroda BNP Paribas Mutual Fund HSBC Mutual Fund Quantum Mutual Fund DSP Mutual Fund Invesco Mutual Fund Mirae Asset Mutual Fund Bandhan Mutual Fund Bank of India Mutual Fund Edelweiss Mutual Fund Axis Mutual Fund Navi Mutual Fund Motilal Oswal Mutual Fund Union Mutual Fund Groww Mutual Fund HDFC Mutual Fund PGIM India Mutual Fund 360 ONE Mutual Fund PPFAS Mutual Fund Shriram Mutual Fund Mahindra Manulife Mutual Fund WhiteOak Capital Mutual Fund ITI Mutual Fund Trust Mutual Fund NJ Mutual Fund Samco Mutual Fund quant Mutual Fund Bajaj Finserv Mutual Fund Helios Mutual Fund Zerodha Mutual Fund Old Bridge Mutual Fund Angel One Mutual Fund Unifi Mutual Fund Jio BlackRock Mutual Fund Capitalmind Mutual Fund The Wealth Company Mutual Fund JM Financial Mutual Fund Choice Mutual Fund Kotak Mahindra Mutual Fund LIC Mutual Fund ICICI Prudential Mutual Fund Nippon India Mutual Fund

Explore Different Categories of Mutual Funds

Equity Scheme funds Hybrid Scheme funds Debt Scheme funds Solution Oriented Schemes – Funds for Retirement and Children Other Schemes – Index Funds, ETFs and Fund of Funds Commodity Schemes – Funds Investing in Gold, Silver or Both

Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

Note: NAVs and returns updated on 23-Nov-2025.

What's next? You can join the Arthgyaan WhatsApp community

You can stay updated on our latest content and learn about our webinars. Our community is fully private so that no one, other than the admin, can see your name or number. Also, we will not spam you.

For resident Indians 🇮🇳:

For NRIs 🇺🇸🇬🇧🇪🇺🇦🇺🇦🇪🇸🇬:

Use this button to add arthgyaan.com as a preferred source of personal finance on Google

To understand how this article can help you:

If you have a comment or question about this article

The following button will open a form with the link of this page populated for context:

If you liked this article, please leave us a rating

The following button will take you to Trustpilot:

Check out our two calculators: Arthgyaan step-up SIP calculator
Arthgyaan step-up SWP calculator

Latest articles:

NRI Tax Senior Citizens

How much money can NRIs in the US gift to their parents in India in 2026? Article: This article discusses the mechanics and tax exemption rules applicable to US-based NRIs who wish to gift money to their parents in India in 2026.

Published: 12 November 2025

8 MIN READ

---

Mutual Funds

Arbitrage Funds Risk: Why Cash Settlement Exposes Funds to Liquidity Risk Article: This article explains how cash settlement of futures contracts introduces liquidity and market risk, demanding high-quality, liquid equity portfolios in arbitrage funds.

Published: 9 November 2025

7 MIN READ

---

Topics you will like:

Asset Allocation (19) Basics (8) Behaviour (20) Budget (24) Budgeting (12) Calculator (36) Case Study (7) Children (22) Choosing Investments (40) FAQ (20) FIRE (19) Fixed Deposit (10) Free Planning Tool (16) Gold (29) Health Insurance (8) House Purchase (43) Index Funds (6) Insurance (20) International Investing (16) Life Stages (2) Loans (27) Market Data (10) Market Movements (28) Mutual Funds (87) NPS (17) NRI (44) News (38) Pension (11) Portfolio Construction (61) Portfolio Review (32) Reader Questions (9) Real Estate (16) Research (6) Retirement (44) Return to India (8) Review (27) Risk (8) Safe Withdrawal Rate (6) Screener (8) Senior Citizens (6) Set Goals (28) Step by step (15) Stock Investing (5) Tax (107)

Next steps:

1. Email me with any questions.

2. Use our goal-based investing template to prepare a financial plan for yourself.

Don't forget to share this article on WhatsApp or Twitter or post this to Facebook.

Discuss this post with us via Facebook or get regular bite-sized updates on Twitter.

More posts...

Disclaimer: Content on this site is for educational purpose only and is not financial advice. Nothing on this site should be construed as an offer or recommendation to buy/sell any financial product or service. Please consult a registered investment advisor before making any investments.

This post titled Best Kotak Mahindra Mutual Funds in 2025 first appeared on at https://arthgyaan.com

We are currently at 563 posts and growing fast. Search this site:

Copyright © 2021-2025 Arthgyaan.com. All rights reserved.

---