Kotak Mutual Fund was established in the year 1985. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group's flagship company, received a banking license from the Reserve Bank of India (RBI). Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly-owned subsidiary of Kotak Mahindra Bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMMF offers schemes catering to investors with varying risk-return profiles and it also provides gilt plan investing securities.
Kotak Tax Saver, Kotak Select Focus, Kotak Emerging Equity, Kotak 50, Kotak Midcap, Kotak Opportunities, Kotak Classic Equity, Kotak Equity Arbitrage Fund, Kotak Emerging Equity Scheme, Kotak Balance, Kotak Monthly Income Plan, Kotak Bond, Kotak Gold ETF.
More than 20 years of existence with a boundless spectrum of investment product lines allowed Kotak Mahindra Mutual Fund to initiate trust in more than 10 lac investors with different peril. In order to meet the prerequisite of multiple client groups, Kotak Mahindra Mutual Fund has become one of the most widely known mutual fund companies in India. Beside income level criteria, Kotak Mahindra Mutual fund provides high-end schemes and world-class services that suits the financial condition of each and every people. This mutual fund scheme is well known for its best return in the long and short term. It also proffers mutual fund products for returns having a part with the physical gold. It also allows Equity investment option which enables you to get high returns by investing in the leading equities of India. The company provides the best services through a wide network of more than 1700 branches located at all major cities across India.
Kotak Mahindra Mutual Fund started its capital base from Rs 30.88 lakhs. It became an extremely flexible financial services firm in its 20 years of life and now become one of the most reputed banking company.
Kotak Mahindra provides mutual fund and portfolio management under SEBI Mutual Fund Regulations and SEBI Portfolio manager Regulations 1993. Kotak Mahindra also offers pension fund management services through its subservient to the Kotak Mahindra Pension Fund Limited. Generally, it invests in AAA and AA companies and give a high return to the investors. Kotak Mahindra Mutual Fund also provides income tax benefits under section 80C to the investors. At present, the company is offering 261 schemes indulge to various risk craving of the investors.
Under the Indian Trusts Act, 1882, Kotak Mahindra Mutual Fund was founded as a trust. In compliance with the Registration Act of, 1908 the trust deed founded the KMMF and the amendment deed were registered by the office of the Mumbai Sub-Registrar of Assurances. KMMF was licensed on 23rd June 1998 with SEBI via registration number MF/038/98/1.
The former lender Kotak Mahindra Finance Limited (KMFL), was changed to Kotak Mahindra Bank Limited in March 2003, after the Reserve Bank of India issued a banking license. Kotak & Co. Limited is the highly respected trading company in Mumbai. There are more than 95,000 Kotak Bank holders, debenture and fixed deposit. The company and its subordinates provide a wide range of financial services such as mortgages, rent and hire purchase, home loans, personal loans, car finance, debt products, life insurance and more. The first company owned by India to be registered with the Financial Services Authority in UK is Kotak Mahindra Limited, the ultimate branch of Kotak Bank. Kotak Mahindra Capital Company Limited and Kotak Securities Limited are combined enterprises between Kotak Bank and Goldman Sachs, which is one of the world's largest investment banking groups. Kotak Mahindra Limited is the combined venture between Kotak Bank and Ford Motor Company as well as Ford Credit Kotak Mahindra Limited.
In compliance with the trustee deed between the sponsor and the trustee, the Kotak Mahindra Trustee Company Limited is the trustee established by the Companies Act 1956.
Kotak Mahindra Asset Management Company Limited, a company registered under the Companies Act of 1956, was assigned to act as the investment manager of Kotak Mahindra Mutual Fund vide Investment Management Agreement dated on 20th May 1996. It is fully owned affiliate of the sponsor Kotak Bank. As permitted by the regulations, the investment manager is entitled to charge management fees for the services it provides to the fund. An authorization was issued to the company under the SEBI regulations,1993 by the Fund division, SEBI Investment Management Department. The authorization is granted in compliance with the 1996 SEBI (Mutual Fund) regulations.
Kotak Mahindra Equity funds mainly invest in equity and shares. Kotak Mahindra Equity Mutual Funds assign portfolio capital to numerous companies shares/stocks. Over a period of time, this fund gives a high return to the investors. Moreover, the risk in equity mutual funds is higher than other types of funds or schemes.
List of Kotak Equity Funds
Type of Fund- An open-ended equity scheme investing across large cap, mid cap, small cap stocks
Investment Objective- To provide long-term capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors.
Fund Management
Harsha Upadhyaya
Type of Fund- An open-ended equity scheme predominantly investing in mid cap stocks
Investment Objective- To provide long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies
Fund Management
Type of Fund- An open-ended equity scheme investing in both large cap and mid cap stocks
Category- Large & mid cap fund
Investment Objective- To provide 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 Management
Type of Fund- An open-ended equity scheme predominantly investing in large cap stocks
Category- Large cap fund
Investment Objective- To provide capital appreciation from a portfolio of predominantly equity and equity related securities falling under the category of large cap companies.
Fund Management
Type of Fund- An open ended equity scheme investing in maximum 30 stocks in large-cap, mid-cap and small-cap category
Investment Objective- To provide capital appreciation/income by investing in equity & equity related instruments across market capitalization of up to 30 companies.
Fund Management
Shibani Kurian & Mr. Harish Krishnan
Type of Fund- An open-ended equity scheme predominantly investing in small cap stocks
Category- Small cap fund
Investment Objective- To provide capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies.
Fund Management
Type of Fund- An open-ended equity linked saving scheme with a statutory lock in of 3 years and tax benefits
Investment Objective- To provide long-term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as permitted from time to time
Fund Management
Type of Fund- An open-ended equity scheme following a contrarian investment strategy
Investment Strategy- To generate capital appreciation from a diversified portfolio of equity and equity related instruments.
Fund Management
Type of Fund- A 36 months close ended equity scheme investing across large cap, midcap and small cap stocks
Category- Multicap fund
Fund Management
January 24, 2019)
Type of Fund- An open ended equity scheme following infrastructure & Economic Reform theme
Investment Strategy- To provide long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related
securities of companies involved in the economic development of India as a result of potential investments in infrastructure and unfolding economic reforms
Fund Management
Category- A 1099 days close ended equity scheme investing across large cap, midcap and small cap stocks
Scheme Objective- The primary goal of the scheme is to provide capital appreciation from a diversified portfolio of equity & equity related instruments across market capitalisation and sectors.
Fund Management
Category- A 3-year close-ended equity scheme investing across large-cap, midcap and small-cap stocks.
Scheme Objective- The primary goal of the scheme is to provide capital appreciation from a diversified portfolio of equity & equity related instruments across market capitalization and sectors
Fund Management
Type of Scheme- An open-ended scheme investing in arbitrage opportunities
Scheme Objective- To provide capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market and by investing the balance in debt and money market instruments.
Fund Management
Type of Scheme- An open ended dynamic asset allocation fund
Scheme Objective- To provide capital appreciation by investing in a dynamically balanced portfolio of equity & equity related securities and debt & money market securities.
Fund Management
Type of Scheme- An open-ended hybrid scheme investing predominantly in equity and equity-related instruments
Scheme Objective- To achieve growth by investing in equity and equity-related instruments, balanced with income generation by investing in debt and money market instruments.
Fund Management
Type of Scheme- An open-ended scheme investing in equity, arbitrage and debt
Scheme Objective- The investment objective of the scheme is to provide capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.
Fund Management
Harish Krishnan, Mr. Hiten Shah, Mr. Abhishek Bisen, Mr. Arjun Khanna
Scheme Type- An open-ended hybrid scheme investing predominantly in debt instruments
Scheme Objective- To generate returns over a portfolio of debt instruments with moderate exposure in equity and equity related instruments. By investing in debt securities, the scheme will aim to provide regular returns, while enhancement of return is intended through investing in equity and equity related securities. The scheme may also use various derivatives and hedging products from time to time, in the manner permitted by SEBI.
Fund Management
Scheme Type- An open ended debt scheme investing in overnight securities
Scheme Objective- To seek income through investment in debt & money market instruments having maturity of one business day (including CBLO (Tri-Party Repo), Reverse Repo and equivalent)
Fund Management
Type of Scheme- An open-ended liquid scheme
Scheme Objective- To seek reasonable returns and high level of liquidity by investing in debt instruments such as bonds, debentures & Government Securities; and money market instruments such as treasury bills, commercial paper, certificate of deposit, including repos in permitted securities of different maturities, so as to spread the risk across different kinds of issuers in the debt markets.
Fund Management
Type of Scheme- An open-ended debt scheme investing in money market instruments
Investment Objective- To provide returns by investing in money market instruments having maturity up to 1 year.
Fund Management
Type of Scheme- An open-ended ultra-short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 months and 6 months
Investment Objective- To provide returns through investments in debt and money market instruments with a view to reduce the interest rate risk.
Fund Management
Type of Scheme- An open-ended low duration debt scheme investing in instruments
Investment Objective- To provide income through investment primarily in low duration debt & money market securities.
Fund Management
Deepak Agrawal
Type of Scheme- An open ended debt scheme predominantly investing in floating rate instruments.
Investment Objective- To provide income through investment primarily in floating rate debt instruments,fixed rate debt instruments swapped for floating rate returns and money market instruments.
Fund Management
Type of Scheme- An open-ended debt scheme predominantly investing in AA+ and above rated corporate bonds
Investment Objective- To provide income by investing in debt /and money market securities across the yield curve and predominantly in AA+ and above rated corporate securities. The scheme would also seek to maintain reasonable liquidity within the fund.
Fund Management
Type of Scheme- An open-ended debt scheme predominantly investing in debt instruments of banks, public sector undertakings, public financial institutions and municipal bonds.
Investment Objective- To generate income by predominantly investing in debt & money market securities issued by Banks, Public Sector Undertaking (PSUs), Public Financial Institutions (PFI), Municipal Bonds and Reverse repos in such securities, sovereign securities issued by the Central Government & State Governments, and / or any security unconditionally guaranteed by the Govt. of India.
Fund Management
Type of Scheme- An open-ended short term debt scheme investing in instruments such that the macaulay duration of the portfolio is between 1 year and 3 years
Investment Objective- To generate reasonable returns and reasonably high levels of liquidity by investing in debt instruments such as bonds, debentures and Government securities; and money market instruments such as treasury bills, commercial papers, certificates of deposit, including repos in permitted securities of different maturities, so as to spread the risk across different kinds of issuers in the debt markets.
Fund Management
Type of Scheme- An open-ended debt scheme predominantly investing in aa and below rated corporate bonds (excluding AA+ rated corporate bonds)
Investment Objective- The investment objective of the scheme is to provide income by investing in debt /and money market securities across the yield curve and predominantly in AA rated and below corporate securities. The scheme would also seek to maintain reasonable liquidity within the fund.
Fund Management
Type of Fund- An open-ended medium term debt scheme investing in instruments such that the macaulay duration of the portfolio is between 3 years and 4 years
Investment Objective- To provide regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments.
Fund Management
Type of Scheme- An open-ended dynamic debt scheme investing across duration
Investment Objective- To maximise returns through an active management of a portfolio of debt and money market securities.
Fund Management
Type of Scheme- An open-ended medium term debt scheme investing in instruments such that the macaulay duration of the portfolio is between 4 years and 7 years
Investment Objective- To create a portfolio of debt instruments such as bonds, debentures, Government Securities and money market instruments,including repos in permitted securities of different maturities, so as to spread the risk across different kinds of issuers in the debt markets.
Fund Management
Type of Fund- An open-ended debt scheme investing in government securities across the maturity
Investment Objective- To provide risk-free returns through investments in sovereign securities issued by the Central Government and/or State Government
Fund Management
Type of Fund- An open-ended fund of fund scheme investing in specified open-ended equity, and debt schemes of Kotak Mahindra Mutual Fund
Investment Objective- To provide long-term capital appreciation from a portfolio created by investing in specified open-ended equity, and debt of Kotak Mahindra Mutual Fund
Fund Management
Type of Fund- An open-ended fund of funds scheme investing in units of funds that invests predominantly in companies having assets, products or operations in united states
Investment Objective- To generate long term capital appreciation by investing in units of a fund that invests predominantly in equity and equity-related securities of companies having assets, products or operations in the United States
Fund Management
Type of Scheme- An open-ended fund of fund scheme investing in overseas mutual fund schemes investing in global emerging markets
Investment Objective- To generate long-term capital appreciation by investing in an overseas mutual fund scheme that invests in a diversified portfolio of securities as prescribed by SEBI from time to time in global emerging markets.
Fund Management
Type of Fund- An open-ended scheme replicating/ tracking physical gold prices
Investment Objective- To provide returns that are in line with the returns on investment in physical gold, subject to tracking errors
Fund Management
Type of Fund- An open-ended scheme replicating/ tracking nifty 50 index
Investment Objective- To generate returns before expenses that closely correspond to the total returns of the Nifty 50 subject to tracking errors.
Fund Management
Type of Fund- An open-ended scheme replicating/ tracking S&P BSE sensex index
Investment Objective- To generate returns before expenses that closely correspond to the total returns of the BSE SENSEX subject to tracking errors.
Fund Management
Devender Singhal & Mr. Satish Dondapat
Type of Fund- An open-ended scheme replicating/ tracking nifty bank index
Investment Objective- To generate returns before expenses that closely correspond to the total returns of stocks as represented by the Nifty Bank Index subject to tracking errors.
Fund Management
Type of Fund- An open-ended scheme replicating/ tracking nifty PSU bank index
Investment Objective- To generate returns that closely correspond to the total returns of Nifty PSU Bank Index, subject to tracking errors.
Fund Management
This is quite close to your statement of bank account and informs you about your savings bank account. There are two options to get your statement on your mutual fund account. You can directly access a consolidated mutual fund statement from the CAMS website (Computer Age Management Services) if you invest in various AMCs. Or else, you can directly access the MF statement from the website of that specific AMC.
Consolidated Account Statements (CAS)
A consolidated statement of mutual fund accounts ensures an investor can see all of his MF holdings in one document through fund houses. If, whether you have an old investment in a mutual fund through a distributor, or have invested directly in different schemes and finding it difficult to get their information.
These investors will get their consolidated account statements from different websites with all their mutual fund assets at one place-Computer Age Management Services (CAMS) Pvt. Ltd
CAS provides all the specifics of its mutual fund transactions available to an investor. This reveals the MF investments thus far mostly under a single PAN. Investors may gratuitously order a hard copy as well as a soft copy of CAS once a month. The mutual fund statement is an essential document because it contains all the sales, purchases and other financial details in a mutual fund. The statement offers investors a clear insight into how to evaluate the performance of the mutual funds.
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