Top 10 Kotak Mutual Funds Recommended By GetMyIndia Capitals
1-Kotak ELSS Tax Saver Fund
An open-ended equity linked saving scheme with a statuatory lock-in of 3 years and tax benefits
Investment Objective –
Kotak Tax Saver is an open-ended equity linked saving scheme that helps you save tax under Section 80C* under Income Tax Act and aims to generate long term capital appreciation,& equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time.
FUND METRICS-
| NAV | ₹142.2540
As on 30 Sep 2024, |
| Age | January 01, 2013 |
| AUM | ₹ 6,501 Cr.
As on 30 Sep 2024 |
| Exit Load | Nil. |
| Lock-in Period | 0 Years 0 Months |
| Returns | 6 Months: +21.15%
1 Year: +41.70% 3 Years: +80.76% |
2-Kotak Infrastructure and Economic Reform Fund
An open ended equity scheme following infrastructure & Economic Reform them.
Investment Objective –
The investment objective to generate long-term capital appreciation, in Equity and equity related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms
FUND METRICS-
| NAV | ₹ 84.3480
As on 30 Sep 2024 |
Age | January 01, 2013 | AUM | ₹ 2,524 Cr
As on 30 Sep 2024 |
Exit Load | Switch out within 90 days from the date of allotment:1% |
| Lock-in Period | 0 Years 0 Months | Returns | 6 Months: +28.15%
1 Year: +58.83% 3 Years: +134.15 |
3-Kotak Consumption Fund
An open ended equity scheme following Consumption theme.
Investment Objective –
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in consumption and consumption related activities.
FUND METRICS-
| NAV | ₹14.8070
As on 30 Sep 2024 |
Age | November 16, 2023 | AUM | ₹ 1,058 Cr.
As on 30-Sep-2024 |
Exit Load | Exit load of 1%, if redeemed within 30 days. | Lock-in Period | 0 Years 0 Months | Returns | 3 Months: +18.49%
6 Months: +37.47% |
4-Kotak Healthcare Fund
An open ended equity scheme investing in Pharma, Healthcare and allied sectors
Investment Objective –
The investment objective of the scheme is to seek to generate long term capital appreciation through investing in equity and equity related securities of companies benefitting directly or indirectly Pharma, Healthcare, and allied sectors.
FUND METRICS-
| NAV | ₹14.1220
As on 01 Oct 2024 |
Age | December 11, 2023 | AUM | ₹ 401 Cr.
As on 30-Sep-2024 |
Exit Load | Exit load of 1%, if redeemed within 30 days. | Lock-in Period | 0 Years 0 Months | Returns | 3 Months: +20.52%
6 Months: +23.01% |
5-Kotak Banking and Financial Services Fund
An open ended equity scheme investing in the Banking and Financial Services sectors.
Investment Objective –
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services sector ,The Fund follows bottom-up approach of Business, Management and Valuation to identify companies within the banking and financial services sector showing growth at a reasonable price.
FUND METRICS-
| NAV | ₹15.2190
as on 01 Oct 2024 |
Age | February 27, 2023 | AUM | ₹ 997 Cr.
As on 30-Sep-2024 |
Exit Load | Exit Load for units in excess of 10% of the investment,
1% will be charged for redemption within 1 year. |
Lock-in Period | 0 Years 0 Months | Returns | 3 Months: +4.54%
6 Months: +17.71%
1 Year: +29.10% |
6-Kotak Technology Fund
An open ended equity scheme investing in Technology & technology related Sectors
Investment Objective –
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of Technology & technology related sectors.
FUND METRICS-
| NAV | ₹12.7900
As on 01 Oct 2024 |
Age | April 03, 2024 | AUM | ₹ 557 Cr.
As on 30-Sep-2024 |
Exit Load | Exit load of 1%, if redeemed within 30 day | Lock-in Period | 0 Years 0 Months |
| Returns | 3 Months: +16.58%
6 Months: +30.52% |
7-Kotak Manufacture In India Fund
An open ended equity scheme following manufacturing theme.
Investment Objective –
The scheme shall seek to generate capital appreciation by investing in a diversified portfolio of companies that follow the manufacturing theme. However, there can be no assurance that the investment objective of the Scheme will be realized.
FUND METRICS-
| NAV | ₹20.6380
As on 01 Oct 2024 |
Age | February 22, 2022 | AUM | ₹ 2,617 Cr.
As on 30-Sep-2024 |
Exit Load | Exit load for units in excess of 10% of the investment,
1% will be charged for redemption within 365 days |
Lock-in Period | 03 Years | Returns | 3 Months: +4.99%
6 Months: +22.85% 1 Year: +51.09% |
8-Kotak Pioneer Fund
An open ended equity scheme investing in pioneering innovation theme.
Investment Objective –
The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity, equity-related instruments and units of global mutual funds which invest into such companies that utilize new forms of production, technology, distribution or processes which are likely to challenge existing markets or value networks, or displace established market leaders, or bring in novel products and/or business models.
FUND METRICS-
| NAV | ₹34.0300
as on 01 Oct 2024 |
Age | October 31, 2019 | AUM | ₹ 2,800 Cr.
As on 30-Sep-2024 |
Exit Load | Exit load for units in excess of 10% of the investment,
1% will be charged for redemption within 365 days. | Lock-in Period | 0 Years 0 Months | Returns | 6 Months: +23.99%
1 Year: +51.65% 3 Years: +80.33% |
9-Kotak Equity Opportunities Fund
An open-ended equity scheme investing in both large cap and mid cap stocks
Investment Objective –
The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. The Scheme will invest predominantly in a mix of large and mid-cap stocks from various sectors, which look promising, based on the growth pattern in the economy.
FUND METRICS-
| NAV | ₹402.7720
As on 01 Oct 2024 |
Age | September 09, 2004 | AUM | ₹ 26,175 Cr
As on 30-Sep-2024 |
Exit Load | Exit load for units in excess of 10% of the investment,
1% will be charged for redemption within 365 days. |
Lock-in Period | 05 Years | Returns | 6 Months: +22.66%
1 Year: +45.16% 3 Years: +89.18% |
10-Kotak India EQ Contra Fund
An open ended equity Scheme following contrarian investment strategy.
Investment Objective –
The Scheme will invest in stocks of companies, which are fundamentally sound but are undervalued. Undervalued stocks are stocks of those companies whose true long term potential is not yet recognised by the market. At times, the broad market takes time to appreciate the long-term potential of some fundamentally sound companies. Stocks of such companies are traded at prices below their intrinsic value and are regarded as undervalued stocks. We believe that, over a period of time, the price of a stock reflects the intrinsic value of the underlying company. Thus, the moving up of the price of the undervalued stock towards its intrinsic value will help us generate capital appreciation for investors
FUND METRICS-
| NAV | ₹183.8080
As on 01 Oct 2024 |
Age | January 01, 2013 | AUM | ₹ 4,047 Cr.
As on 30-Sep-2024 |
Exit Load | Exit load of 1% if redeemed within 90 days. | Lock-in Period | 05 Years | Returns | 6 Months: +22.42%
1 Year: +54.46% 3 Years: +97.53% |
Documents required to invest in Kotak Mahindra Mutual Fund
The documents for KYC (Know Your Client) include proof of address and proof of identity. Here is a list of officially valid documents (OVD) admissible.
PROOF OF IDENTITY
1. PAN Card (Mandatory)
2. Voter ID Card
3. Driving License
4. Passport
5. Aadhaar Card
6. Any other valid identity card issued by Central or State Government
PROOF OF ADDRESS
1. Voter ID Card
2. Driving License
3. Passport
4. Ration Card
5. Aadhaar Card
6. Bank account statement or bank passbook
7. Utility bills like electricity or gas bills
