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 low to high · page 2 of 3
- Kotak Infrastructure and Economic Reform Fund - Direct Plan - Growth OptionKotak Mahindra · Equity₹81.25#511Y+4.72%3Y+14.96%5Y+17.30%10Y+15.92%
- Kotak US Specific Equity Passive FOF - Direct Plan - GrowthKotak Mahindra · Other₹29.81#521Y+33.82%3Y+32.14%5Y+21.67%10Y—
- Kotak Gold Fund - Direct Plan - GrowthKotak Mahindra · Other₹59.25#531Y+18.31%3Y+34.76%5Y+24.16%10Y+15.92%
- KOTAK GOLD ETFKotak Mahindra · Other₹122.62#541Y+18.77%3Y+35.18%5Y+24.53%10Y+16.08%
- Kotak Nifty PSU Bank ETFKotak Mahindra · Equity₹80.37#551Y+1.26%3Y+15.23%5Y+24.68%10Y+9.48%
- Kotak Nifty Alpha 50 ETFKotak Mahindra · Equity₹52.75#561Y+7.78%3Y+14.43%5Y—10Y—
- Kotak Nifty Midcap 50 ETFKotak Mahindra · Equity₹17.20#571Y+2.54%3Y+13.91%5Y—10Y—
- Kotak Manufacture in India Fund - Direct Plan - GrowthKotak Mahindra · Equity₹23.07#581Y+13.21%3Y+19.26%5Y—10Y—
- Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund - Direct Plan - GrowthKotak Mahindra · Debt₹13.30#591Y+5.80%3Y+7.56%5Y—10Y—
- Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund - Direct Plan - GrowthKotak Mahindra · Debt₹13.37#601Y+3.46%3Y+7.05%5Y—10Y—
- Kotak Nifty 100 Low Volatility 30 ETFKotak Mahindra · Equity₹19.50#611Y-8.14%3Y+8.13%5Y—10Y—
- Kotak Nifty India Consumption ETFKotak Mahindra · Equity₹11.16#621Y-9.77%3Y+9.46%5Y—10Y—
- Kotak Nifty MNC ETFKotak Mahindra · Equity₹30.59#631Y+0.50%3Y+10.82%5Y—10Y—
- Kotak Business Cycle Fund - Direct Plan - GrowthKotak Mahindra · Equity₹17.83#641Y+3.32%3Y+14.95%5Y—10Y—
- Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60 - 40 Index Fund - Direct Plan - GrowthKotak Mahindra · Debt₹13.32#651Y+5.12%3Y+7.48%5Y—10Y—
- Kotak Income Plus Arbitrage Omni FOF - Direct Plan - GrowthKotak Mahindra · Other₹13.26#661Y+5.24%3Y+7.48%5Y—10Y—
- Kotak Silver ETFKotak Mahindra · Other₹21.23#671Y+25.42%3Y+44.17%5Y—10Y—
- Kotak FMP Series 304 - Direct Plan - Growth OptionKotak Mahindra · Debt₹13.09#681Y+2.62%3Y+7.60%5Y—10Y—
- Kotak Nifty 1D Rate Liquid ETFKotak Mahindra · Debt₹1,126.56#691Y+5.02%3Y+4.05%5Y—10Y—
- Kotak Banking and Financial Services Fund - Direct Plan - GrowthKotak Mahindra · Equity₹16.18#701Y-0.53%3Y+11.14%5Y—10Y—
- Kotak Nifty SDL Jul 2033 Index Fund - Direct Plan - GrowthKotak Mahindra · Debt₹12.85#711Y+3.13%3Y+6.87%5Y—10Y—
- Kotak Silver ETF Fund of Fund - Direct Plan - GrowthKotak Mahindra · Other₹29.17#721Y+28.81%3Y+44.46%5Y—10Y—
- Kotak Nifty Smallcap 50 Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹22.54#731Y+10.84%3Y+17.15%5Y—10Y—
- Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹14.01#741Y-6.00%3Y+8.38%5Y—10Y—
- Kotak Quant Fund - Direct Plan - GrowthKotak Mahindra · Equity₹14.67#751Y-3.68%3Y+12.41%5Y—10Y—
- Kotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹15.47#761Y-3.11%3Y+12.64%5Y—10Y—
- Kotak BSE Housing Index Fund - Direct Plan - Growth OptionKotak Mahindra · Equity₹12.12#771Y-12.38%3Y+4.83%5Y—10Y—
- Kotak Multi Asset Allocation Fund - Direct Plan - Growth OptionKotak Mahindra · Hybrid₹16.05#781Y+5.79%3Y+16.74%5Y—10Y—
- Kotak Nifty G-Sec July 2033 Index Fund - Direct Plan - GrowthKotak Mahindra · Debt₹12.29#791Y+2.38%3Y+7.08%5Y—10Y—
- Kotak Consumption Fund - Direct Plan - Growth OptionKotak Mahindra · Equity₹13.98#801Y-5.77%3Y+11.72%5Y—10Y—
- Kotak Healthcare Fund - Direct Plan - Growth OptionKotak Mahindra · Equity₹17.25#811Y+22.92%3Y—5Y—10Y—
- Kotak Technology Fund - Direct Plan - GrowthKotak Mahindra · Equity₹10.45#821Y-10.36%3Y—5Y—10Y—
- Kotak Long Term Fund - Direct Plan - GrowthKotak Mahindra · Debt₹10.96#831Y-1.56%3Y—5Y—10Y—
- Kotak NIFTY 100 Low Volatility 30 Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹10.04#841Y-8.43%3Y—5Y—10Y—
- Kotak Special Opportunities Fund - Direct Plan - GrowthKotak Mahindra · Equity₹11.51#851Y+15.33%3Y—5Y—10Y—
- kotak BSE PSU Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹8.74#861Y-2.87%3Y—5Y—10Y—
- Kotak Nifty Midcap 50 Index Fund - Direct Plan - GROWTHKotak Mahindra · Equity₹10.36#871Y+1.21%3Y—5Y—10Y—
- Kotak CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund - Direct Plan - GROWTH OptionKotak Mahindra · Debt₹11.64#881Y+5.88%3Y—5Y—10Y—
- Kotak Nifty India Tourism Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹7.98#891Y-16.48%3Y—5Y—10Y—
- Kotak MNC Fund - Direct Plan - GrowthKotak Mahindra · Equity₹12.39#901Y+16.18%3Y—5Y—10Y—
- Kotak Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹9.19#911Y-1.17%3Y—5Y—10Y—
- Kotak Transportation & Logistics Fund - Direct Plan - GrowthKotak Mahindra · Equity₹11.83#921Y+0.64%3Y—5Y—10Y—
- Kotak Nifty 100 Equal Weight Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹10.38#931Y-2.55%3Y—5Y—10Y—
- Kotak Nifty 50 Equal Weight Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹10.42#941Y-5.10%3Y—5Y—10Y—
- Kotak Nifty SmallCap 250 Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹11.54#951Y+4.18%3Y—5Y—10Y—
- Kotak BSE Sensex Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹9.61#961Y-11.99%3Y—5Y—10Y—
- Kotak CRISIL- IBX AAA Bond Financial Services Index - Dec 2026 Fund - Direct Plan - GrowthKotak Mahindra · Debt₹11.27#971Y+6.63%3Y—5Y—10Y—
- Kotak MSCI India ETFKotak Mahindra · Equity₹27.79#981Y-7.21%3Y—5Y—10Y—
- Kotak Nifty 100 Equal Weight ETFKotak Mahindra · Equity₹32.67#991Y-2.44%3Y—5Y—10Y—
- Kotak Nifty Commodities Index Fund - Direct Plan - GrowthKotak Mahindra · Other₹11.14#1001Y-1.99%3Y—5Y—10Y—
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.