+91-22-489139092022 ਲਈ 10 ਸਰਬੋਤਮ ਕੋਟਕ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ
ਵਿੱਚ 12 ਸਾਲਾਂ ਤੋਂ ਵੱਧ ਦੀ ਮੌਜੂਦਗੀ ਦੇ ਨਾਲਮਿਉਚੁਅਲ ਫੰਡ ਉਦਯੋਗ,ਮਿਉਚੁਅਲ ਫੰਡ ਬਾਕਸ ਨੇ 10 ਲੱਖ ਤੋਂ ਵੱਧ ਨਿਵੇਸ਼ਕਾਂ ਦਾ ਭਰੋਸਾ ਹਾਸਲ ਕੀਤਾ ਹੈ। ਫੰਡ ਹਾਊਸ ਕਲਾਸ ਦੇ ਉਤਪਾਦਾਂ ਵਿੱਚ ਸਭ ਤੋਂ ਵਧੀਆ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈਨਿਵੇਸ਼ਕ ਜੀਵਨ ਚੱਕਰ. ਉਹ ਆਪਣੇ ਸਾਰੇ ਉਤਪਾਦਾਂ ਵਿੱਚ ਬੈਂਚਮਾਰਕ ਉੱਤੇ ਨਿਰੰਤਰ ਪ੍ਰਦਰਸ਼ਨ ਪ੍ਰਦਾਨ ਕਰਨ ਲਈ ਸਖ਼ਤ ਕੋਸ਼ਿਸ਼ ਕਰਦੇ ਹਨ।
Kotak MF ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਨਿਵੇਸ਼ਕ ਇੱਕ ਵਿਆਪਕ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨਰੇਂਜ ਉਹਨਾਂ ਦੇ ਅਨੁਸਾਰ ਸੰਪੱਤੀ ਸ਼੍ਰੇਣੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਉਤਪਾਦਾਂ ਦਾਜੋਖਮ ਦੀ ਭੁੱਖ ਅਤੇ ਨਿਵੇਸ਼ ਦੀ ਮਿਆਦ।
ਹੇਠਾਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਚੋਟੀ ਦੀਆਂ 10 ਸਰਬੋਤਮ ਕੋਟਕ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਹਨ। ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਕੁਝ ਮਹੱਤਵਪੂਰਨ ਮਾਪਦੰਡਾਂ ਜਿਵੇਂ ਕਿ ਏਯੂਐਮ, ਦੁਆਰਾ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤਾ ਗਿਆ ਹੈ।ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਪੀਅਰ ਔਸਤ ਵਾਪਸੀ, ਆਦਿ।
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ਕੋਟਕ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਕਿਉਂ ਨਿਵੇਸ਼ ਕਰੋ?
ਫੰਡ ਪ੍ਰਬੰਧਨ ਟੀਮ ਹਮੇਸ਼ਾ ਇਹ ਯਕੀਨੀ ਬਣਾਉਂਦੀ ਹੈ ਕਿ ਨਿਵੇਸ਼ਕ ਦਾ ਪੈਸਾ ਸੁਰੱਖਿਅਤ ਹੱਥਾਂ ਵਿੱਚ ਹੈ। ਇਸ ਤੋਂ ਇਲਾਵਾ, ਇਹਨਾਂ ਸਕੀਮਾਂ ਦਾ ਪ੍ਰਬੰਧਨ ਤਜਰਬੇਕਾਰ ਫੰਡ ਮੈਨੇਜਰਾਂ ਅਤੇ ਵਿੱਤ ਪੇਸ਼ੇਵਰਾਂ ਦੁਆਰਾ ਕੀਤਾ ਜਾਂਦਾ ਹੈਬਜ਼ਾਰ.
ਕੰਪਨੀ ਕੋਲ ਵਿਭਿੰਨ ਨਿਵੇਸ਼ ਵਿਕਲਪ ਹਨ ਜੋ ਕਿ ਜੋਖਮ ਸੰਭਾਵੀ 'ਤੇ ਅਧਾਰਤ ਹਨ ਅਤੇਪੂੰਜੀ ਨਿਵੇਸ਼ਕ ਦੀ ਸ਼ਲਾਘਾ.
ਕੰਪਨੀ ਪੇਸ਼ਕਸ਼ ਕਰਦੀ ਹੈਇਕੁਇਟੀ ਫੰਡ ਜੋ ਕਿ ਮਾਰਕੀਟ ਵਿੱਚ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰ ਰਹੇ ਹਨ। ਇਹ ਫੰਡ ਲੰਬੇ ਸਮੇਂ ਦੇ ਦੌਲਤ ਟੀਚਿਆਂ ਨੂੰ ਬਣਾਉਣ ਅਤੇ ਪੂਰਾ ਕਰਨ ਵਿੱਚ ਮਦਦ ਕਰਦੇ ਹਨ।
ਬਕਸੇ ਦੇ ਬਹੁਤ ਸਾਰੇਮਹਿੰਦਰਾ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਦੀ ਰੇਟਿੰਗ ਪੇਸ਼ ਕਰਦੀ ਹੈ
ਏ.ਏਅਤੇਏ.ਏ.ਏਉਹਨਾਂ ਨੂੰ ਨਿਵੇਸ਼ ਦਾ ਇੱਕ ਭਰੋਸੇਮੰਦ ਅਤੇ ਭਰੋਸੇਮੰਦ ਸਰੋਤ ਬਣਾਉਣਾ।
ਸਰਬੋਤਮ ਕੋਟਕ ਮਿਉਚੁਅਲ ਫੰਡ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2024 (%) Kotak Equity Opportunities Fund Growth ₹335.532
↓ -2.08 ₹32,325 5,000 1,000 -3.3 4.8 -0.7 10.9 11.5 17.3 5.6 Kotak Standard Multicap Fund Growth ₹81.153
↓ -0.41 ₹56,392 5,000 500 -4.4 3.6 -3 9.5 8.9 13.1 9.5 Kotak Infrastructure & Economic Reform Fund Growth ₹68.345
↓ -0.23 ₹2,493 5,000 1,000 -1 14.6 6.5 14.1 16.5 10.9 -3.7 Kotak Money Market Scheme Growth ₹4,857.97
↑ 0.11 ₹29,764 5,000 1,000 1.6 3.6 6.4 7.2 6.6 7 7.4 Kotak Asset Allocator Fund - FOF Growth ₹252.889
↓ -4.95 ₹2,645 5,000 1,000 0 5.7 6.3 13.8 13.6 15.7 15.4 Kotak Equity Arbitrage Fund Growth ₹40.1445
↓ -0.12 ₹75,712 5,000 500 1.2 2.6 5.8 6.7 6.3 6.8 6.4 Kotak Low Duration Fund Growth ₹3,579.45
↑ 0.58 ₹12,093 5,000 1,000 1.2 3 5.4 6.6 5.9 7.1 7 Kotak Banking and PSU Debt fund Growth ₹69.4887
↑ 0.02 ₹4,937 5,000 1,000 0.3 2.8 4.9 6.8 6 7.7 Kotak Corporate Bond Fund Standard Growth ₹4,005.05
↑ 1.49 ₹15,095 5,000 1,000 0.4 2.9 4.5 6.9 6 7.6 7.8 Kotak Emerging Equity Scheme Growth ₹138.153
↓ -1.40 ₹71,256 5,000 1,000 -3.4 10.5 2.3 14.7 14.5 14.4 1.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Sep 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Kotak Equity Opportunities Fund Kotak Standard Multicap Fund Kotak Infrastructure & Economic Reform Fund Kotak Money Market Scheme Kotak Asset Allocator Fund - FOF Kotak Equity Arbitrage Fund Kotak Low Duration Fund Kotak Banking and PSU Debt fund Kotak Corporate Bond Fund Standard Kotak Emerging Equity Scheme Point 1 Upper mid AUM (₹32,325 Cr). Upper mid AUM (₹56,392 Cr). Bottom quartile AUM (₹2,493 Cr). Upper mid AUM (₹29,764 Cr). Bottom quartile AUM (₹2,645 Cr). Highest AUM (₹75,712 Cr). Lower mid AUM (₹12,093 Cr). Bottom quartile AUM (₹4,937 Cr). Lower mid AUM (₹15,095 Cr). Top quartile AUM (₹71,256 Cr). Point 2 Established history (22+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (23+ yrs). Established history (22+ yrs). Established history (21+ yrs). Established history (18+ yrs). Oldest track record among peers (27 yrs). Established history (19+ yrs). Established history (19+ yrs). Point 3 Top rated. Rating: 5★ (top quartile). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Low. Risk profile: Moderately High. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately High. Point 5 5Y return: 11.50% (upper mid). 5Y return: 8.87% (upper mid). 5Y return: 16.47% (top quartile). 1Y return: 6.37% (top quartile). 5Y return: 13.62% (upper mid). 5Y return: 6.25% (lower mid). 1Y return: 5.43% (upper mid). 1Y return: 4.90% (lower mid). 1Y return: 4.52% (lower mid). 5Y return: 14.47% (top quartile). Point 6 3Y return: 10.94% (upper mid). 3Y return: 9.46% (upper mid). 3Y return: 14.10% (top quartile). 1M return: 0.51% (top quartile). 3Y return: 13.77% (upper mid). 3Y return: 6.71% (bottom quartile). 1M return: 0.33% (top quartile). 1M return: 0.10% (upper mid). 1M return: 0.04% (upper mid). 3Y return: 14.70% (top quartile). Point 7 1Y return: -0.74% (bottom quartile). 1Y return: -3.05% (bottom quartile). 1Y return: 6.53% (top quartile). Sharpe: 0.92 (top quartile). 1Y return: 6.33% (upper mid). 1Y return: 5.80% (upper mid). Sharpe: 0.04 (lower mid). Sharpe: -0.04 (bottom quartile). Sharpe: -0.17 (bottom quartile). 1Y return: 2.35% (bottom quartile). Point 8 Alpha: -0.43 (bottom quartile). Alpha: -0.77 (bottom quartile). Alpha: 7.51 (top quartile). Information ratio: 0.00 (top quartile). 1M return: -4.07% (lower mid). 1M return: 0.16% (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Alpha: -2.26 (bottom quartile). Point 9 Sharpe: 0.18 (lower mid). Sharpe: 0.02 (bottom quartile). Sharpe: 0.36 (upper mid). Yield to maturity (debt): 6.92% (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Yield to maturity (debt): 7.50% (top quartile). Yield to maturity (debt): 7.37% (upper mid). Yield to maturity (debt): 7.55% (top quartile). Sharpe: 0.36 (upper mid). Point 10 Information ratio: -0.08 (bottom quartile). Information ratio: -0.03 (bottom quartile). Information ratio: -0.05 (bottom quartile). Modified duration: 0.46 yrs (lower mid). Sharpe: 0.55 (upper mid). Sharpe: 0.69 (top quartile). Modified duration: 0.88 yrs (lower mid). Modified duration: 3.27 yrs (bottom quartile). Modified duration: 3.10 yrs (bottom quartile). Information ratio: 0.06 (top quartile). Kotak Equity Opportunities Fund
Kotak Standard Multicap Fund
Kotak Infrastructure & Economic Reform Fund
Kotak Money Market Scheme
Kotak Asset Allocator Fund - FOF
Kotak Equity Arbitrage Fund
Kotak Low Duration Fund
Kotak Banking and PSU Debt fund
Kotak Corporate Bond Fund Standard
Kotak Emerging Equity Scheme
(Erstwhile Kotak Opportunities Scheme) To generate capital appreciation from a diversified portfolio of equity and equity
related securities. However, there is no assurance that the objective of the scheme will be realized. Below is the key information for Kotak Equity Opportunities Fund Returns up to 1 year are on (Erstwhile Kotak Select Focus Fund) The investment objective of the scheme is to generate long term appreciation from the portfolio of equity and equity related sectors, generally focussed on few selected sectors. Research Highlights for Kotak Standard Multicap Fund Below is the key information for Kotak Standard Multicap Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly (at least 65%) 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. Research Highlights for Kotak Infrastructure & Economic Reform Fund Below is the key information for Kotak Infrastructure & Economic Reform Fund Returns up to 1 year are on (Erstwhile Kotak Floater Short Term Fund) To reduce the interest rate risk associated with investments in fixed rate instruments by investing predominantly in floating rate securities, money market instruments and using appropriate derivatives. Research Highlights for Kotak Money Market Scheme Below is the key information for Kotak Money Market Scheme Returns up to 1 year are on The investment objective of the scheme is to generate long-term capital appreciation from a portfolio created by investing in
specified open-ended equity, and debt schemes of Kotak Mahindra Mutual Fund. However, there is no assurance that the investment objective of the Scheme will be realized Research Highlights for Kotak Asset Allocator Fund - FOF Below is the key information for Kotak Asset Allocator Fund - FOF Returns up to 1 year are on The investment objective of the scheme is to generate 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. However, there is no assurance that the objective of the scheme will be realized Research Highlights for Kotak Equity Arbitrage Fund Below is the key information for Kotak Equity Arbitrage Fund Returns up to 1 year are on The primary objective of the Scheme is to generate income through investment
primarily in low duration debt & money market securities. However, there is no
assurance that the objective of the scheme will be realized Research Highlights for Kotak Low Duration Fund Below is the key information for Kotak Low Duration Fund Returns up to 1 year are on To generate income by predominantly investing in debt & money market securities issued by Banks & PSUs and Reverse Repos in such securities, sovereign securities issued by the Central Government and State Governments, and / or any security unconditionally guaranteed by the Govt. of India. Research Highlights for Kotak Banking and PSU Debt fund Below is the key information for Kotak Banking and PSU Debt fund Returns up to 1 year are on The primary objective of the Scheme is to generate income through investment primarily in low duration debt & money market securities. However, there is no
assurance that the objective of the scheme will be realized. Research Highlights for Kotak Corporate Bond Fund Standard Below is the key information for Kotak Corporate Bond Fund Standard Returns up to 1 year are on The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies. Research Highlights for Kotak Emerging Equity Scheme Below is the key information for Kotak Emerging Equity Scheme Returns up to 1 year are on 1. Kotak Equity Opportunities Fund
Kotak Equity Opportunities Fund
Growth Launch Date 9 Sep 04 NAV (29 Sep 26) ₹335.532 ↓ -2.08 (-0.61 %) Net Assets (Cr) ₹32,325 on 31 Aug 26 Category Equity - Large & Mid Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.6 Sharpe Ratio 0.18 Information Ratio -0.08 Alpha Ratio -0.43 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Large & Mid Cap Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,686 31 Aug 23 ₹12,568 31 Aug 24 ₹17,923 31 Aug 25 ₹17,324 31 Aug 26 ₹18,590 Returns for Kotak Equity Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -6% 3 Month -3.3% 6 Month 4.8% 1 Year -0.7% 3 Year 10.9% 5 Year 11.5% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.6% 2023 24.2% 2022 29.3% 2021 7% 2020 30.4% 2019 16.5% 2018 13.2% 2017 -5.6% 2016 34.9% 2015 9.6% Fund Manager information for Kotak Equity Opportunities Fund
Name Since Tenure Harsha Upadhyaya 4 Aug 12 14.08 Yr. Data below for Kotak Equity Opportunities Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 30.62% Industrials 18.58% Health Care 10.62% Basic Materials 10.5% Consumer Cyclical 10.14% Technology 7.09% Energy 4.46% Utility 2.37% Communication Services 2.2% Consumer Defensive 1% Real Estate 0.92% Asset Allocation
Asset Class Value Cash 1.47% Equity 98.53% Debt 0% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK4% ₹1,383 Cr 19,500,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹1,325 Cr 12,500,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL4% ₹1,181 Cr 36,000,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 18 | BEL4% ₹1,160 Cr 28,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK3% ₹1,018 Cr 7,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5322152% ₹806 Cr 6,200,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT2% ₹748 Cr 1,850,000 Ashok Leyland Ltd (Industrials)
Equity, Since 31 Aug 22 | 5004772% ₹738 Cr 42,000,000 Bharat Forge Ltd (Industrials)
Equity, Since 31 Dec 20 | 5004932% ₹716 Cr 3,400,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000342% ₹713 Cr 6,750,000 2. Kotak Standard Multicap Fund
Kotak Standard Multicap Fund
Growth Launch Date 11 Sep 09 NAV (29 Sep 26) ₹81.153 ↓ -0.41 (-0.51 %) Net Assets (Cr) ₹56,392 on 31 Aug 26 Category Equity - Multi Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.47 Sharpe Ratio 0.02 Information Ratio -0.03 Alpha Ratio -0.77 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Multi Cap Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,343 31 Aug 23 ₹11,676 31 Aug 24 ₹15,997 31 Aug 25 ₹15,864 31 Aug 26 ₹16,592 Returns for Kotak Standard Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -5.9% 3 Month -4.4% 6 Month 3.6% 1 Year -3% 3 Year 9.5% 5 Year 8.9% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.5% 2023 16.5% 2022 24.2% 2021 5% 2020 25.4% 2019 11.8% 2018 12.3% 2017 -0.9% 2016 34.3% 2015 9.4% Fund Manager information for Kotak Standard Multicap Fund
Name Since Tenure Harsha Upadhyaya 4 Aug 12 14.08 Yr. Data below for Kotak Standard Multicap Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 31.1% Industrials 19.88% Basic Materials 13.4% Consumer Cyclical 10.14% Health Care 7.77% Energy 4.74% Technology 3.85% Communication Services 3.69% Utility 2.4% Consumer Defensive 1.61% Asset Allocation
Asset Class Value Cash 1.41% Equity 98.59% Debt 0% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK6% ₹3,199 Cr 22,000,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 14 | BEL5% ₹3,046 Cr 73,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK5% ₹2,801 Cr 39,500,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 12 | SBIN4% ₹2,523 Cr 23,800,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | ETERNAL4% ₹2,297 Cr 70,000,000 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 5322864% ₹2,267 Cr 19,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT4% ₹2,103 Cr 5,200,000
↓ -100,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 5322154% ₹2,080 Cr 16,000,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 16 | SOLARINDS4% ₹2,011 Cr 1,000,000 SRF Ltd (Industrials)
Equity, Since 31 Dec 18 | SRF3% ₹1,587 Cr 6,200,000
↓ -50,000 3. Kotak Infrastructure & Economic Reform Fund
Kotak Infrastructure & Economic Reform Fund
Growth Launch Date 25 Feb 08 NAV (29 Sep 26) ₹68.345 ↓ -0.23 (-0.34 %) Net Assets (Cr) ₹2,493 on 31 Aug 26 Category Equity - Sectoral AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio 0.36 Information Ratio -0.05 Alpha Ratio 7.51 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹11,912 31 Aug 23 ₹14,936 31 Aug 24 ₹23,131 31 Aug 25 ₹20,850 31 Aug 26 ₹23,277 Returns for Kotak Infrastructure & Economic Reform Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -3.8% 3 Month -1% 6 Month 14.6% 1 Year 6.5% 3 Year 14.1% 5 Year 16.5% 10 Year 15 Year Since launch 10.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 32.4% 2022 37.3% 2021 15.6% 2020 57.3% 2019 3.4% 2018 3.6% 2017 -19.6% 2016 45.3% 2015 9.2% Fund Manager information for Kotak Infrastructure & Economic Reform Fund
Name Since Tenure Nalin Bhatt 1 Oct 23 2.92 Yr. Data below for Kotak Infrastructure & Economic Reform Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Industrials 47.7% Basic Materials 12.03% Communication Services 11.36% Energy 9.23% Consumer Cyclical 8.53% Technology 3.08% Financial Services 2.97% Real Estate 2.67% Health Care 1.42% Utility 0.83% Asset Allocation
Asset Class Value Cash 0.18% Equity 99.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT9% ₹231 Cr 570,000
↓ -60,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL8% ₹196 Cr 1,080,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE7% ₹184 Cr 1,440,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS4% ₹109 Cr 54,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL4% ₹88 Cr 630,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jul 25 | 5348164% ₹87 Cr 2,250,000 Engineers India Ltd (Industrials)
Equity, Since 30 Apr 25 | 5321783% ₹73 Cr 2,800,000
↑ 1,000,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | 5325383% ₹69 Cr 60,000 Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Oct 16 | 5002333% ₹67 Cr 540,000
↑ 180,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Sep 21 | INDIGO2% ₹57 Cr 108,000 4. Kotak Money Market Scheme
Kotak Money Market Scheme
Growth Launch Date 14 Jul 03 NAV (29 Sep 26) ₹4,857.97 ↑ 0.11 (0.00 %) Net Assets (Cr) ₹29,764 on 31 Aug 26 Category Debt - Money Market AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Low Expense Ratio 0.36 Sharpe Ratio 0.92 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 6.92% Effective Maturity 5 Months 16 Days Modified Duration 5 Months 16 Days Sub Cat. Money Market Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,402 31 Aug 23 ₹11,129 31 Aug 24 ₹11,967 31 Aug 25 ₹12,906 31 Aug 26 ₹13,730 Returns for Kotak Money Market Scheme
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month 0.5% 3 Month 1.6% 6 Month 3.6% 1 Year 6.4% 3 Year 7.2% 5 Year 6.6% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.4% 2023 7.7% 2022 7.3% 2021 4.9% 2020 3.7% 2019 5.7% 2018 8% 2017 7.7% 2016 6.7% 2015 7.7% Fund Manager information for Kotak Money Market Scheme
Name Since Tenure Deepak Agrawal 7 Aug 26 0.07 Yr. Manu Sharma 7 Aug 26 0.07 Yr. Data below for Kotak Money Market Scheme as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 78.95% Debt 20.73% Other 0.32% Debt Sector Allocation
Sector Value Corporate 46.47% Cash Equivalent 28.22% Government 24.99% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity India (Republic of)
- | -4% ₹1,224 Cr 125,000,000 India (Republic of)
- | -3% ₹855 Cr 87,484,400 Indusind Bank Ltd.
Debentures | -2% ₹731 Cr 75,000 India (Republic of)
- | -2% ₹491 Cr 50,000,000 Punjab National Bank
Debentures | -2% ₹488 Cr 50,000 Federal Bank Ltd.
Debentures | -1% ₹366 Cr 37,500 India (Republic of)
- | -1% ₹338 Cr 34,500,000 Small Industries Development Bank of India
Debentures | -1% ₹280 Cr 30,000 India (Republic of)
- | -1% ₹247 Cr 25,000,000
↑ 25,000,000 Karur Vysya Bank Ltd.
Debentures | -1% ₹243 Cr 25,000 5. Kotak Asset Allocator Fund - FOF
Kotak Asset Allocator Fund - FOF
Growth Launch Date 9 Aug 04 NAV (28 Sep 26) ₹252.889 ↓ -4.95 (-1.92 %) Net Assets (Cr) ₹2,645 on 31 Aug 26 Category Others - Fund of Fund AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1 Sharpe Ratio 0.55 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Sub Cat. Fund of Fund Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,789 31 Aug 23 ₹12,924 31 Aug 24 ₹16,928 31 Aug 25 ₹17,705 31 Aug 26 ₹19,948 Returns for Kotak Asset Allocator Fund - FOF
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -4.1% 3 Month 0% 6 Month 5.7% 1 Year 6.3% 3 Year 13.8% 5 Year 13.6% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.4% 2023 19% 2022 23.4% 2021 11.3% 2020 25% 2019 25% 2018 10.3% 2017 4.4% 2016 13.7% 2015 8.8% Fund Manager information for Kotak Asset Allocator Fund - FOF
Name Since Tenure Abhishek Bisen 15 Nov 21 4.8 Yr. Devender Singhal 9 May 19 7.32 Yr. Data below for Kotak Asset Allocator Fund - FOF as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 7.2% Equity 63.62% Debt 10.43% Other 18.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kotak Nifty PSU Bank ETF
- | -11% ₹298 Cr 34,970,000
↑ 8,000,000 Kotak Silver ETF
- | -10% ₹275 Cr 121,598,737
↑ 10,000,000 Kotak Infra & Econ Reform Dir Gr
Investment Fund | -9% ₹242 Cr 28,411,378 Kotak Gold ETF
- | -9% ₹226 Cr 17,547,481
↑ 4,000,000 Kotak Consumption Dir Gr
Investment Fund | -8% ₹217 Cr 146,659,548 Kotak Manufacture in India Dir Gr
Investment Fund | -8% ₹210 Cr 86,883,716 Kotak Special Opportunities Dir Gr
Investment Fund | -6% ₹160 Cr 137,134,563
↑ 137,134,563 Kotak Active Momentum Direct Gr
Investment Fund | -6% ₹156 Cr 137,321,473 Kotak Gilt Inv Growth - Direct
Investment Fund | -5% ₹141 Cr 12,634,309 Kotak Bond Dir Gr
Investment Fund | -5% ₹140 Cr 15,366,504
↑ 2,497,318 6. Kotak Equity Arbitrage Fund
Kotak Equity Arbitrage Fund
Growth Launch Date 29 Sep 05 NAV (29 Sep 26) ₹40.1445 ↓ -0.12 (-0.30 %) Net Assets (Cr) ₹75,712 on 31 Aug 26 Category Hybrid - Arbitrage AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.97 Sharpe Ratio 0.69 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-30 Days (0.25%),30 Days and above(NIL) Sub Cat. Arbitrage Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,363 31 Aug 23 ₹11,078 31 Aug 24 ₹11,947 31 Aug 25 ₹12,765 31 Aug 26 ₹13,544 Returns for Kotak Equity Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month 0.2% 3 Month 1.2% 6 Month 2.6% 1 Year 5.8% 3 Year 6.7% 5 Year 6.3% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.4% 2023 7.8% 2022 7.4% 2021 4.5% 2020 4% 2019 4.3% 2018 6.1% 2017 6.3% 2016 5.8% 2015 6.7% Fund Manager information for Kotak Equity Arbitrage Fund
Name Since Tenure Hiten Shah 3 Oct 19 6.92 Yr. Data below for Kotak Equity Arbitrage Fund as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 92.35% Debt 7.87% Other 0.06% Equity Sector Allocation
Sector Value Health Care 0.03% Technology 0.01% Real Estate 0.01% Financial Services 0% Debt Sector Allocation
Sector Value Cash Equivalent 80.54% Corporate 14.54% Government 5.14% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kotak Money Market Dir Gr
Investment Fund | -10% ₹7,326 Cr 14,979,603 Kotak Ultra Short Term Dir Gr
Investment Fund | -5% ₹3,433 Cr 709,655,522 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 5322154% ₹2,658 Cr 20,447,500
↑ 3,931,250 Axis Bank Ltd.-SEP2026
Derivatives | -3% -₹2,599 Cr 20,446,250
↑ 20,446,250 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK3% ₹2,158 Cr 30,438,850
↑ 9,794,200 HDFC Bank Ltd.-SEP2026
Derivatives | -3% -₹2,109 Cr 29,482,050
↑ 23,759,450 Kotak Ultra Shrt to S/T Dir Gr
Investment Fund | -3% ₹2,097 Cr 5,338,100 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 19 | ICICIBANK2% ₹1,872 Cr 12,877,200
↑ 5,058,200 ICICI Bank Ltd.-SEP2026
Derivatives | -2% -₹1,840 Cr 12,642,700
↑ 11,951,100 Reliance Industries Ltd (Energy)
Equity, Since 31 May 18 | RELIANCE2% ₹1,508 Cr 11,806,500
↓ -420,000 7. Kotak Low Duration Fund
Kotak Low Duration Fund
Growth Launch Date 6 Mar 08 NAV (29 Sep 26) ₹3,579.45 ↑ 0.58 (0.02 %) Net Assets (Cr) ₹12,093 on 31 Aug 26 Category Debt - Low Duration AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.17 Sharpe Ratio 0.04 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.5% Effective Maturity 1 Year 14 Days Modified Duration 10 Months 17 Days Sub Cat. Low Duration Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,298 31 Aug 23 ₹10,965 31 Aug 24 ₹11,724 31 Aug 25 ₹12,606 31 Aug 26 ₹13,315 Returns for Kotak Low Duration Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month 0.3% 3 Month 1.2% 6 Month 3% 1 Year 5.4% 3 Year 6.6% 5 Year 5.9% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 7% 2023 7.3% 2022 6.7% 2021 3.9% 2020 3.5% 2019 7.9% 2018 8.3% 2017 7.3% 2016 7.1% 2015 8.9% Fund Manager information for Kotak Low Duration Fund
Name Since Tenure Deepak Agrawal 31 Jan 15 11.59 Yr. Dharmesh Thakkar 24 Oct 25 0.85 Yr. Data below for Kotak Low Duration Fund as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 27.44% Debt 72.18% Other 0.38% Debt Sector Allocation
Sector Value Corporate 71.08% Government 19.47% Cash Equivalent 9.08% Credit Quality
Rating Value AA 14.94% AAA 85.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.15% Karnataka Sgs 2031
Sovereign Bonds | -4% ₹495 Cr 50,000,000 National Bank For Agriculture And Rural Development
Debentures | -4% ₹476 Cr 47,500 Jtpm Metal TRaders Limited
Debentures | -4% ₹431 Cr 40,000 Bajaj Housing Finance Limited
Debentures | -3% ₹399 Cr 40,000 Bajaj Housing Finance Limited
Debentures | -2% ₹256 Cr 26,000 Rec Limited
Debentures | -2% ₹248 Cr 25,000 RADHAKRISHNA SECURITISATION TRUST
Unlisted bonds | -2% ₹203 Cr 210 Vedanta Limited
Debentures | -2% ₹201 Cr 20,000 Bharti Telecom Limited
Debentures | -2% ₹200 Cr 20,000 Tata Capital Limited
Debentures | -2% ₹200 Cr 2,000 8. Kotak Banking and PSU Debt fund
Kotak Banking and PSU Debt fund
Growth Launch Date 29 Dec 98 NAV (29 Sep 26) ₹69.4887 ↑ 0.02 (0.02 %) Net Assets (Cr) ₹4,937 on 31 Aug 26 Category Debt - Banking & PSU Debt AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.76 Sharpe Ratio -0.05 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.37% Effective Maturity 4 Years 10 Months 28 Days Modified Duration 3 Years 3 Months 7 Days Sub Cat. Banking & PSU Debt Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,308 31 Aug 23 ₹10,978 31 Aug 24 ₹11,822 31 Aug 25 ₹12,745 31 Aug 26 ₹13,441 Returns for Kotak Banking and PSU Debt fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month 0.1% 3 Month 0.3% 6 Month 2.8% 1 Year 4.9% 3 Year 6.8% 5 Year 6% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 7.7% 2023 8% 2022 6.8% 2021 3.6% 2020 3.9% 2019 10.5% 2018 10.8% 2017 6.7% 2016 6.2% 2015 10% Fund Manager information for Kotak Banking and PSU Debt fund
Name Since Tenure Deepak Agrawal 1 Aug 08 18.1 Yr. Dharmesh Thakkar 1 Jun 25 1.25 Yr. Data below for Kotak Banking and PSU Debt fund as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 17.67% Debt 81.94% Other 0.39% Debt Sector Allocation
Sector Value Corporate 57.01% Government 32.57% Cash Equivalent 10.04% Credit Quality
Rating Value AA 3.17% AAA 96.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Power Finance Corporation Limited
Debentures | -7% ₹329 Cr 33,000 National Bank For Financing Infrastructure And Development
Debentures | -4% ₹198 Cr 20,000 Power Grid Corporation Of India Limited
Debentures | -3% ₹160 Cr 20,004 HDFC Bank Limited
Debentures | -3% ₹152 Cr 1,500 State Bank Of India
Debentures | -3% ₹141 Cr 1,450 Indian Oil Corporation Limited
Debentures | -3% ₹140 Cr 14,000 Rural Electrification Corporation Limited
Debentures | -3% ₹130 Cr 13,000 Small Industries Development Bank Of India
Debentures | -3% ₹125 Cr 12,500 National Bank For Agriculture And Rural Development
Debentures | -3% ₹125 Cr 12,500 Small Industries Development Bank Of India
Debentures | -3% ₹124 Cr 12,500 9. Kotak Corporate Bond Fund Standard
Kotak Corporate Bond Fund Standard
Growth Launch Date 21 Sep 07 NAV (29 Sep 26) ₹4,005.05 ↑ 1.49 (0.04 %) Net Assets (Cr) ₹15,095 on 31 Aug 26 Category Debt - Corporate Bond AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.67 Sharpe Ratio -0.17 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.55% Effective Maturity 5 Years 5 Months 19 Days Modified Duration 3 Years 1 Month 6 Days Sub Cat. Corporate Bond Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹10,295 31 Aug 23 ₹10,964 31 Aug 24 ₹11,817 31 Aug 25 ₹12,788 31 Aug 26 ₹13,453 Returns for Kotak Corporate Bond Fund Standard
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month 0% 3 Month 0.4% 6 Month 2.9% 1 Year 4.5% 3 Year 6.9% 5 Year 6% 10 Year 15 Year Since launch 7.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.8% 2023 8.3% 2022 6.9% 2021 3.7% 2020 3.8% 2019 9.7% 2018 9.6% 2017 7.5% 2016 6.9% 2015 9.4% Fund Manager information for Kotak Corporate Bond Fund Standard
Name Since Tenure Deepak Agrawal 7 Aug 26 0.07 Yr. Manu Sharma 7 Aug 26 0.07 Yr. Data below for Kotak Corporate Bond Fund Standard as on 31 Aug 26
Asset Allocation
Asset Class Value Cash 6.19% Debt 93.45% Other 0.37% Debt Sector Allocation
Sector Value Corporate 72.19% Government 22.57% Cash Equivalent 4.87% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity National Bank For Agriculture And Rural Development
Debentures | -4% ₹523 Cr 52,500 National Bank For Agriculture And Rural Development
Debentures | -3% ₹499 Cr 50,000 Small Industries Development Bank Of India
Debentures | -3% ₹471 Cr 47,500 Bajaj Finance Limited
Debentures | -3% ₹435 Cr 43,500 Power Finance Corporation Limited
Debentures | -3% ₹392 Cr 40,000 6.9% Govt Stock 2065
Sovereign Bonds | -3% ₹384 Cr 42,800,000
↓ -5,500,000 Karnataka (Government of) 0.0756%
- | -2% ₹352 Cr 35,700,000
↓ -10,000,000 Mahindra And Mahindra Financial Services Limited
Debentures | -2% ₹300 Cr 30,000 Knowledge Realty TRust
Debentures | -2% ₹297 Cr 30,000 Larsen And Toubro Limited
Debentures | -2% ₹273 Cr 2,700 10. Kotak Emerging Equity Scheme
Kotak Emerging Equity Scheme
Growth Launch Date 30 Mar 07 NAV (29 Sep 26) ₹138.153 ↓ -1.40 (-1.00 %) Net Assets (Cr) ₹71,256 on 31 Aug 26 Category Equity - Mid Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio 0.36 Information Ratio 0.06 Alpha Ratio -2.26 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-2 Years (1%),2 Years and above(NIL) Sub Cat. Mid Cap Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹11,123 31 Aug 23 ₹13,135 31 Aug 24 ₹19,461 31 Aug 25 ₹19,453 31 Aug 26 ₹21,609 Returns for Kotak Emerging Equity Scheme
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26 Duration Returns 1 Month -6.9% 3 Month -3.4% 6 Month 10.5% 1 Year 2.3% 3 Year 14.7% 5 Year 14.5% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 1.8% 2023 33.6% 2022 31.5% 2021 5.1% 2020 47.3% 2019 21.9% 2018 8.9% 2017 -11.7% 2016 43% 2015 10.4% Fund Manager information for Kotak Emerging Equity Scheme
Name Since Tenure Atul Bhole 22 Jan 24 2.61 Yr. Data below for Kotak Emerging Equity Scheme as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 27.02% Health Care 17.5% Consumer Cyclical 14.05% Industrials 12.92% Basic Materials 9.68% Technology 9.3% Real Estate 2.09% Communication Services 2.03% Consumer Defensive 1.22% Energy 1.19% Asset Allocation
Asset Class Value Cash 3.02% Equity 96.98% Debt 0% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5328434% ₹2,548 Cr 28,097,817 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 5244943% ₹2,439 Cr 12,348,047 Vishal Mega Mart Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | VMM3% ₹2,218 Cr 200,510,745
↑ 2,500,000 KEI Industries Ltd (Industrials)
Equity, Since 31 Oct 24 | KEI3% ₹2,103 Cr 3,664,181
↑ 236,600 L&T Finance Ltd (Financial Services)
Equity, Since 31 Aug 25 | LTF3% ₹2,036 Cr 63,412,119
↑ 72,530 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | FEDERALBNK3% ₹1,964 Cr 55,056,066 Mphasis Ltd (Technology)
Equity, Since 31 Jan 24 | 5262993% ₹1,927 Cr 7,939,467 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Nov 24 | 5222752% ₹1,726 Cr 3,882,119 Indian Bank (Financial Services)
Equity, Since 30 Jun 25 | 5328142% ₹1,666 Cr 18,538,497 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS2% ₹1,636 Cr 813,415
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Research Highlights for Kotak Equity Opportunities Fund