Mutual Funds

Key Features

  • MF on the Net and Call

Looking for a convenient way to purchase or redeem mutual funds?
You can now invest in MFs online using our Net Banking facility

Bank account linkageWith the Net Banking linkage, Kotak Mahindra Bank customers can directly make payments from their bank account for their MF purchases without the requirement of filling up MF forms or writing out cheques etc. Similarly, redemption proceeds can be credited to the Bank account. This facility would only be provided subject to completing of the document formalities.

Portfolio statementView your Portfolio Statement online and get a consolidated report of all your MF investments, across schemes, with latest NAV information, updated returns status of each scheme etc.

Mutual Fund RecommendationsThe MFs on our advisory list are drawn from 30 top performing schemes from 11 renowned Mutual Fund houses like Templeton, Tata, Kotak, Birla, Reliance, HDFC, HSBC etc. Our recommendations are based on extensive research of the investment philosophy, portfolio quality and performance consistency of each fund.

You have the choice of opening the online investment account with us on a repatriable or on a non repatriable basis.*

Please note, keeping in mind regulatory framework, for all existing customers having an investment account with us, we will re-group your investments into separate investment accounts based on the Repatriability status of the Folios held. This will help you track and manage your investments efficiently.

*NRIs / PIOs residing in North America and UK are not eligible for this facility#.
#Availability of service is dependent on your service provider.