Kotak Mahindra Mutual Fund – Complete Investor Services

• Sushil Bajaj |
• 3 September 2025 |

📅 Last Updated on: September 3, 2025

About Kotak Mutual Fund

Kotak Mahindra Mutual Fund draws upon more than 25 years of fund management expertise, having been established in 1998. Since its inception, it has grown steadily and currently manages an AUM of over ₹5.57 lakh crore (as of June 2025) across a diverse range of equity, debt, hybrid, passive, and solution-oriented schemes

Funds Information

Equity Funds

Scheme Name	Category / Theme
Kotak Multicap Fund	Multicap
Kotak Large & Midcap Fund	Large & Mid Cap
Kotak Large Cap Fund	Large Cap
Kotak Consumption Fund	Thematic
Kotak Business Cycle Fund	Thematic
Kotak Quant Fund	Thematic
Kotak ESG Exclusionary Strategy Fund	ESG
Kotak Technology Fund	Thematic
Kotak Active Momentum Fund	Thematic
Kotak Emerging Equity Scheme (Emerging Equity)	Mid/Small Cap
Kotak Bluechip Fund	Large Cap
Kotak India EQ Contra Fund	Contra Style
Kotak ELSS Tax Saver Fund	ELSS (Tax-Saver)
Kotak Infrastructure & Economic Reform Fund	Thematic
Kotak Healthcare Fund	Thematic
Kotak Manufacturing (Manufacture in India) Fund	Thematic
Kotak MNC Fund	Thematic
Kotak Banking & Financial Services Fund	Sectoral (BFSI)
Kotak Standard Multicap Fund	Multicap (formerly Select Focus)
Kotak Emerging Equity Fund	Mid/Small Cap
Kotak Small Cap Fund	Small Cap

Hybrid Funds

Scheme Name	Category / Theme
Kotak Multi Asset Allocation Fund	Asset Allocation (FoF)
Kotak Equity Savings Fund	Equity Savings
Kotak Balanced Advantage Fund	Dynamic Asset Allocation
Kotak Debt Hybrid Fund	Debt Hybrid
Kotak Arbitrage Fund	Arbitrage
Kotak Aggressive Hybrid Fund	Aggressive Hybrid
Kotak Equity Hybrid Fund	Equity Hybrid (Equity + Debt)

Transaction Forms Section

A. Purchase & Investment

• Additional Purchase Form
• SIP Registration Form (Systematic Investment Plan)
• STP Registration Form (Systematic Transfer Plan)
• SWP Registration Form (Systematic Withdrawal Plan)

B. Redemption & Switch

• Redemption Form
• Switch Request Form

C. Non-Commercial Transactions (NCTs)

• Change of Bank Mandate
• Change of Address / Contact Details
• Nomination Form / Change of Nominee
• Transmission Request (in case of death of holder)
• FATCA/CRS Declaration online
• KYC Update Form

Contact Information

📞 Phone: +91 9315120004
📧 Email: sushilbajaj23@sushilbajaj

💡 Interested in more options?

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.