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 29 of 129 schemes · sorted by Y5 high to low · page 3 of 3
- Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - GrowthKotak Mahindra · Debt₹11.15#1011Y+6.74%3Y—5Y—10Y—
- Kotak Nifty Midcap 150 ETFKotak Mahindra · Equity₹21.99#1021Y-0.08%3Y—5Y—10Y—
- Kotak Nifty Midcap 150 Index Fund - Direct Plan - GROWTHKotak Mahindra · Equity₹11.12#1031Y-0.39%3Y—5Y—10Y—
- Kotak Energy Opportunities Fund - Direct Plan - GrowthKotak Mahindra · Equity₹10.37#1041Y+0.52%3Y—5Y—10Y—
- Kotak Nifty Top 10 Equal Weight Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹8.60#1051Y-14.29%3Y—5Y—10Y—
- Kotak Nifty200 Quality 30 ETFKotak Mahindra · Equity₹19.20#1061Y-7.97%3Y—5Y—10Y—
- KOTAK NIFTY 200 QUALITY 30 INDEX FUND - Direct Plan - GROWTHKotak Mahindra · Equity₹9.20#1071Y-8.09%3Y—5Y—10Y—
- Kotak Nifty AAA Bond Financial Services Mar 2028 Index Fund - Direct Plan - GrowthKotak Mahindra · Debt₹10.71#1081Y+5.28%3Y—5Y—10Y—
- Kotak Active Momentum Fund - Direct Plan - Growth OptionKotak Mahindra · Equity₹10.59#1091Y+3.50%3Y—5Y—10Y—
- Kotak Nifty Alpha 50 Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹10.69#1101Y+7.45%3Y—5Y—10Y—
- Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund - Direct Plan - GrowthKotak Mahindra · Debt₹10.66#1111Y+6.21%3Y—5Y—10Y—
- Kotak Nifty 200 Momentum 30 ETFKotak Mahindra · Equity₹29.32#1121Y-7.56%3Y—5Y—10Y—
- Kotak Gold Silver Passive FOF - Direct Plan - GrowthKotak Mahindra · Other₹14.58#1131Y+41.10%3Y—5Y—10Y—
- Kotak Nifty Chemicals ETFKotak Mahindra · Equity₹28.41#1141Y-2.37%3Y—5Y—10Y—
- Kotak Rural Opportunities Fund - Direct Plan - GrowthKotak Mahindra · Equity₹9.12#1151Y—3Y—5Y—10Y—
- Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹10.03#1161Y—3Y—5Y—10Y—
- Kotak Nifty Next 50 ETFKotak Mahindra · Equity₹68.91#1171Y—3Y—5Y—10Y—
- Kotak Nifty200 Value 30 Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹8.92#1181Y—3Y—5Y—10Y—
- Kotak Services Fund - Direct Plan - GrowthKotak Mahindra · Equity₹10.05#1191Y—3Y—5Y—10Y—
- Kotak Multi Factor Passive FOF - Direct Plan - GrowthKotak Mahindra · Other₹10.24#1201Y—3Y—5Y—10Y—
- Kotak Quality Overseas Equity Active FOF - Direct Plan - GrowthKotak Mahindra · Other₹11.80#1211Y—3Y—5Y—10Y—
- Kotak Multi Asset Active FOF - Direct Plan - GrowthKotak Mahindra · Other₹9.86#1221Y—3Y—5Y—10Y—
- Kotak Nifty Alpha Low Volatility 30 Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹9.40#1231Y—3Y—5Y—10Y—
- Kotak Nifty Private Bank ETFKotak Mahindra · Equity₹27.20#1241Y—3Y—5Y—10Y—
- Kotak Nifty Bank Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹9.51#1251Y—3Y—5Y—10Y—
- Kotak Diversified Equity All Cap Omni FOF - Direct Plan - GrowthKotak Mahindra · Other₹9.39#1261Y—3Y—5Y—10Y—
- Kotak Liquid FundKotak Mahindra · Debt₹1,006.36#1271Y—3Y—5Y—10Y—
- Kotak Multi Sector Omni FOF - Direct Plan - GrowthKotak Mahindra · Other₹10.03#1281Y—3Y—5Y—10Y—
- Kotak Nifty Capital Markets Index Fund - Direct Plan - GrowthKotak Mahindra · Equity₹10.23#1291Y—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.