Kotak Mahindra Mutual Funds
Kotak Mahindra runs 129 direct-plan schemes that we currently track — 71 equity, 34 debt, 17 other, 7 hybrid. The table below ranks them all by CAGR so you can see how the fund house performs across horizons rather than judging it on a single flagship scheme.
Its strongest 5-year performer is Kotak Nifty PSU Bank ETF at 24.7% CAGR, against a house-wide median of 7.3%. A wide spread between a fund house's best and median scheme is worth noting: it usually means performance is driven by a few specific funds rather than by the AMC's process as a whole.
Showing 50 of 129 schemes · sorted by Y5 high to low · page 1 of 3
- Kotak Nifty PSU Bank ETFKotak Mahindra · Equity₹80.37#11Y+1.26%3Y+15.23%5Y+24.68%10Y+9.48%
- KOTAK GOLD ETFKotak Mahindra · Other₹122.62#21Y+18.77%3Y+35.18%5Y+24.53%10Y+16.08%
- Kotak Gold Fund - Direct Plan - GrowthKotak Mahindra · Other₹59.25#31Y+18.31%3Y+34.76%5Y+24.16%10Y+15.92%
- Kotak US Specific Equity Passive FOF - Direct Plan - GrowthKotak Mahindra · Other₹29.81#41Y+33.82%3Y+32.14%5Y+21.67%10Y—
- Kotak Infrastructure and Economic Reform Fund - Direct Plan - Growth OptionKotak Mahindra · Equity₹81.25#51Y+4.72%3Y+14.96%5Y+17.30%10Y+15.92%
- Kotak Infrastructure and Economic Reform Fund - Direct Plan - ayout of Income Distribution cum capital withdrawal optionKotak Mahindra · Equity₹80.32#61Y+4.72%3Y+14.96%5Y+17.30%10Y+15.80%
- Kotak Multi Cap Fund - Direct Plan - GrowthKotak Mahindra · Equity₹20.79#71Y-0.77%3Y+15.01%5Y+15.72%10Y—
- Kotak Pioneer Fund - Direct Plan - GrowthKotak Mahindra · Equity₹38.74#81Y+8.55%3Y+20.34%5Y+14.45%10Y—
- Kotak Mid Cap Fund - Direct Plan - GrowthKotak Mahindra · Equity₹160.14#91Y-0.91%3Y+15.30%5Y+14.38%10Y+17.03%
- Kotak Multi Asset Omni FOF - Direct Plan - GrowthKotak Mahindra · Other₹271.20#101Y+2.14%3Y+14.00%5Y+13.75%10Y+14.89%
- Kotak Global Emerging Market Overseas Equity Active FOF - Direct Plan - GrowthKotak Mahindra · Other₹43.73#111Y+33.77%3Y+27.63%5Y+12.52%10Y+11.82%
- Kotak Contra Fund - Direct Plan - GrowthKotak Mahindra · Equity₹171.83#121Y-5.12%3Y+12.90%5Y+12.36%10Y+15.68%
- Kotak Large & Mid Cap Fund - Direct Plan - GrowthKotak Mahindra · Equity₹381.90#131Y-4.38%3Y+11.05%5Y+11.79%10Y+14.59%
- Kotak Global Innovation Overseas Equity Active FOF - Direct Plan - GrowthKotak Mahindra · Other₹16.54#141Y+29.28%3Y+27.31%5Y+11.10%10Y—
- Kotak Small Cap Fund - Direct Plan - GrowthKotak Mahindra · Equity₹316.63#151Y+4.23%3Y+11.23%5Y+11.10%10Y+16.82%
- Kotak Aggressive Hybrid Fund - Direct Plan - GrowthKotak Mahindra · Hybrid₹45.81#161Y-0.76%3Y+11.71%5Y+10.85%10Y+10.30%
- Kotak Aggressive Hybrid Fund - Direct Plan - GrowthKotak Mahindra · Hybrid₹74.73#171Y-0.76%3Y+11.71%5Y+10.85%10Y+12.98%
- Kotak ELSS Tax Saver Fund - Direct Plan - GrowthKotak Mahindra · Equity₹132.21#181Y-3.22%3Y+9.31%5Y+10.45%10Y+13.83%
- Kotak Focused Fund - Direct Plan - Growth optionKotak Mahindra · Equity₹28.78#191Y-1.16%3Y+13.15%5Y+10.35%10Y—
- Kotak Focused Fund - Direct Plan - Income Distribution cum capital withdrawal optionKotak Mahindra · Equity₹28.79#201Y-1.16%3Y+13.16%5Y+10.35%10Y—
- Kotak Nifty Next 50 Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹20.06#211Y+0.35%3Y+15.27%5Y+10.05%10Y—
- Kotak Equity Savings Fund - Direct Plan - GrowthKotak Mahindra · Hybrid₹30.19#221Y+2.08%3Y+9.50%5Y+9.54%10Y+9.75%
- Kotak Flexi Cap Fund - Direct Plan - GrowthKotak Mahindra · Equity₹90.83#231Y-6.41%3Y+9.56%5Y+9.05%10Y+12.67%
- Kotak Nifty Bank ETFKotak Mahindra · Equity₹57.07#241Y-1.52%3Y+8.20%5Y+8.20%10Y+11.60%
- Kotak Balanced Advantage Fund - Direct Plan - Growth OptionKotak Mahindra · Hybrid₹22.30#251Y-1.10%3Y+8.47%5Y+8.17%10Y—
- Kotak Conservative Hybrid Fund - Direct Plan - GrowthKotak Mahindra · Hybrid₹68.71#261Y-0.01%3Y+8.05%5Y+7.82%10Y+9.30%
- Kotak Large Cap Fund - Direct Plan - GrowthKotak Mahindra · Equity₹615.86#271Y-7.58%3Y+8.41%5Y+7.59%10Y+12.23%
- Kotak Medium Term Fund - Direct Plan - GrowthKotak Mahindra · Debt₹27.48#281Y+5.69%3Y+8.79%5Y+7.29%10Y+7.38%
- Kotak Arbitrage Fund - Direct Plan - GrowthKotak Mahindra · Hybrid₹43.49#291Y+6.82%3Y+7.48%5Y+7.00%10Y+6.46%
- Kotak Medium Term Fund - Direct Plan - Standard Income Distribution cum capital withdrawal optioKotak Mahindra · Debt₹27.04#301Y+4.00%3Y+8.21%5Y+6.95%10Y+7.18%
- Kotak Money Market Fund - Direct Plan - (Growth)Kotak Mahindra · Debt₹4,927.09#311Y+6.55%3Y+7.38%5Y+6.75%10Y+6.65%
- Kotak Ultra Short to Short Term Fund - Direct Plan - Growth OptionKotak Mahindra · Debt₹3,949.04#321Y+6.09%3Y+7.45%5Y+6.72%10Y+7.28%
- Kotak Floating Interest Rates Fund - Direct Plan - GROWTH OPTIONKotak Mahindra · Debt₹1,668.12#331Y+5.35%3Y+7.63%5Y+6.66%10Y—
- Kotak Credit Risk Fund - Direct Plan - GrowthKotak Mahindra · Debt₹36.29#341Y+6.38%3Y+8.43%5Y+6.65%10Y+7.24%
- Kotak Credit Risk Fund - Direct Plan - Standard Income Distribution cum capital withdrawal optionKotak Mahindra · Debt₹27.25#351Y+6.38%3Y+8.42%5Y+6.65%10Y+7.24%
- Kotak Ultra Short Term Fund - Direct Plan - GrowthKotak Mahindra · Debt₹48.73#361Y+6.45%3Y+7.21%5Y+6.61%10Y+6.69%
- Kotak Dynamic Term Fund - Direct Plan - GrowthKotak Mahindra · Debt₹43.43#371Y+4.18%3Y+7.78%5Y+6.48%10Y+7.54%
- Kotak Dynamic Term Fund - Direct Plan - Standard Income Distribution cum capital withdrawal optionKotak Mahindra · Debt₹15.24#381Y+4.18%3Y+7.77%5Y+6.48%10Y+3.48%
- Kotak Short Term Fund - Direct Plan - (Growth)Kotak Mahindra · Debt₹61.34#391Y+4.68%3Y+7.38%5Y+6.40%10Y+7.17%
- Kotak Liquid Fund - Direct Plan - GrowthKotak Mahindra · Debt₹5,768.64#401Y+6.51%3Y+6.94%5Y+6.39%10Y+6.08%
- Kotak Corporate Bond Fund - Direct Plan - Growth OptionKotak Mahindra · Debt₹4,197.33#411Y+4.20%3Y+7.27%5Y+6.37%10Y+7.16%
- Kotak Banking and PSU Debt Fund - Direct Plan - GrowthKotak Mahindra · Debt₹72.67#421Y+4.51%3Y+7.20%5Y+6.35%10Y+7.25%
- Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth OptionKotak Mahindra · Equity₹17.15#431Y-8.99%3Y+6.71%5Y+6.08%10Y—
- Kotak Medium to Long Term Fund - Direct Plan - GrowthKotak Mahindra · Debt₹89.87#441Y+2.77%3Y+6.91%5Y+5.91%10Y+6.61%
- Kotak Nifty 50 Value 20 ETFKotak Mahindra · Equity₹13.03#451Y-11.78%3Y+3.85%5Y+5.89%10Y+13.40%
- Kotak Overnight Fund - Direct Plan - GrowthKotak Mahindra · Debt₹1,476.48#461Y+5.26%3Y+6.05%5Y+5.75%10Y—
- Kotak Nifty 50 ETFKotak Mahindra · Equity₹248.50#471Y-10.37%3Y+5.35%5Y+5.60%10Y+11.12%
- Kotak Nifty 50 Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹14.88#481Y-10.46%3Y+5.10%5Y+5.41%10Y—
- Kotak Gilt Fund - Direct Plan - Investment Provident Fund and Trust-GrowthKotak Mahindra · Debt₹113.00#491Y+0.32%3Y+5.57%5Y+5.16%10Y+6.67%
- Kotak Gilt Fund - Direct Plan - GrowthKotak Mahindra · Debt₹110.33#501Y+0.32%3Y+5.56%5Y+5.16%10Y+6.66%
Kotak Mahindra mutual funds — frequently asked questions
Which Kotak Mahindra mutual fund has given the best 5-year return?
Kotak Nifty PSU Bank ETF is Kotak Mahindra's best-performing scheme over five years, with a CAGR of 24.7%. This reflects historical NAV growth and is not a forecast.
How many mutual fund schemes does Kotak Mahindra offer?
We track 129 direct-plan Kotak Mahindra schemes with a recent NAV, spread across 4 asset types. Schemes that have been wound up or have stopped reporting NAV are excluded.
Are these Kotak Mahindra returns before or after expenses?
After. NAV is published net of the scheme's expense ratio, so every CAGR shown here is already net of ongoing costs. Exit loads, stamp duty and your own tax liability are not included.