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OUR FUNDS
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* Index
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* NFO
* Index
* Equity
* Hybrid
* Debt
* FMP
* ETF
* Tax Saver
* Liquid
* FOF
KOTAK BSE PSU INDEX FUND
Index
NFO Start Date
10 Jul 2024
NFO EndDate
24 Jul 2024
--------------------------------------------------------------------------------
Investment Theme
BSE PSU Index
Very High
Risk Very High Risk
Invest Now
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KOTAK MULTICAP FUND
Equity
Returns in CAGR as of Jul 11, 2024
Returns in CAGR as of Jul 11, 2024
27.26%
Since Inception
--------------------------------------------------------------------------------
Investment Theme
Multicap
Very High
Risk Very High Risk
Invest Now
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KOTAK EQUITY OPPORTUNITIES FUND
Equity
Returns in CAGR as of Jul 11, 2024
Returns in CAGR as of Jul 11, 2024
24.81%
3 Year
--------------------------------------------------------------------------------
Investment Theme
Large & Mid Cap
Very High
Risk Very High Risk
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KOTAK INDIA EQ CONTRA FUND
Equity
Returns in CAGR as of Jul 11, 2024
Returns in CAGR as of Jul 11, 2024
26.91%
3 Year
--------------------------------------------------------------------------------
Investment Theme
Contra
Very High
Risk Very High Risk
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KOTAK BANKING AND FINANCIAL SERVICES FUND
Equity
Returns in CAGR as of Jul 11, 2024
Returns in CAGR as of Jul 11, 2024
31.40%
Since Inception
--------------------------------------------------------------------------------
Investment Theme
BFSI
Very High
Risk Very High Risk
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KOTAK TECHNOLOGY FUND
Equity
Since Kotak Technology Fund has not yet completed 6 Months from Inception, the
performance of the scheme is not disclosed.
--------------------------------------------------------------------------------
Investment Theme
Thematic
Very High
Risk Very High Risk
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KOTAK HEALTHCARE FUND
Equity
Simple Annualized Return as of Jul 11, 2024
Simple Annualized Return as of Jul 11, 2024
16.60%
6 Month
--------------------------------------------------------------------------------
Investment Theme
Healthcare
Very High
Risk Very High Risk
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KOTAK MANUFACTURE IN INDIA FUND
Equity
Returns in CAGR as of Jul 11, 2024
Returns in CAGR as of Jul 11, 2024
33.78%
Since Inception
--------------------------------------------------------------------------------
Investment Theme
Manufacturing
Very High
Risk Very High Risk
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KOTAK MULTI ASSET ALLOCATION FUND
Hybrid
Simple Annualized Return as of Jul 11, 2024
Simple Annualized Return as of Jul 11, 2024
18.15%
6 Month
--------------------------------------------------------------------------------
Investment Theme
Asset Allocation
Very High
Risk Very High Risk
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KOTAK EQUITY SAVINGS FUND
Hybrid
Returns in CAGR as of Jul 11, 2024
Returns in CAGR as of Jul 11, 2024
13.85%
3 Year
--------------------------------------------------------------------------------
Investment Theme
Equity Savings
Moderate High
Risk Moderate High Risk
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CAFÉ KOTAK
* Article
* Video
* Article
* Video
Previous
Opening a SIP Account: A Step-by-Step Guide
22 May 2024
SIP for Education Planning: Securing Your Child’s Future
22 May 2024
Understanding NAV in Mutual Fund Scheme: Why is it Important?
21 May 2024
SIP vs Term Deposit: Selecting the Ideal Investment Option
15 May 2024
How to Invest in Mutual Funds
30 May 2024
Large Cap vs Mid Cap vs Small Cap Mutual Funds: Understanding the Key
Differences
28 May 2024
SIP vs Lump Sum: Making the right choice
24 May 2024
How SIP returns are calculated?
23 May 2024
Opening a SIP Account: A Step-by-Step Guide
22 May 2024
SIP for Education Planning: Securing Your Child’s Future
22 May 2024
Understanding NAV in Mutual Fund Scheme: Why is it Important?
21 May 2024
SIP vs Term Deposit: Selecting the Ideal Investment Option
15 May 2024
How to Invest in Mutual Funds
30 May 2024
Large Cap vs Mid Cap vs Small Cap Mutual Funds: Understanding the Key
Differences
28 May 2024
SIP vs Lump Sum: Making the right choice
24 May 2024
How SIP returns are calculated?
23 May 2024
Opening a SIP Account: A Step-by-Step Guide
22 May 2024
SIP for Education Planning: Securing Your Child’s Future
22 May 2024
Understanding NAV in Mutual Fund Scheme: Why is it Important?
21 May 2024
SIP vs Term Deposit: Selecting the Ideal Investment Option
15 May 2024
Next
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SYSTEMATIC INVESTMENT PLAN (SIP): A SMART ROUTE FOR MUTUAL FUNDS INVESTMENT
Mutual funds have become a cornerstone of modern investment strategies. They
offer a well-diversified and professionally managed portfolio that serves as a
viable platform for generating wealth over the long term. Among the various
investment strategies that an investor can utilize while investing in mutual
funds, the Systematic Investment Plan, or SIP, has emerged as a particularly
compelling approach. By offering an investment avenue that is simple, flexible,
and accessible, SIPs have changed the landscape of mutual fund investing in a
meaningful way.
What is a Systematic Investment Plan (SIP)?
A Systematic Investment Plan, colloquially referred to as SIP, is a method of
investing in mutual funds wherein the investor contributes a fixed amount at
regular intervals. This could be monthly, quarterly, or any other frequency
based on the investors convenience and financial goals. The fixed amount is used
to purchase units of a particular mutual fund scheme on the chosen investment
date, resulting in the investor accumulating units over time. This systematic
approach, from which the plan gets its name, enables the investor to build a
significant corpus over the long term through disciplined and regular
investments.
Advantages of Investing Through SIP
Now that we have a basic understanding of what SIP is let's delve deeper into
the myriad advantages it offers, explaining why investors should consider this
route for their mutual fund investments.
Disciplined Investing: An SIP instils financial discipline in the lives of
investors. It prompts them to set aside a fixed amount regularly towards an
investment, which not only encourages saving but also ensures that the money is
put to work to potentially grow.
Rupee Cost Averaging: One of the most significant advantages of investing
through SIP is the benefit of rupee cost averaging. Since the investment is made
at regular intervals, more units are purchased when the price is low, and fewer
units are bought when the price is high. This approach averages out the cost of
investment over time, reducing the impact of market volatility.
Power of Compounding: The SIP route enables investors to leverage the power of
compounding. Since the investment is made regularly over a long period, the
returns generated are reinvested, which in turn generates more returns. This
cyclic process can result in potential growth, especially over a longer
investment horizon.
Flexibility: SIP offers an immense amount of flexibility to investors. One can
start investing with a small amount and gradually increase it as income grows.
Moreover, SIPs can be started, stopped, or modified at any time without any
substantial penalties, giving investors the freedom to manage their investments
as per their changing financial circumstances.
Less Intimidating for Beginners: Investing in the stock market can be
overwhelming for beginners, given its unpredictable nature. However, the SIP
route provides an easy entry point. Since the investment amount can be as small
as the investor is comfortable with, it offers a less intimidating way for
novice investors to get a taste of mutual fund investing.
Mitigating the Impact of Market Volatility: The very structure of SIP is such
that it reduces the risk associated with timing the market. Because the
investment is spread out over a period, it mitigates the impact of short-term
market fluctuations, making SIPs an ideal investment strategy in volatile
markets.
SIP CALCULATORS
All your goals need a plan, and our SIP calculators can help you plan your
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All your goals need a plan, and our SIP calculators can help you plan your
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FREQUENTLY ASKED QUESTIONS
ABOUT KOTAK MUTUAL FUND?
Kotak Mutual Fund is the wholly-owned subsidiary of Kotak Mahindra Bank Limited.
Kotak Mutual Fund started its operations in December 1998 and is now the 5th
largest AMC based on quarterly Average AUM as of December 2020. To know more
Click here: https://kotakmf.com/aboutus
WHERE ALL KOTAK MUTUAL FUND OFFICES ARE LOCATED?
Kotak Mutual Fund has a wide geographical presence in 82 Cities and has approx.
86 Branches. For all the branch details: Click here:
https://kotakmf.com/Information/contact-us
WHERE IS THE HEAD QUARTER OF KOTAK MUTUAL FUND?
Kotak Mutual Fund Corporate office is at BKC. Here is the complete address.
Kotak Mahindra Asset Management Company 2nd Floor, 12-BKC, Plot No C-12, G
Block, BKC, Bandra (East), Mumbai - 400 051
WHAT ARE THE WORKING HOURS OF KOTAK MUTUAL FUND?
The Working Hour of Kotak Mutual Fund is Monday to Friday 09:30 AM to 06:30 PM.
WHO IS THE CURRENT MD OF KOTAK MUTUAL FUND?
Mr. Nilesh Shah is the Current MD of Kotak Mutual Fund. To know more about Mr.
Nilesh Shah click here: https://kotakmf.com/aboutus
WHICH IS THE LARGEST EQUITY FUND OF KOTAK MUTUAL FUND?
Kotak Flexi Cap Fund is the largest Equity Fund of Kotak Mutual Fund based on
AUM.
WHO IS THE RTA OF KOTAK MUTUAL FUND?
Computer Age Management Services (CAMS) is the RTA of Kotak Mutual Fund.
HOW ARE KOTAK MUTUAL FUND AND KOTAK BANK RELATED?
Kotak Mutual Fund is the wholly-owned subsidiary of Kotak Mahindra Bank Limited.
WHAT IS THE RISK MANAGEMENT PROCESS OF KOTAK MUTUAL FUND?
Kotak Mutual Fund has a robust Risk Management Process. 1) All funds Cap
exposure to equity-related instruments of a company to 10% Assets 2) All
regulatory limits, restrictions, and guidelines wherever applicable are strictly
hard-coded and adhered to. 3) Portfolio optimization meetings help to o...
Read More
WHO IS PART OF THE INVESTMENT COMMITTEE OF KOTAK MUTUAL FUND?
Mr. Nilesh Shah (Group President & Managing Director), Ms. Lakshmi Iyer
(President & Chief Investment Officer (Debt) and Head Products), Mr. Harsha
Upadhyaya (President and Chief Investment Officer Equity), and Anshul Saigal
(Head Portfolio Management) are the part of our Investment Committee.
Mutual FundsAll Mutual FundsEquity FundsHybrid FundsLiquid FundsDebt FundsFOF
FundsIndex FundsETF FundsTax Saver Funds
Planning and SolutionsStart an SIPSIP CalculatorSIP Calculator for Wealth
CreationSIP Calculator for Dream CarSIP Calculator for Child EducationSIP
Calculator for Dream HomeSIP Calculator for Dream HolidayRetirement
CalculatorSIP Top-Up CalculatorSIP Calculator for Cost of DelayTax Saving
Calculator
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Expense RatioForms and DownloadsCorporate DisclosurePrivacy PolicyVoting Policy
Important LinksContact UsAbout UsCareersESG FrameworkZero Balance FolioKotak
PMSKotak Pension FundKotak InternationalSitemapInvestor CharterODR PortalSCORES
PortalStatutory Disclosure
18003091490 / 044-40229101
(Monday to Friday between 9.30am to 6.00 pm & Saturday between 9.30am to
12.30pm)
Write to us
Kotak Mahindra Asset management Company 2nd Floor, 12-BKC, Plot No C-12, G
Block, BKC, Bandra (East), Mumbai - 400 051
© Kotak Mutual Fund.2024
Mutual fund investments are subject to market risks, read all scheme related
documents carefully.
© Kotak Mutual Fund.2024
Mutual fund investments are subject to market risks, read all scheme related
documents carefully.
© Kotak Mutual Fund.2024
Mutual fund investments are subject to market risks, read all scheme related
documents carefully.
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