Mutual Funds

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The Mutual funds we offer range from Debt to Equity and are drawn from renowned Asset Management Companies with a strong track record.

  1. Dedicated Relationship Manager to recommend the funds as per your investment objectives – short term and long term strategies
  2. Assistance at every step of the investment process
  3. An experienced research team to analyze and research the Mutual Funds available in the market
  4. A consolidated investment account to give you a snapshot of your entire mutual fund investments made through us and a lot more!
  5. Comprehensive recommendations that take into account all relevant factors including the investment philosophy of the Asset Management Company, portfolio quality, risk-adjusted returns and market trends.

Recommendation Process:

The recommended list of Mutual Funds is released on a half yearly basis. The selection criteria are based on a unique "Three Tier process" where factors like the consistency, alpha generation, risk management and Fund Manager skills are considered. The last 24 month performance of the funds is taken and various statistical tools are applied to arrive at the final set of recommended funds across various categories.

 

The Investment Account is a unique facility where you can view your portfolio of Mutual Funds online on a daily basis. With your Kotak Investment Account you can:

  • Transact in mutual funds from over 23 fund houses through Net banking, Phone Banking, Mobile banking or through a simple one page transaction request form.
  • Invest systematically by setting up Systematic Investment Plans through any of the above mentioned channels
  • Track the Net Asset Values and the portfolio performance
  • Get a consolidated view of your total mutual fund portfolio
  • Get access to Recommended funds
  • Register nominations for mutual fund Investments made through the Investment account
  • Get access to various reports like Capital gains /loss reports, Transaction Reports etc. through the Net Banking
  • Receive statements periodically

To view a sample Investment Account click here

Disclaimer

Online investment facilities in Mutual Funds is available across all countries except USA and Canada

Click Here to view Systematic Investment Plan

Know more about the latest portfolios of the recommended funds and the latest happenings in the world of mutual funds.

Fund NameFact SheetScheme Information DocumentAddendum
Axis Mutual FundFact SheetSIDAddendum
Baroda Pioneer Mutual FundFact SheetSIDAddendum
Birla Sun Life Mutual FundFact SheetSIDAddendum
BNP Paribas Mutual FundFact SheetSIDAddendum
BOI AXA Mutual FundFact SheetSIDAddendum
Canara Robeco Mutual FundFact SheetSIDAddendum
Deutsche Mutual FundFact SheetSIDAddendum
DSP BlackRock Mutual FundFact SheetSIDAddendum
Edelweiss Mutual FundFact SheetSIDAddendum
Escorts Mutual FundFact SheetSIDAddendum
Franklin Templeton Mutual FundFact SheetSIDAddendum
Goldman Sachs Mutual FundFact SheetSIDAddendum
HDFC Mutual FundFact SheetSIDAddendum
HSBC Mutual FundFact SheetSIDAddendum
ICICI Prudential Mutual FundFact SheetSIDAddendum
IDBI Mutual FundFact SheetSIDAddendum
IDFC Mutual FundFact SheetSIDAddendum
IIFL Mutual FundFact SheetSIDAddendum
JM Financial Mutual FundFact SheetSIDAddendum
JPMorgan Mutual FundFact SheetSIDAddendum
Kotak Mahindra Mutual FundFact SheetSIDAddendum
L&T Mutual FundFact SheetSIDAddendum
LIC NOMURA Mutual FundFact SheetSIDAddendum
Mirae Asset Mutual FundFact SheetSIDAddendum
Motilal Oswal Mutual FundFact SheetSIDAddendum
Peerless Mutual FundFact SheetSIDAddendum
PPFAS Mutual FundFact SheetSIDAddendum
Pramerica Mutual FundFact SheetSIDAddendum
PRINCIPAL Mutual FundFact SheetSIDAddendum
Quantum Mutual FundFact SheetSIDAddendum
Reliance Mutual FundFact SheetSIDAddendum
Religare Invesco Mutual FundFact SheetSIDAddendum
SBI Mutual FundFact SheetSIDAddendum
Shriram Mutual FundFact SheetSIDAddendum
Sundaram Mutual FundFact SheetSIDAddendum
Tata Mutual FundFact SheetSIDAddendum
Taurus Mutual FundFact SheetSIDAddendum
Union KBC Mutual FundFact SheetSIDAddendum
UTI Mutual FundFact SheetSIDAddendum

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