Kotak Mahindra Mutual Fund

As of 31 Jul 2025, fund size of Kotak Large & Midcap Fund is 22,852.62 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 18.69% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

Kotak Large & Midcap Fund has given 19.43% annualized return for the last 3 years. The funds SIP returns during the same period is 17.56%

Kotak Large & Midcap Fund has 5 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Kotak Aggressive Hybrid Fund is 6,324.1 Cr.

The average category Returns for Aggressive funds under Hybrid class are 14.35% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Kotak Aggressive Hybrid Fund has given 15.43% annualized return for the last 3 years. The funds SIP returns during the same period is 15.39%

Kotak Aggressive Hybrid Fund has 5 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Kotak Large Cap Fund is 8,717.81 Cr.

The average category Returns for Large Cap funds under Equity class are 15.06% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

Kotak Large Cap Fund has given 15.23% annualized return for the last 3 years. The funds SIP returns during the same period is 14.86%

Kotak Large Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Kotak Balanced Advantage Fund is 15,812.67 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 12.06% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Kotak Balanced Advantage Fund has given 11.73% annualized return for the last 3 years. The funds SIP returns during the same period is 11.42%

Kotak Balanced Advantage Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Kotak Midcap Fund is 43,941.48 Cr.

The average category Returns for Mid Cap funds under Equity class are 21.62% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

Kotak Midcap Fund has given 22.49% annualized return for the last 3 years. The funds SIP returns during the same period is 23.12%

Kotak Midcap Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Kotak Focused Equity Fund is 3,135.9 Cr.

The average category Returns for Focused funds under Equity class are 16.54% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

Kotak Focused Equity Fund has given 16.31% annualized return for the last 3 years. The funds SIP returns during the same period is 16.56%

Kotak Focused Equity Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Kotak Small Cap Fund is 14,407.09 Cr.

The average category Returns for Small cap funds under Equity class are 20.80% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

Kotak Small Cap Fund has given 17.01% annualized return for the last 3 years. The funds SIP returns during the same period is 15.43%

Kotak Small Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Kotak Flexi Cap Fund is 45,433.37 Cr.

The average category Returns for Flexi Cap funds under Equity class are 17.57% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

Kotak Flexi Cap Fund has given 17.06% annualized return for the last 3 years. The funds SIP returns during the same period is 16.35%

Kotak Flexi Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Kotak Multicap Fund is 8,932.31 Cr.

The average category Returns for Flexi Cap funds under Equity class are 17.57% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

Kotak Multicap Fund has given 23.82% annualized return for the last 3 years. The funds SIP returns during the same period is 20.72%

At present Kotak Multicap Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of Kotak Infrastructure & Economic Reform Fund is 1,891.24 Cr.

The average category Returns for Sectoral funds under Equity class are 16.90% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Kotak Infrastructure & Economic Reform Fund has given 22.83% annualized return for the last 3 years. The funds SIP returns during the same period is 18.36%

At present Kotak Infrastructure & Economic Reform Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of Kotak Large & Midcap Fund is 22,852.62 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 18.69% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

Kotak Large & Midcap Fund has given 19.43% annualized return for the last 3 years. The funds SIP returns during the same period is 17.56%

Kotak Large & Midcap Fund has 5 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Kotak Aggressive Hybrid Fund is 6,324.1 Cr.

The average category Returns for Aggressive funds under Hybrid class are 14.35% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Kotak Aggressive Hybrid Fund has given 15.43% annualized return for the last 3 years. The funds SIP returns during the same period is 15.39%

Kotak Aggressive Hybrid Fund has 5 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Kotak Large Cap Fund is 8,717.81 Cr.

The average category Returns for Large Cap funds under Equity class are 15.06% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

Kotak Large Cap Fund has given 15.23% annualized return for the last 3 years. The funds SIP returns during the same period is 14.86%

Kotak Large Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Kotak Balanced Advantage Fund is 15,812.67 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 12.06% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Kotak Balanced Advantage Fund has given 11.73% annualized return for the last 3 years. The funds SIP returns during the same period is 11.42%

Kotak Balanced Advantage Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Kotak Midcap Fund is 43,941.48 Cr.

The average category Returns for Mid Cap funds under Equity class are 21.62% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

Kotak Midcap Fund has given 22.49% annualized return for the last 3 years. The funds SIP returns during the same period is 23.12%

Kotak Midcap Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Kotak Focused Equity Fund is 3,135.9 Cr.

The average category Returns for Focused funds under Equity class are 16.54% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

Kotak Focused Equity Fund has given 16.31% annualized return for the last 3 years. The funds SIP returns during the same period is 16.56%

Kotak Focused Equity Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Kotak Small Cap Fund is 14,407.09 Cr.

The average category Returns for Small cap funds under Equity class are 20.80% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

Kotak Small Cap Fund has given 17.01% annualized return for the last 3 years. The funds SIP returns during the same period is 15.43%

Kotak Small Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Kotak Flexi Cap Fund is 45,433.37 Cr.

The average category Returns for Flexi Cap funds under Equity class are 17.57% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

Kotak Flexi Cap Fund has given 17.06% annualized return for the last 3 years. The funds SIP returns during the same period is 16.35%

Kotak Flexi Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of Kotak Multicap Fund is 8,932.31 Cr.

The average category Returns for Flexi Cap funds under Equity class are 17.57% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

Kotak Multicap Fund has given 23.82% annualized return for the last 3 years. The funds SIP returns during the same period is 20.72%

At present Kotak Multicap Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of Kotak Infrastructure & Economic Reform Fund is 1,891.24 Cr.

The average category Returns for Sectoral funds under Equity class are 16.90% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Kotak Infrastructure & Economic Reform Fund has given 22.83% annualized return for the last 3 years. The funds SIP returns during the same period is 18.36%

At present Kotak Infrastructure & Economic Reform Fund has not been rated by us.

Not Rated