Mutual Funds
Whether you want to create wealth or preserve it, whether you’re looking
at the capital appreciation or your long-term goals, you’ll find all the right
answers with our recommended mutual funds.

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Whether you want to create wealth or preserve it, whether you’re looking
at the capital appreciation or your long-term goals, you’ll find all the right
answers with our recommended mutual funds.
Link for all factsheets from AMCs
Fund Name | Fact Sheet | Scheme Information Document | Addendum |
---|---|---|---|
Aditya Birla Sun Life Mutual Fund | Fact Sheet | SID | Addendum |
Axis Mutual Fund | Fact Sheet | SID | Addendum |
BOI AXA Mutual Fund | Fact Sheet | SID | Addendum |
Canara Robeco Mutual Fund | Fact Sheet | SID | Addendum |
DSP Mutual Fund | Fact Sheet | SID | Addendum |
Edelweiss Mutual Fund | Fact Sheet | SID | Addendum |
Franklin Templeton Mutual Fund | Fact Sheet | SID | Addendum |
HSBC Mutual Fund | Fact Sheet | SID | Addendum |
ICICI Prudential Mutual Fund | Fact Sheet | SID | Addendum |
IDBI Mutual Fund | Fact Sheet | SID | Addendum |
IDFC Mutual Fund | Fact Sheet | SID | Addendum |
IIFL Mutual Fund | Fact Sheet | SID | Addendum |
Indiabulls Mutual Fund | Fact Sheet | SID | Addendum |
Invesco Mutual Fund | Fact Sheet | SID | Addendum |
ITI Mutual Fund | Fact Sheet | SID | Addendum |
JM Financial Mutual Fund | Fact Sheet | SID | Addendum |
Kotak Mahindra Mutual Fund | Fact Sheet | SID | Addendum |
L&T Mutual Fund | Fact Sheet | SID | Addendum |
LIC Mutual Fund | Fact Sheet | SID | Addendum |
Mahindra Manulife Mutual Fund | Fact Sheet | SID | Addendum |
Mirae Asset Mutual Fund | Fact Sheet | SID | Addendum |
Motilal Oswal Mutual Fund | Fact Sheet | SID | Addendum |
Nippon India Mutual Fund | Fact Sheet | SID | Addendum |
PGIM India Mutual Fund | Fact Sheet | SID | Addendum |
PPFAS Mutual Fund | Fact Sheet | SID | Addendum |
Quant Mutual Fund | Fact Sheet | SID | Addendum |
SBI Mutual Fund | Fact Sheet | SID | Addendum |
Sundaram Mutual Fund | Fact Sheet | SID | Addendum |
Tata Mutual Fund | Fact Sheet | SID | Addendum |
Taurus Mutual Fund | Fact Sheet | SID | Addendum |
Trust Mutual Fund | Fact Sheet | SID | Addendum |
Union Mutual Fund | Fact Sheet | SID | Addendum |
UTI Mutual Fund | Fact Sheet | SID | Addendum |
Mutual fund (MF) is a mechanism for pooling money by issuing units to the investors and investing funds in securities in accordance with objectives disclosed in the offer document.
Investments in securities are spread across a wide cross-section of industries and sectors and thus the risk is diversified because all stocks may not move in the same direction in the same proportion at the same time. Mutual funds issue units to the investors in accordance with the quantum of money invested by them. Investors of mutual funds are known as unitholders.
Investors in proportion to their investments share the profits or losses. Mutual funds normally come out with a number of schemes, which are launched from time to time with different investment objectives. A mutual fund is required to be registered with the Securities and Exchange Board of India (SEBI) before it can collect funds from the public.
Purchase - Login to your Net banking account, select the investment tab and proceed with the purchase option. Select category of scheme eg. Equity or Debt.
For mobile banking investors, you need to login to your mobile banking app, select investment option and then purchase the mutual fund.You can also visit the nearest branch if you need assistance in investing in Mutual funds.
Redeem - Login to your Net banking account, select investment tab, and proceed with the redemption option for the required fund transaction.
For mobile banking investors, you need to login to your mobile banking app, select investment option, then select redemption option.
You can also visit the nearest branch if you need assistance to redeem your funds.
An SIP allows an investor to invest regularly. One puts in a small amount every month that is invested in a mutual fund. An SIP allows one to take part in the stock market without trying to second-guess its movements
An Investment Horizon refers to the length of time that an investor is willing to hold the portfolio for. Investment horizon can be classified as following
Know Your Client (KYC) registration is mandatory for all investor as per SEBI guidelines. KYC is being centralized through KYC Registration Agencies (KRAs) registered with SEBI. With this, each investor has to undergo the KYC process only once in the securities market and the details would be shared with other intermediaries by the KRAs.
Life Insurance
Providing security to your family at all times is one of the primary goals you may have set. Kotak helps you get a step closer to this goal by providing life insurance that suits your needs.
Savings Account
Grow your money in an easy way with Kotak that provides a savings account with high interest rates
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By clicking on the hyper-link, you will be leaving www.kotak.com and entering website operated by other parties. Kotak Mahindra Bank does not control or endorse such websites, and bears no responsibility for them.
By clicking on the hyper-link, you will be leaving www.kotak.com and entering website operated by other parties. Kotak Mahindra Bank does not control or endorse such websites, and bears no responsibility for them.
By clicking on the hyper-link, you will be leaving www.kotak.com and entering website operated by other parties. Kotak Mahindra Bank does not control or endorse such websites, and bears no responsibility for them.
By clicking on the hyper-link, you will be leaving www.kotak.com and entering website operated by other parties. Kotak Mahindra Bank does not control or endorse such websites, and bears no responsibility for them.