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Best Kotak Mahindra Mutual Funds in 2025

What are Kotak Mahindra Mutual Fund funds?

Kotak Mahindra Mutual Fund is a mutual fund Asset Management Company (AMC) that pools money from many different investors and invests them.

Funds Included	All Fund Returns (3Y annualised)	Top 5 fund Returns (3Y annualised)
108	14.6%	29.85%

Trailing returns for Kotak Mahindra Mutual Fund funds

These are average returns over the indicated period.

Monthly trailing returns:

Dec-2025	Nov-2025	Oct-2025	Sep-2025	Aug-2025	Jul-2025
0.05%	1.02%	2.97%	1.91%	-0.52%	-0.91%

Quarterly trailing returns:

2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3
4.01%	0.63%	8.51%	-2.64%	-3.05%	6.16%

Yearly trailing returns:

2025	2024	2023	2022	2021	2020
11.63%	16.37%	20.10%	1.87%	16.52%	13.68%

Fundwise SIP, Lumpsum and SWP returns

Rolling SIP returns (less than 1 year)

Fund	Any 1M SIP	Any 3M SIP	Any 6M SIP
Kotak Gold ETF Fund	40.79%	94.2%	85.06%
Kotak World Gold Fund	34.68%	68.83%	32.03%
Kotak Credit Risk Fund	6.34%	9.62%	9.24%
Kotak Msci India ETF Fund	21.34%	16.85%	13.5%
Kotak Nifty 100 Equal Weight Index Fund	17.18%	18.91%	18.63%
Kotak Nifty Mnc ETF Fund	-2.1%	2.21%	11.24%
Kotak Money Market Fund	7.67%	7.63%	7.63%
Kotak Bse Sensex Index Fund	19.24%	18.8%	12.63%
Kotak Income Plus Arbitrage Omni FOF Fund	6.49%	7.21%	6.53%
Kotak Us Specific Equity Passive FOF Fund	-1.92%	35.83%	45.45%
Kotak Silver ETF Fund	582.14%	259.18%	207.23%
Kotak Banking And PSU Debt Fund	9.58%	9.53%	6.86%
Kotak Nifty Alpha 50 Index Fund	-0.48%	6.49%	0%
Kotak Nifty Sdl Apr 2027 Top 12 Equal Weight Index Fund	6.07%	6.51%	5.9%
Kotak Nifty Financial Services Ex Bank Index Fund	15.47%	27.86%	24.67%
Kotak Nifty It ETF Fund	82.94%	51.23%	19.51%
Kotak Banking Financial Services Fund	17.62%	25.04%	18.73%
Kotak Aggressive Hybrid Fund	-14.56%	-0.1%	5.03%
Kotak Nifty Midcap 150 Momentum 50 Index Fund	10.74%	2.72%	15.08%
Kotak Small Cap Fund	-33.43%	-19.25%	-11.63%
Kotak Nifty India Consumption ETF Fund	-8.69%	3.5%	12.77%
Kotak Gold Fund	101.73%	96.04%	87.54%
Kotak Nifty 50 Index Fund	13.36%	23.32%	15.0%
Kotak Manufacture In India Fund	-8.65%	7.46%	12.36%
Kotak Nifty Chemicals ETF Fund	0%	0%	0%
Kotak Nifty G Sec July 2033 Index Fund	10.15%	8.93%	9.1%
Kotak Equity Savings Fund	9.71%	13.04%	13.1%
Kotak Nifty200 Quality 30 ETF Fund	18.92%	17.11%	0%
Kotak Nifty Commodities Index Fund	24.52%	15.5%	16.88%
Kotak Nifty 100 Low Volatility 30 Index Fund	14.76%	10.73%	12.46%
Kotak Crisil Ibx Financial Services 9 To 12 Months Debt Index Fund	6.73%	0%	0%
Kotak Quant Fund	12.2%	12.44%	11.87%
Kotak Midcap Fund	-19.87%	-6.28%	1.95%
Kotak Low Duration Fund	6.88%	7.12%	6.8%
Kotak Nifty Aaa Bond Financial Services Mar 2028 Index Fund	7.0%	7.66%	0%
Kotak Nifty Bank ETF Fund	31.98%	41.69%	21.65%
Kotak Nifty Smallcap 250 Index Fund	20.12%	1.8%	13.9%
Kotak Silver ETF Fund	87.93%	111.46%	173.95%
Kotak Infrastructure Economic Reform Fund	-23.15%	-3.68%	-0.6%
Kotak Bse Housing Index Fund	1.59%	8.53%	7.34%
Kotak Corporate Bond Fund	6.4%	7.69%	6.23%
Kotak Consumption Fund	30.56%	27.65%	23.51%
Kotak Arbitrage Fund	7.21%	6.71%	6.36%
Kotak International Reit Overseas Equity Omni FOF Fund	-3.56%	-1.29%	15.28%
Kotak Nifty Smallcap 50 Index Fund	2.4%	34.28%	18.45%
Kotak Nifty 50 Equal Weight Index Fund	16.57%	21.42%	18.57%
Kotak Large Midcap Fund	1.9%	12.45%	11.4%
Kotak Business Cycle Fund	-10.33%	-1.19%	5.6%
Kotak Nifty Midcap 50 Index Fund	18.43%	7.5%	21.57%
Kotak Nifty 200 Momentum 30 ETF Fund	3.34%	0%	0%
Kotak Healthcare Fund	20.82%	13.71%	17.99%
Kotak Nifty 50 Value 20 ETF Payout Income Distribution Cum Capital Withdrawal Fund	22.95%	22.45%	13.32%
Kotak Nifty 200 Quality 30 Index Fund	18.31%	17.96%	0%
Kotak Floating Rate Fund	7.67%	7.68%	7.07%
Kotak Transportation Logistics Fund	28.02%	49.04%	47.61%
Kotak Gilt Investment Provident And Trust Fund	-7.57%	-1.38%	-2.98%
Kotak Mnc Fund	17.24%	21.62%	27.38%
Kotak Contra Fund	3.77%	13.53%	12.92%
Kotak Dynamic Bond Fund	-2.31%	4.63%	3.01%
Kotak Bond Short Term Fund	6.59%	7.4%	6.07%
Kotak Savings Fund	6.73%	6.59%	6.47%
Kotak Nifty 50 ETF Fund	13.51%	23.42%	15.1%
Kotak Multi Asset Allocation Fund	29.71%	28.49%	25.33%
Kotak Multi Asset Omni FOF Fund	17.7%	28.28%	23.61%
Kotak Rural Opportunities Fund	0%	0%	0%
Kotak Flexicap Fund	0.57%	11.39%	8.68%
Kotak Gold Silver Passive FOF Fund	390.17%	0%	0%
Kotak Nifty Midcap 150 Index Fund	23.59%	9.32%	14.76%
Kotak Global Emerging Market Overseas Equity Omni FOF Fund	-4.61%	23.35%	44.55%
Kotak Nifty Alpha 50 ETF Fund	-0.33%	5.86%	-1.59%
Kotak Nifty 200 Momentum 30 Index Fund	0.08%	15.47%	11.58%
Kotak Debt Hybrid Fund	3.24%	8.24%	5.46%
Kotak Crisil Ibx Financial Services 3 6 Months Debt Index Fund	6.91%	6.6%	6.55%
Kotak Nifty Sdl Apr 2032 Top 12 Equal Weight Index Fund	4.78%	7.59%	3.07%
Kotak Active Momentum Fund	10.84%	11.7%	0%
Kotak Nifty Midcap 150 ETF Fund	24.71%	9.68%	15.32%
Kotak Nifty 1d Rate Liquid ETF Fund	5.16%	5.29%	5.29%
Kotak Global Innovation Overseas Equity Omni FOF Fund	22.24%	41.01%	44.6%
Kotak Nifty Sdl Jul 2033 Index Fund	7.98%	6.37%	8.24%
Kotak Pioneer Fund	-14.12%	-4.21%	6.66%
Kotak Crisil Ibx Aaa Financial Services Index Sep 2027 Fund	7.87%	7.46%	9.57%
Kotak Nifty PSU Bank ETF Fund	33.58%	94.33%	64.27%
Kotak Nifty 100 Equal Weight ETF Fund	23.26%	16.27%	16.32%
Kotak Nifty Top 10 Equal Weight Index Fund	13.66%	1.3%	12.97%
Kotak Overnight Fund	5.35%	5.49%	5.49%
Kotak Focused Fund	11.09%	20.68%	19.99%
Kotak Liquid Fund	7.14%	7.16%	7.19%
Kotak Crisil Ibx Aaa Bond Financial Services Index Dec 2026 Fund	7.4%	6.7%	6.95%
Kotak Us Equity Fund	36.31%	30.57%	34.42%
Kotak Long Duration Fund	7.73%	5.85%	5.53%
Kotak Bse PSU Index Fund	1.74%	6.57%	16.93%
Kotak Nifty Sdl Jul 2026 Index Fund	6.54%	6.59%	5.96%
Kotak Bond Fund	2.81%	5.58%	3.06%
Kotak ELSS Tax Saver Fund	3.1%	8.79%	7.26%
Kotak Nifty Next 50 Index Fund	-20.52%	-2.49%	3.2%
Kotak Multicap Fund	2.49%	18.23%	18.74%
Kotak Nifty Midcap 50 ETF Fund	28.86%	30.88%	18.96%
Kotak Technology Fund	14.16%	15.1%	6.59%
Kotak Special Opportunities Fund	15.35%	4.39%	14.96%
Kotak Energy Opportunities Fund	9.11%	2.92%	4.02%
Kotak Medium Term Fund	9.36%	11.32%	9.52%
Kotak Large Cap Fund	11.3%	18.47%	13.56%
Kotak Nifty India Tourism Index Fund	-9.19%	2.89%	13.02%
Kotak Balanced Advantage Fund	5.46%	10.7%	7.7%
Kotak Bse Sensex ETF Fund	18.3%	19.92%	13.0%
Kotak Nifty 100 Low Volatility 30 ETF Fund	16.77%	19.1%	16.18%
Kotak Nifty Sdl Plus Aaa PSU Bond Jul 2028 6040 Index Fund	7.64%	7.26%	7.67%
Kotak Esg Exclusionary Strategy Fund	8.9%	13.96%	12.74%

^{_{Data as of 14-Dec-2025}}

Note: Returns for less than one year are annualised. However, given the nature of the calculation, XIRR for such periods are not meaningful.

Rolling SIP returns (1 year or more):

Fund	Any 1Y SIP	Any 3Y SIP	Any 5Y SIP
Kotak Gold ETF Fund	9.1%	40.18%	22.14%
Kotak World Gold Fund	-1.47%	0.25%	11.31%
Kotak Credit Risk Fund	8.47%	8.18%	8.13%
Kotak Msci India ETF Fund	0%	0%	0%
Kotak Nifty 100 Equal Weight Index Fund	0%	0%	0%
Kotak Nifty Mnc ETF Fund	16.19%	14.69%	0%
Kotak Money Market Fund	7.5%	7.29%	6.68%
Kotak Bse Sensex Index Fund	0%	0%	0%
Kotak Income Plus Arbitrage Omni FOF Fund	8.72%	8.24%	0%
Kotak Us Specific Equity Passive FOF Fund	-1.02%	32.46%	0%
Kotak Silver ETF Fund	25.62%	0%	0%
Kotak Banking And PSU Debt Fund	8.52%	8.28%	7.49%
Kotak Nifty Alpha 50 Index Fund	0%	0%	0%
Kotak Nifty Sdl Apr 2027 Top 12 Equal Weight Index Fund	7.31%	7.87%	0%
Kotak Nifty Financial Services Ex Bank Index Fund	21.76%	0%	0%
Kotak Nifty It ETF Fund	3.13%	9.61%	0%
Kotak Banking Financial Services Fund	19.0%	0%	0%
Kotak Aggressive Hybrid Fund	12.99%	15.25%	16.56%
Kotak Nifty Midcap 150 Momentum 50 Index Fund	8.39%	0%	0%
Kotak Small Cap Fund	13.96%	19.87%	20.4%
Kotak Nifty India Consumption ETF Fund	16.35%	17.45%	0%
Kotak Gold Fund	4.56%	6.41%	11.07%
Kotak Nifty 50 Index Fund	12.69%	13.99%	0%
Kotak Manufacture In India Fund	22.05%	20.5%	0%
Kotak Nifty Chemicals ETF Fund	0%	0%	0%
Kotak Nifty G Sec July 2033 Index Fund	9.28%	0%	0%
Kotak Equity Savings Fund	9.7%	10.27%	10.09%
Kotak Nifty200 Quality 30 ETF Fund	0%	0%	0%
Kotak Nifty Commodities Index Fund	0%	0%	0%
Kotak Nifty 100 Low Volatility 30 Index Fund	9.11%	0%	0%
Kotak Crisil Ibx Financial Services 9 To 12 Months Debt Index Fund	0%	0%	0%
Kotak Quant Fund	2.53%	0%	0%
Kotak Midcap Fund	15.01%	23.54%	21.7%
Kotak Low Duration Fund	7.89%	7.95%	7.34%
Kotak Nifty Aaa Bond Financial Services Mar 2028 Index Fund	0%	0%	0%
Kotak Nifty Bank ETF Fund	21.86%	14.66%	14.19%
Kotak Nifty Smallcap 250 Index Fund	0%	0%	0%
Kotak Silver ETF Fund	22.52%	0%	0%
Kotak Infrastructure Economic Reform Fund	19.2%	17.15%	19.05%
Kotak Bse Housing Index Fund	4.13%	0%	0%
Kotak Corporate Bond Fund	7.95%	8.23%	7.46%
Kotak Consumption Fund	10.56%	0%	0%
Kotak Arbitrage Fund	6.87%	6.78%	6.71%
Kotak International Reit Overseas Equity Omni FOF Fund	-3.94%	11.8%	0%
Kotak Nifty Smallcap 50 Index Fund	12.52%	0%	0%
Kotak Nifty 50 Equal Weight Index Fund	0%	0%	0%
Kotak Large Midcap Fund	16.78%	19.19%	18.67%
Kotak Business Cycle Fund	13.33%	18.29%	0%
Kotak Nifty Midcap 50 Index Fund	13.9%	0%	0%
Kotak Nifty 200 Momentum 30 ETF Fund	0%	0%	0%
Kotak Healthcare Fund	6.24%	0%	0%
Kotak Nifty 50 Value 20 ETF Payout Income Distribution Cum Capital Withdrawal Fund	15.67%	18.11%	19.11%
Kotak Nifty 200 Quality 30 Index Fund	0%	0%	0%
Kotak Floating Rate Fund	8.33%	8.61%	7.72%
Kotak Transportation Logistics Fund	0%	0%	0%
Kotak Gilt Investment Provident And Trust Fund	7.04%	7.86%	7.53%
Kotak Mnc Fund	17.74%	0%	0%
Kotak Contra Fund	15.98%	19.28%	18.56%
Kotak Dynamic Bond Fund	5.07%	7.72%	7.23%
Kotak Bond Short Term Fund	8.43%	8.34%	8.12%
Kotak Savings Fund	7.09%	7.45%	6.93%
Kotak Nifty 50 ETF Fund	8.95%	13.64%	13.65%
Kotak Multi Asset Allocation Fund	10.59%	0%	0%
Kotak Multi Asset Omni FOF Fund	14.41%	16.69%	17.55%
Kotak Rural Opportunities Fund	0%	0%	0%
Kotak Flexicap Fund	15.89%	16.83%	14.66%
Kotak Gold Silver Passive FOF Fund	0%	0%	0%
Kotak Nifty Midcap 150 Index Fund	0%	0%	0%
Kotak Global Emerging Market Overseas Equity Omni FOF Fund	6.26%	4.23%	6.39%
Kotak Nifty Alpha 50 ETF Fund	2.58%	14.35%	0%
Kotak Nifty 200 Momentum 30 Index Fund	-0.71%	0%	0%
Kotak Debt Hybrid Fund	11.27%	11.01%	10.61%
Kotak Crisil Ibx Financial Services 3 6 Months Debt Index Fund	0%	0%	0%
Kotak Nifty Sdl Apr 2032 Top 12 Equal Weight Index Fund	6.12%	8.07%	0%
Kotak Active Momentum Fund	0%	0%	0%
Kotak Nifty Midcap 150 ETF Fund	0%	0%	0%
Kotak Nifty 1d Rate Liquid ETF Fund	4.32%	0%	0%
Kotak Global Innovation Overseas Equity Omni FOF Fund	24.41%	21.76%	0%
Kotak Nifty Sdl Jul 2033 Index Fund	9.29%	0%	0%
Kotak Pioneer Fund	26.89%	21.22%	19.9%
Kotak Crisil Ibx Aaa Financial Services Index Sep 2027 Fund	8.56%	0%	0%
Kotak Nifty PSU Bank ETF Fund	32.28%	13.03%	2.92%
Kotak Nifty 100 Equal Weight ETF Fund	0%	0%	0%
Kotak Nifty Top 10 Equal Weight Index Fund	0%	0%	0%
Kotak Overnight Fund	5.69%	6.28%	6.0%
Kotak Focused Fund	18.72%	18.41%	17.31%
Kotak Liquid Fund	7.08%	6.94%	6.06%
Kotak Crisil Ibx Aaa Bond Financial Services Index Dec 2026 Fund	0%	0%	0%
Kotak Us Equity Fund	11.14%	12.87%	14.04%
Kotak Long Duration Fund	5.78%	0%	0%
Kotak Bse PSU Index Fund	12.4%	0%	0%
Kotak Nifty Sdl Jul 2026 Index Fund	7.8%	0%	0%
Kotak Bond Fund	7.71%	8.23%	7.57%
Kotak ELSS Tax Saver Fund	16.78%	17.55%	16.49%
Kotak Nifty Next 50 Index Fund	8.89%	20.48%	0%
Kotak Multicap Fund	20.39%	21.45%	0%
Kotak Nifty Midcap 50 ETF Fund	25.82%	21.66%	0%
Kotak Technology Fund	-2.78%	0%	0%
Kotak Special Opportunities Fund	7.41%	0%	0%
Kotak Energy Opportunities Fund	0%	0%	0%
Kotak Medium Term Fund	10.22%	9.8%	8.59%
Kotak Large Cap Fund	15.22%	14.45%	14.87%
Kotak Nifty India Tourism Index Fund	1.92%	0%	0%
Kotak Balanced Advantage Fund	13.48%	12.17%	12.04%
Kotak Bse Sensex ETF Fund	13.03%	12.21%	-6.18%
Kotak Nifty 100 Low Volatility 30 ETF Fund	18.92%	15.57%	0%
Kotak Nifty Sdl Plus Aaa PSU Bond Jul 2028 6040 Index Fund	8.12%	8.26%	0%
Kotak Esg Exclusionary Strategy Fund	11.61%	16.15%	0%

^{_{Data as of 14-Dec-2025}}

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

Rolling Lumpsum returns

Fund	Any 1Y	Any 3Y	Any 5Y
Kotak Gold ETF Fund	12.68%	31.89%	-24.48%
Kotak World Gold Fund	-2.56%	2.69%	6.9%
Kotak Credit Risk Fund	8.07%	8.42%	8.76%
Kotak Msci India ETF Fund	0%	0%	0%
Kotak Nifty 100 Equal Weight Index Fund	0%	0%	0%
Kotak Nifty Mnc ETF Fund	13.97%	15.59%	0%
Kotak Money Market Fund	7.66%	7.41%	6.45%
Kotak Bse Sensex Index Fund	0%	0%	0%
Kotak Income Plus Arbitrage Omni FOF Fund	8.77%	8.17%	0%
Kotak Us Specific Equity Passive FOF Fund	-2.38%	33.57%	0%
Kotak Silver ETF Fund	22.9%	0%	0%
Kotak Banking And PSU Debt Fund	8.68%	7.99%	6.48%
Kotak Nifty Alpha 50 Index Fund	0%	0%	0%
Kotak Nifty Sdl Apr 2027 Top 12 Equal Weight Index Fund	7.34%	7.75%	0%
Kotak Nifty Financial Services Ex Bank Index Fund	19.15%	0%	0%
Kotak Nifty It ETF Fund	-1.94%	9.44%	0%
Kotak Banking Financial Services Fund	17.5%	0%	0%
Kotak Aggressive Hybrid Fund	9.57%	12.43%	13.34%
Kotak Nifty Midcap 150 Momentum 50 Index Fund	-1.83%	0%	0%
Kotak Small Cap Fund	12.49%	22.07%	22.67%
Kotak Nifty India Consumption ETF Fund	7.63%	17.37%	0%
Kotak Gold Fund	5.1%	6.56%	9.96%
Kotak Nifty 50 Index Fund	9.27%	13.38%	0%
Kotak Manufacture In India Fund	19.78%	21.59%	0%
Kotak Nifty Chemicals ETF Fund	0%	0%	0%
Kotak Nifty G Sec July 2033 Index Fund	9.48%	0%	0%
Kotak Equity Savings Fund	8.85%	9.31%	9.23%
Kotak Nifty200 Quality 30 ETF Fund	0%	0%	0%
Kotak Nifty Commodities Index Fund	0%	0%	0%
Kotak Nifty 100 Low Volatility 30 Index Fund	2.63%	0%	0%
Kotak Crisil Ibx Financial Services 9 To 12 Months Debt Index Fund	0%	0%	0%
Kotak Quant Fund	0.05%	0%	0%
Kotak Midcap Fund	10.98%	21.74%	24.0%
Kotak Low Duration Fund	8.08%	7.9%	6.62%
Kotak Nifty Aaa Bond Financial Services Mar 2028 Index Fund	0%	0%	0%
Kotak Nifty Bank ETF Fund	12.3%	11.9%	15.39%
Kotak Nifty Smallcap 250 Index Fund	0%	0%	0%
Kotak Silver ETF Fund	20.53%	0%	0%
Kotak Infrastructure Economic Reform Fund	15.03%	12.45%	12.6%
Kotak Bse Housing Index Fund	-0.38%	0%	0%
Kotak Corporate Bond Fund	8.42%	8.17%	7.08%
Kotak Consumption Fund	13.43%	0%	0%
Kotak Arbitrage Fund	6.96%	6.78%	6.24%
Kotak International Reit Overseas Equity Omni FOF Fund	-4.21%	7.51%	0%
Kotak Nifty Smallcap 50 Index Fund	10.39%	0%	0%
Kotak Nifty 50 Equal Weight Index Fund	0%	0%	0%
Kotak Large Midcap Fund	14.59%	19.55%	17.68%
Kotak Business Cycle Fund	7.7%	18.54%	0%
Kotak Nifty Midcap 50 Index Fund	1.8%	0%	0%
Kotak Nifty 200 Momentum 30 ETF Fund	0%	0%	0%
Kotak Healthcare Fund	13.32%	0%	0%
Kotak Nifty 50 Value 20 ETF Payout Income Distribution Cum Capital Withdrawal Fund	14.26%	17.9%	17.21%
Kotak Nifty 200 Quality 30 Index Fund	0%	0%	0%
Kotak Floating Rate Fund	8.73%	8.32%	6.66%
Kotak Transportation Logistics Fund	0%	0%	0%
Kotak Gilt Investment Provident And Trust Fund	7.54%	7.52%	7.75%
Kotak Mnc Fund	7.08%	0%	0%
Kotak Contra Fund	13.36%	18.0%	17.18%
Kotak Dynamic Bond Fund	6.23%	7.94%	6.29%
Kotak Bond Short Term Fund	8.4%	8.4%	8.57%
Kotak Savings Fund	7.42%	7.47%	6.13%
Kotak Nifty 50 ETF Fund	8.65%	13.02%	15.9%
Kotak Multi Asset Allocation Fund	10.2%	0%	0%
Kotak Multi Asset Omni FOF Fund	12.79%	18.38%	15.54%
Kotak Rural Opportunities Fund	0%	0%	0%
Kotak Flexicap Fund	14.26%	15.79%	14.05%
Kotak Gold Silver Passive FOF Fund	0%	0%	0%
Kotak Nifty Midcap 150 Index Fund	0%	0%	0%
Kotak Global Emerging Market Overseas Equity Omni FOF Fund	6.36%	6.93%	5.76%
Kotak Nifty Alpha 50 ETF Fund	-5.25%	18.2%	0%
Kotak Nifty 200 Momentum 30 Index Fund	-8.83%	0%	0%
Kotak Debt Hybrid Fund	10.98%	11.12%	10.4%
Kotak Crisil Ibx Financial Services 3 6 Months Debt Index Fund	0%	0%	0%
Kotak Nifty Sdl Apr 2032 Top 12 Equal Weight Index Fund	7.17%	8.26%	0%
Kotak Active Momentum Fund	0%	0%	0%
Kotak Nifty Midcap 150 ETF Fund	0%	0%	0%
Kotak Nifty 1d Rate Liquid ETF Fund	2.86%	0%	0%
Kotak Global Innovation Overseas Equity Omni FOF Fund	18.97%	22.23%	0%
Kotak Nifty Sdl Jul 2033 Index Fund	9.19%	0%	0%
Kotak Pioneer Fund	20.58%	23.77%	22.08%
Kotak Crisil Ibx Aaa Financial Services Index Sep 2027 Fund	8.8%	0%	0%
Kotak Nifty PSU Bank ETF Fund	14.54%	14.6%	3.37%
Kotak Nifty 100 Equal Weight ETF Fund	0%	0%	0%
Kotak Nifty Top 10 Equal Weight Index Fund	0%	0%	0%
Kotak Overnight Fund	5.95%	5.9%	5.38%
Kotak Focused Fund	9.61%	17.52%	19.7%
Kotak Liquid Fund	7.1%	6.75%	5.73%
Kotak Crisil Ibx Aaa Bond Financial Services Index Dec 2026 Fund	0%	0%	0%
Kotak Us Equity Fund	12.44%	12.12%	11.68%
Kotak Long Duration Fund	7.29%	0%	0%
Kotak Bse PSU Index Fund	-1.47%	0%	0%
Kotak Nifty Sdl Jul 2026 Index Fund	7.9%	0%	0%
Kotak Bond Fund	7.82%	7.77%	8.04%
Kotak ELSS Tax Saver Fund	13.85%	16.5%	15.88%
Kotak Nifty Next 50 Index Fund	7.5%	20.05%	0%
Kotak Multicap Fund	14.09%	23.85%	0%
Kotak Nifty Midcap 50 ETF Fund	25.45%	25.0%	0%
Kotak Technology Fund	0.09%	0%	0%
Kotak Special Opportunities Fund	-3.28%	0%	0%
Kotak Energy Opportunities Fund	0%	0%	0%
Kotak Medium Term Fund	10.0%	9.09%	7.46%
Kotak Large Cap Fund	12.33%	14.57%	13.94%
Kotak Nifty India Tourism Index Fund	4.37%	0%	0%
Kotak Balanced Advantage Fund	11.43%	12.84%	12.41%
Kotak Bse Sensex ETF Fund	6.85%	12.45%	-27.18%
Kotak Nifty 100 Low Volatility 30 ETF Fund	14.61%	16.51%	0%
Kotak Nifty Sdl Plus Aaa PSU Bond Jul 2028 6040 Index Fund	8.31%	8.03%	0%
Kotak Esg Exclusionary Strategy Fund	10.4%	14.77%	0%

^{_{Data as of 14-Dec-2025}}

Rolling SWP returns

Fund	Any 1Y SWP	Any 3Y SWP	Any 5Y SWP
Kotak Gold ETF Fund	13.11%	21.25%	-46.46%
Kotak World Gold Fund	-3.42%	3.45%	1.63%
Kotak Credit Risk Fund	8.19%	8.62%	9.38%
Kotak Msci India ETF Fund	0%	0%	0%
Kotak Nifty 100 Equal Weight Index Fund	0%	0%	0%
Kotak Nifty Mnc ETF Fund	22.54%	16.19%	0%
Kotak Money Market Fund	7.68%	7.4%	7.08%
Kotak Bse Sensex Index Fund	0%	0%	0%
Kotak Income Plus Arbitrage Omni FOF Fund	8.26%	8.09%	0%
Kotak Us Specific Equity Passive FOF Fund	-0.02%	34.56%	0%
Kotak Silver ETF Fund	20.96%	0%	0%
Kotak Banking And PSU Debt Fund	8.88%	7.68%	5.36%
Kotak Nifty Alpha 50 Index Fund	0%	0%	0%
Kotak Nifty Sdl Apr 2027 Top 12 Equal Weight Index Fund	6.84%	7.55%	0%
Kotak Nifty Financial Services Ex Bank Index Fund	19.89%	0%	0%
Kotak Nifty It ETF Fund	10.56%	9.62%	0%
Kotak Banking Financial Services Fund	19.37%	0%	0%
Kotak Aggressive Hybrid Fund	8.29%	11.64%	9.45%
Kotak Nifty Midcap 150 Momentum 50 Index Fund	-11.74%	0%	0%
Kotak Small Cap Fund	7.48%	22.74%	20.29%
Kotak Nifty India Consumption ETF Fund	-0.57%	17.8%	0%
Kotak Gold Fund	5.04%	5.2%	5.67%
Kotak Nifty 50 Index Fund	12.41%	12.04%	0%
Kotak Manufacture In India Fund	22.07%	23.81%	0%
Kotak Nifty Chemicals ETF Fund	0%	0%	0%
Kotak Nifty G Sec July 2033 Index Fund	10.05%	0%	0%
Kotak Equity Savings Fund	8.37%	8.84%	8.36%
Kotak Nifty200 Quality 30 ETF Fund	0%	0%	0%
Kotak Nifty Commodities Index Fund	0%	0%	0%
Kotak Nifty 100 Low Volatility 30 Index Fund	-1.97%	0%	0%
Kotak Crisil Ibx Financial Services 9 To 12 Months Debt Index Fund	0%	0%	0%
Kotak Quant Fund	11.87%	0%	0%
Kotak Midcap Fund	11.97%	22.49%	22.89%
Kotak Low Duration Fund	8.38%	7.84%	7.67%
Kotak Nifty Aaa Bond Financial Services Mar 2028 Index Fund	0%	0%	0%
Kotak Nifty Bank ETF Fund	6.5%	8.6%	16.73%
Kotak Nifty Smallcap 250 Index Fund	0%	0%	0%
Kotak Silver ETF Fund	18.57%	0%	0%
Kotak Infrastructure Economic Reform Fund	13.15%	9.71%	7.54%
Kotak Bse Housing Index Fund	14.44%	0%	0%
Kotak Corporate Bond Fund	8.49%	7.79%	7.93%
Kotak Consumption Fund	29.17%	0%	0%
Kotak Arbitrage Fund	6.93%	6.74%	6.33%
Kotak International Reit Overseas Equity Omni FOF Fund	-3.7%	3.68%	0%
Kotak Nifty Smallcap 50 Index Fund	28.62%	0%	0%
Kotak Nifty 50 Equal Weight Index Fund	0%	0%	0%
Kotak Large Midcap Fund	14.14%	17.64%	18.09%
Kotak Business Cycle Fund	0.34%	19.16%	0%
Kotak Nifty Midcap 50 Index Fund	-8.85%	0%	0%
Kotak Nifty 200 Momentum 30 ETF Fund	0%	0%	0%
Kotak Healthcare Fund	24.15%	0%	0%
Kotak Nifty 50 Value 20 ETF Payout Income Distribution Cum Capital Withdrawal Fund	14.12%	15.62%	15.13%
Kotak Nifty 200 Quality 30 Index Fund	0%	0%	0%
Kotak Floating Rate Fund	7.03%	8.0%	5.48%
Kotak Transportation Logistics Fund	0%	0%	0%
Kotak Gilt Investment Provident And Trust Fund	6.79%	8.35%	8.03%
Kotak Mnc Fund	-2.59%	0%	0%
Kotak Contra Fund	16.1%	16.15%	15.2%
Kotak Dynamic Bond Fund	7.4%	8.23%	5.25%
Kotak Bond Short Term Fund	8.8%	8.84%	8.7%
Kotak Savings Fund	7.71%	7.49%	5.23%
Kotak Nifty 50 ETF Fund	8.24%	12.41%	18.9%
Kotak Multi Asset Allocation Fund	14.3%	0%	0%
Kotak Multi Asset Omni FOF Fund	10.63%	15.12%	14.15%
Kotak Rural Opportunities Fund	0%	0%	0%
Kotak Flexicap Fund	12.95%	14.67%	13.55%
Kotak Gold Silver Passive FOF Fund	0%	0%	0%
Kotak Nifty Midcap 150 Index Fund	0%	0%	0%
Kotak Global Emerging Market Overseas Equity Omni FOF Fund	4.88%	7.58%	4.84%
Kotak Nifty Alpha 50 ETF Fund	-12.06%	22.85%	0%
Kotak Nifty 200 Momentum 30 Index Fund	18.09%	0%	0%
Kotak Debt Hybrid Fund	9.91%	11.65%	10.02%
Kotak Crisil Ibx Financial Services 3 6 Months Debt Index Fund	0%	0%	0%
Kotak Nifty Sdl Apr 2032 Top 12 Equal Weight Index Fund	8.75%	8.56%	0%
Kotak Active Momentum Fund	0%	0%	0%
Kotak Nifty Midcap 150 ETF Fund	0%	0%	0%
Kotak Nifty 1d Rate Liquid ETF Fund	3.13%	0%	0%
Kotak Global Innovation Overseas Equity Omni FOF Fund	12.6%	16.78%	0%
Kotak Nifty Sdl Jul 2033 Index Fund	9.58%	0%	0%
Kotak Pioneer Fund	12.47%	26.98%	25.04%
Kotak Crisil Ibx Aaa Financial Services Index Sep 2027 Fund	9.07%	0%	0%
Kotak Nifty PSU Bank ETF Fund	1.14%	5.25%	3.1%
Kotak Nifty 100 Equal Weight ETF Fund	0%	0%	0%
Kotak Nifty Top 10 Equal Weight Index Fund	0%	0%	0%
Kotak Overnight Fund	6.16%	4.82%	4.46%
Kotak Focused Fund	0.34%	16.74%	22.73%
Kotak Liquid Fund	7.15%	6.93%	6.47%
Kotak Crisil Ibx Aaa Bond Financial Services Index Dec 2026 Fund	0%	0%	0%
Kotak Us Equity Fund	12.03%	11.86%	8.88%
Kotak Long Duration Fund	8.57%	0%	0%
Kotak Bse PSU Index Fund	-13.6%	0%	0%
Kotak Nifty Sdl Jul 2026 Index Fund	7.86%	0%	0%
Kotak Bond Fund	7.56%	8.57%	8.28%
Kotak ELSS Tax Saver Fund	12.15%	14.53%	12.59%
Kotak Nifty Next 50 Index Fund	10.38%	14.61%	0%
Kotak Multicap Fund	11.59%	27.54%	0%
Kotak Nifty Midcap 50 ETF Fund	14.7%	30.0%	0%
Kotak Technology Fund	6.02%	0%	0%
Kotak Special Opportunities Fund	-10.94%	0%	0%
Kotak Energy Opportunities Fund	0%	0%	0%
Kotak Medium Term Fund	9.85%	8.3%	6.19%
Kotak Large Cap Fund	10.61%	13.45%	11.18%
Kotak Nifty India Tourism Index Fund	6.69%	0%	0%
Kotak Balanced Advantage Fund	7.99%	13.86%	12.86%
Kotak Bse Sensex ETF Fund	0.62%	12.83%	-37.45%
Kotak Nifty 100 Low Volatility 30 ETF Fund	9.99%	18.22%	0%
Kotak Nifty Sdl Plus Aaa PSU Bond Jul 2028 6040 Index Fund	8.43%	7.77%	0%
Kotak Esg Exclusionary Strategy Fund	11.27%	11.79%	0%

^{_{Data as of 14-Dec-2025}}

SIP and SWP returns with step-up

Rolling SIP returns with 10% step-up

Fund	Any 1Y SIP	Any 3Y 目↑ SIP	Any 5Y 目↑ SIP
Kotak Gold ETF Fund	9.1%	40.78%	23.77%
Kotak World Gold Fund	-1.47%	17.29%	11.91%
Kotak Credit Risk Fund	8.47%	9.16%	7.94%
Kotak Msci India ETF Fund	0%	0%	0%
Kotak Nifty 100 Equal Weight Index Fund	0%	0%	0%
Kotak Nifty Mnc ETF Fund	16.19%	13.74%	0%
Kotak Money Market Fund	7.5%	7.29%	6.67%
Kotak Bse Sensex Index Fund	0%	0%	0%
Kotak Income Plus Arbitrage Omni FOF Fund	8.72%	8.23%	0%
Kotak Us Specific Equity Passive FOF Fund	-1.02%	32.5%	0%
Kotak Silver ETF Fund	25.62%	0%	0%
Kotak Banking And PSU Debt Fund	8.52%	8.28%	7.55%
Kotak Nifty Alpha 50 Index Fund	0%	0%	0%
Kotak Nifty Sdl Apr 2027 Top 12 Equal Weight Index Fund	7.31%	7.87%	0%
Kotak Nifty Financial Services Ex Bank Index Fund	21.76%	0%	0%
Kotak Nifty It ETF Fund	3.13%	7.98%	0%
Kotak Banking Financial Services Fund	19.0%	0%	0%
Kotak Aggressive Hybrid Fund	12.99%	14.59%	15.2%
Kotak Nifty Midcap 150 Momentum 50 Index Fund	8.39%	0%	0%
Kotak Small Cap Fund	13.96%	10.38%	14.43%
Kotak Nifty India Consumption ETF Fund	16.35%	17.25%	0%
Kotak Gold Fund	4.56%	41.13%	30.08%
Kotak Nifty 50 Index Fund	12.69%	13.26%	0%
Kotak Manufacture In India Fund	22.05%	19.1%	0%
Kotak Nifty Chemicals ETF Fund	0%	0%	0%
Kotak Nifty G Sec July 2033 Index Fund	9.28%	0%	0%
Kotak Equity Savings Fund	9.7%	12.12%	12.12%
Kotak Nifty200 Quality 30 ETF Fund	0%	0%	0%
Kotak Nifty Commodities Index Fund	0%	0%	0%
Kotak Nifty 100 Low Volatility 30 Index Fund	9.11%	0%	0%
Kotak Crisil Ibx Financial Services 9 To 12 Months Debt Index Fund	0%	0%	0%
Kotak Quant Fund	2.53%	0%	0%
Kotak Midcap Fund	15.01%	19.24%	20.44%
Kotak Low Duration Fund	7.89%	7.98%	7.4%
Kotak Nifty Aaa Bond Financial Services Mar 2028 Index Fund	0%	0%	0%
Kotak Nifty Bank ETF Fund	21.86%	14.65%	14.26%
Kotak Nifty Smallcap 250 Index Fund	0%	0%	0%
Kotak Silver ETF Fund	22.52%	0%	0%
Kotak Infrastructure Economic Reform Fund	19.2%	15.28%	21.05%
Kotak Bse Housing Index Fund	4.13%	0%	0%
Kotak Corporate Bond Fund	7.95%	8.36%	7.59%
Kotak Consumption Fund	10.56%	0%	0%
Kotak Arbitrage Fund	6.87%	7.59%	7.26%
Kotak International Reit Overseas Equity Omni FOF Fund	-3.94%	12.01%	0%
Kotak Nifty Smallcap 50 Index Fund	12.52%	0%	0%
Kotak Nifty 50 Equal Weight Index Fund	0%	0%	0%
Kotak Large Midcap Fund	16.78%	17.39%	18.44%
Kotak Business Cycle Fund	13.33%	18.08%	0%
Kotak Nifty Midcap 50 Index Fund	13.9%	0%	0%
Kotak Nifty 200 Momentum 30 ETF Fund	0%	0%	0%
Kotak Healthcare Fund	6.24%	0%	0%
Kotak Nifty 50 Value 20 ETF Payout Income Distribution Cum Capital Withdrawal Fund	15.67%	10.65%	13.01%
Kotak Nifty 200 Quality 30 Index Fund	0%	0%	0%
Kotak Floating Rate Fund	8.33%	8.6%	7.8%
Kotak Transportation Logistics Fund	0%	0%	0%
Kotak Gilt Investment Provident And Trust Fund	7.04%	5.32%	5.86%
Kotak Mnc Fund	17.74%	0%	0%
Kotak Contra Fund	15.98%	18.85%	19.93%
Kotak Dynamic Bond Fund	5.07%	7.63%	7.25%
Kotak Bond Short Term Fund	8.43%	8.26%	7.52%
Kotak Savings Fund	7.09%	7.44%	6.98%
Kotak Nifty 50 ETF Fund	8.95%	13.55%	13.63%
Kotak Multi Asset Allocation Fund	10.59%	0%	0%
Kotak Multi Asset Omni FOF Fund	14.41%	19.16%	19.26%
Kotak Rural Opportunities Fund	0%	0%	0%
Kotak Flexicap Fund	15.89%	16.13%	16.14%
Kotak Gold Silver Passive FOF Fund	0%	0%	0%
Kotak Nifty Midcap 150 Index Fund	0%	0%	0%
Kotak Global Emerging Market Overseas Equity Omni FOF Fund	6.26%	23.12%	14.6%
Kotak Nifty Alpha 50 ETF Fund	2.58%	13.73%	0%
Kotak Nifty 200 Momentum 30 Index Fund	-0.71%	0%	0%
Kotak Debt Hybrid Fund	11.27%	9.97%	10.48%
Kotak Crisil Ibx Financial Services 3 6 Months Debt Index Fund	0%	0%	0%
Kotak Nifty Sdl Apr 2032 Top 12 Equal Weight Index Fund	6.12%	7.92%	0%
Kotak Active Momentum Fund	0%	0%	0%
Kotak Nifty Midcap 150 ETF Fund	0%	0%	0%
Kotak Nifty 1d Rate Liquid ETF Fund	4.32%	0%	0%
Kotak Global Innovation Overseas Equity Omni FOF Fund	24.41%	24.6%	0%
Kotak Nifty Sdl Jul 2033 Index Fund	9.29%	0%	0%
Kotak Pioneer Fund	26.89%	20.93%	19.92%
Kotak Crisil Ibx Aaa Financial Services Index Sep 2027 Fund	8.56%	0%	0%
Kotak Nifty PSU Bank ETF Fund	32.28%	27.83%	33.4%
Kotak Nifty 100 Equal Weight ETF Fund	0%	0%	0%
Kotak Nifty Top 10 Equal Weight Index Fund	0%	0%	0%
Kotak Overnight Fund	5.69%	6.25%	6.03%
Kotak Focused Fund	18.72%	18.27%	17.35%
Kotak Liquid Fund	7.08%	6.95%	6.09%
Kotak Crisil Ibx Aaa Bond Financial Services Index Dec 2026 Fund	0%	0%	0%
Kotak Us Equity Fund	11.14%	15.79%	14.22%
Kotak Long Duration Fund	5.78%	0%	0%
Kotak Bse PSU Index Fund	12.4%	0%	0%
Kotak Nifty Sdl Jul 2026 Index Fund	7.8%	0%	0%
Kotak Bond Fund	7.71%	7.48%	7.11%
Kotak ELSS Tax Saver Fund	16.78%	13.8%	15.7%
Kotak Nifty Next 50 Index Fund	8.89%	15.09%	0%
Kotak Multicap Fund	20.39%	21.12%	0%
Kotak Nifty Midcap 50 ETF Fund	25.82%	21.34%	0%
Kotak Technology Fund	-2.78%	0%	0%
Kotak Special Opportunities Fund	7.41%	0%	0%
Kotak Energy Opportunities Fund	0%	0%	0%
Kotak Medium Term Fund	10.22%	9.82%	8.7%
Kotak Large Cap Fund	15.22%	15.81%	15.67%
Kotak Nifty India Tourism Index Fund	1.92%	0%	0%
Kotak Balanced Advantage Fund	13.48%	12.07%	12.02%
Kotak Bse Sensex ETF Fund	13.03%	12.24%	-4.5%
Kotak Nifty 100 Low Volatility 30 ETF Fund	18.92%	15.38%	0%
Kotak Nifty Sdl Plus Aaa PSU Bond Jul 2028 6040 Index Fund	8.12%	8.26%	0%
Kotak Esg Exclusionary Strategy Fund	11.61%	14.29%	0%

^{_{Data as of 14-Dec-2025}}

Rolling SWP returns with 10% step-up

Fund	Any 1Y SWP	Any 3Y 目↑ SWP	Any 5Y 目↑ SWP
Kotak Gold ETF Fund	13.11%	21.45%	-44.94%
Kotak World Gold Fund	-3.42%	-8.55%	2.28%
Kotak Credit Risk Fund	8.19%	8.03%	5.81%
Kotak Msci India ETF Fund	0%	0%	0%
Kotak Nifty 100 Equal Weight Index Fund	0%	0%	0%
Kotak Nifty Mnc ETF Fund	22.54%	15.95%	0%
Kotak Money Market Fund	7.68%	7.39%	7.07%
Kotak Bse Sensex Index Fund	0%	0%	0%
Kotak Income Plus Arbitrage Omni FOF Fund	8.26%	8.11%	0%
Kotak Us Specific Equity Passive FOF Fund	-0.02%	34.42%	0%
Kotak Silver ETF Fund	20.96%	0%	0%
Kotak Banking And PSU Debt Fund	8.88%	7.71%	5.46%
Kotak Nifty Alpha 50 Index Fund	0%	0%	0%
Kotak Nifty Sdl Apr 2027 Top 12 Equal Weight Index Fund	6.84%	7.57%	0%
Kotak Nifty Financial Services Ex Bank Index Fund	19.89%	0%	0%
Kotak Nifty It ETF Fund	10.56%	11.08%	0%
Kotak Banking Financial Services Fund	19.37%	0%	0%
Kotak Aggressive Hybrid Fund	8.29%	17.35%	21.09%
Kotak Nifty Midcap 150 Momentum 50 Index Fund	-11.74%	0%	0%
Kotak Small Cap Fund	7.48%	22.87%	35.16%
Kotak Nifty India Consumption ETF Fund	-0.57%	17.98%	0%
Kotak Gold Fund	5.04%	22.02%	8.72%
Kotak Nifty 50 Index Fund	12.41%	12.28%	0%
Kotak Manufacture In India Fund	22.07%	24.8%	0%
Kotak Nifty Chemicals ETF Fund	0%	0%	0%
Kotak Nifty G Sec July 2033 Index Fund	10.05%	0%	0%
Kotak Equity Savings Fund	8.37%	13.48%	12.12%
Kotak Nifty200 Quality 30 ETF Fund	0%	0%	0%
Kotak Nifty Commodities Index Fund	0%	0%	0%
Kotak Nifty 100 Low Volatility 30 Index Fund	-1.97%	0%	0%
Kotak Crisil Ibx Financial Services 9 To 12 Months Debt Index Fund	0%	0%	0%
Kotak Quant Fund	11.87%	0%	0%
Kotak Midcap Fund	11.97%	24.94%	30.17%
Kotak Low Duration Fund	8.38%	7.8%	5.6%
Kotak Nifty Aaa Bond Financial Services Mar 2028 Index Fund	0%	0%	0%
Kotak Nifty Bank ETF Fund	6.5%	8.77%	16.34%
Kotak Nifty Smallcap 250 Index Fund	0%	0%	0%
Kotak Silver ETF Fund	18.57%	0%	0%
Kotak Infrastructure Economic Reform Fund	13.15%	28.79%	39.98%
Kotak Bse Housing Index Fund	14.44%	0%	0%
Kotak Corporate Bond Fund	8.49%	7.82%	5.42%
Kotak Consumption Fund	29.17%	0%	0%
Kotak Arbitrage Fund	6.93%	8.27%	5.98%
Kotak International Reit Overseas Equity Omni FOF Fund	-3.7%	3.84%	0%
Kotak Nifty Smallcap 50 Index Fund	28.62%	0%	0%
Kotak Nifty 50 Equal Weight Index Fund	0%	0%	0%
Kotak Large Midcap Fund	14.14%	22.14%	24.05%
Kotak Business Cycle Fund	0.34%	19.37%	0%
Kotak Nifty Midcap 50 Index Fund	-8.85%	0%	0%
Kotak Nifty 200 Momentum 30 ETF Fund	0%	0%	0%
Kotak Healthcare Fund	24.15%	0%	0%
Kotak Nifty 50 Value 20 ETF Payout Income Distribution Cum Capital Withdrawal Fund	14.12%	17.69%	23.56%
Kotak Nifty 200 Quality 30 Index Fund	0%	0%	0%
Kotak Floating Rate Fund	7.03%	8.03%	5.58%
Kotak Transportation Logistics Fund	0%	0%	0%
Kotak Gilt Investment Provident And Trust Fund	6.79%	8.31%	5.28%
Kotak Mnc Fund	-2.59%	0%	0%
Kotak Contra Fund	16.1%	24.47%	25.62%
Kotak Dynamic Bond Fund	7.4%	8.27%	5.38%
Kotak Bond Short Term Fund	8.8%	7.81%	5.35%
Kotak Savings Fund	7.71%	7.49%	5.32%
Kotak Nifty 50 ETF Fund	8.24%	12.57%	18.49%
Kotak Multi Asset Allocation Fund	14.3%	0%	0%
Kotak Multi Asset Omni FOF Fund	10.63%	19.73%	20.46%
Kotak Rural Opportunities Fund	0%	0%	0%
Kotak Flexicap Fund	12.95%	17.66%	19.75%
Kotak Gold Silver Passive FOF Fund	0%	0%	0%
Kotak Nifty Midcap 150 Index Fund	0%	0%	0%
Kotak Global Emerging Market Overseas Equity Omni FOF Fund	4.88%	10.86%	1.05%
Kotak Nifty Alpha 50 ETF Fund	-12.06%	23.09%	0%
Kotak Nifty 200 Momentum 30 Index Fund	18.09%	0%	0%
Kotak Debt Hybrid Fund	9.91%	12.48%	12.13%
Kotak Crisil Ibx Financial Services 3 6 Months Debt Index Fund	0%	0%	0%
Kotak Nifty Sdl Apr 2032 Top 12 Equal Weight Index Fund	8.75%	8.56%	0%
Kotak Active Momentum Fund	0%	0%	0%
Kotak Nifty Midcap 150 ETF Fund	0%	0%	0%
Kotak Nifty 1d Rate Liquid ETF Fund	3.13%	0%	0%
Kotak Global Innovation Overseas Equity Omni FOF Fund	12.6%	22.28%	0%
Kotak Nifty Sdl Jul 2033 Index Fund	9.58%	0%	0%
Kotak Pioneer Fund	12.47%	27.06%	24.57%
Kotak Crisil Ibx Aaa Financial Services Index Sep 2027 Fund	9.07%	0%	0%
Kotak Nifty PSU Bank ETF Fund	1.14%	26.2%	48.37%
Kotak Nifty 100 Equal Weight ETF Fund	0%	0%	0%
Kotak Nifty Top 10 Equal Weight Index Fund	0%	0%	0%
Kotak Overnight Fund	6.16%	6.62%	4.79%
Kotak Focused Fund	0.34%	16.93%	22.23%
Kotak Liquid Fund	7.15%	6.92%	6.43%
Kotak Crisil Ibx Aaa Bond Financial Services Index Dec 2026 Fund	0%	0%	0%
Kotak Us Equity Fund	12.03%	10.68%	9.09%
Kotak Long Duration Fund	8.57%	0%	0%
Kotak Bse PSU Index Fund	-13.6%	0%	0%
Kotak Nifty Sdl Jul 2026 Index Fund	7.86%	0%	0%
Kotak Bond Fund	7.56%	8.31%	5.19%
Kotak ELSS Tax Saver Fund	12.15%	18.56%	24.06%
Kotak Nifty Next 50 Index Fund	10.38%	18.44%	0%
Kotak Multicap Fund	11.59%	27.63%	0%
Kotak Nifty Midcap 50 ETF Fund	14.7%	29.95%	0%
Kotak Technology Fund	6.02%	0%	0%
Kotak Special Opportunities Fund	-10.94%	0%	0%
Kotak Energy Opportunities Fund	0%	0%	0%
Kotak Medium Term Fund	9.85%	8.35%	6.29%
Kotak Large Cap Fund	10.61%	16.7%	20.38%
Kotak Nifty India Tourism Index Fund	6.69%	0%	0%
Kotak Balanced Advantage Fund	7.99%	13.91%	12.8%
Kotak Bse Sensex ETF Fund	0.62%	12.89%	-36.9%
Kotak Nifty 100 Low Volatility 30 ETF Fund	9.99%	18.26%	0%
Kotak Nifty Sdl Plus Aaa PSU Bond Jul 2028 6040 Index Fund	8.43%	7.79%	0%
Kotak Esg Exclusionary Strategy Fund	11.27%	15.05%	0%

^{_{Data as of 14-Dec-2025}}

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

Tables have been updated on 14-Dec-2025

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 108 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 14.6% 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 29.85% 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 33.65% 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 30.29% 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.

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Explore Different Categories of Mutual Funds

Equity Scheme funds Debt Scheme funds Hybrid Scheme funds Solution Oriented Schemes – Funds for Retirement and Children Other Schemes – 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 14-Dec-2025.

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