Kotak Mahindra Mutual Fund’s Top 5 Funds: Infrastructure and Economic Reform Fund Soars with 39.2% CAGR

Operating as an investment management company, Kotak Mahindra Mutual Fund Asset Management Company Limited offers portfolio management and advisory services to several private funds, individuals, trusts, institutions and investment companies. Kotak Mahindra Mutual Fund AMC is a public company that services clients globally. It was started on August 2, 1994. It is listed as a non-governmental enterprise in the Mumbai corporate registry.

Here are the top 5 funds of Kotak Mahindra Mutual Fund

Fund Name	Fund Size(in Cr)	3Y Returns (CAGR)
Kotak Infrastructure and Economic Reform Fund Direct Growth	1,989	39.2%
Kotak Emerging Equity Fund Direct Growth	45,017	27.2%
Kotak Equity Savings Fund Direct Growth	5,605	13.7%
Kotak Debt Hybrid Fund Direct Growth	2,477	12.4%
Kotak India EQ Contra Fund Direct-Growth	3,136	26.9%

1. Kotak Infrastructure and Economic Reform Fund Direct Growth

Kotak Mahindra Mutual Fund offers an equity mutual fund scheme named Kotak Infrastructure and Economic Reform Fund Direct-Growth. Fund manager Nalin Rasik Bhatt is now in charge of the scheme. As of July 7, 2024, its AUM is ₹1,989.53 Crores, while its most recent NAV is declared at ₹84.116.

For this scheme, the minimum SIP amount to invest is ₹100.

2. Kotak Emerging Equity Fund Direct Growth

Kotak Emerging Equity Fund Direct-Growth is an equity mutual fund scheme offered by Kotak Mahindra Mutual Fund. Presently managed by fund manager Atul Bhole, this scheme was introduced on an Invalid date. The current NAV declared as of July 07, 2024, is ₹149.341 and it has an AUM of ₹45,017.71 Crores.

For this scheme, the minimum SIP amount to invest is ₹100.

3. Kotak Equity Savings Fund Direct Growth

During the last three and five years, the fund’s annualized returns have been around 13.55% and 12.5%. The Kotak Equity Savings Fund is under the Hybrid category of Kotak Mahindra Mutual Funds. As of July 7, 2024, its AUM is ₹5,605 crores.

For this scheme, the minimum SIP amount to invest is ₹100.

4. Kotak Debt Hybrid Fund Direct Growth

The fund’s annualized returns over the last three and five years have been around 12.32% and 13.08%, respectively. The Kotak Debt Hybrid Fund is under the Hybrid category of Kotak Mahindra Mutual Funds. As of July 7, 2024, its AUM is ₹2,477 crores.

For this scheme, the minimum SIP amount to invest is ₹100.

5. Kotak India EQ Contra Fund Direct-Growth

Kotak Mahindra Mutual Fund offers an equity mutual fund plan named Kotak India EQ Contra Fund Direct-Growth. This scheme was launched on an invalid date and is being managed by Shibani Sircar Kurian. It has an AUM of ₹3,136.40 Crores and the current NAV is ₹173.431 as of 07 Jul 2024.

For this scheme, the minimum SIP amount to invest is ₹100.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.