Kotak Mahindra equity funds, with their category ranks
Direct plans, growth option. Annualised returns to 09 Oct 2026. The rank is each fund's place among the funds of its own category.
| Fund | Category | 1 year | 3 years | 5 years | Rank in category |
|---|---|---|---|---|---|
| Kotak ELSS Tax Saver Fund | ELSS | -2.8% | 10.2% | 10.7% | 8 of 30, 5 years |
| Kotak Flexi Cap Fund | Flexi Cap | -5.8% | 10.3% | 9.3% | 15 of 27, 5 years |
| Kotak Focused Fund | Focused | -0.1% | 14.1% | 10.6% | 11 of 22, 5 years |
| Kotak Large & Mid Cap Fund | Large & Mid Cap | -4.0% | 11.9% | 12.1% | 9 of 26, 5 years |
| Kotak Large Cap Fund | Large Cap | -7.0% | 9.2% | 7.9% | 14 of 27, 5 years |
| Kotak Mid Cap Fund | Mid Cap | -0.6% | 16.1% | 14.7% | 8 of 21, 5 years |
| Kotak Multi Cap Fund | Multi Cap | -0.1% | 16.0% | 15.8% | 1 of 9, 5 years |
| Kotak Small Cap Fund | Small Cap | 4.1% | 11.9% | 11.3% | 21 of 21, 5 years |
Of its 8 equity funds with a five year record, 5 sit in the upper half of their category by return.
Kotak Mahindra debt funds
Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.
| Fund | Category | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Kotak Banking and PSU Debt Fund | Banking and PSU | 4.8% | 7.3% | 6.4% |
| Kotak Corporate Bond Fund | Corporate Bond | 4.5% | 7.4% | 6.4% |
| Kotak Credit Risk Fund | Credit Risk | 6.5% | 8.6% | 6.7% |
| Kotak Dynamic Term Fund | Dynamic Bond | 4.8% | 8.0% | 6.5% |
| Kotak Floating Interest Rates Fund | Floater | 5.4% | 7.7% | 6.7% |
| Kotak Gilt Fund | Gilt | 1.3% | 5.8% | 5.3% |
| Kotak Liquid Fund | Liquid | 6.5% | 7.0% | 6.4% |
| Kotak Long Term Fund | Long Duration | -0.3% | n/a | n/a |
| Kotak Medium Term Fund | Medium Duration | 5.9% | 9.0% | 7.3% |
| Kotak Medium to Long Term Fund | Medium to Long Duration | 3.4% | 7.2% | 6.0% |
| Kotak Money Market Fund | Money Market | 6.6% | 7.4% | 6.8% |
| Kotak Overnight Fund | Overnight | 5.3% | 6.1% | 5.8% |
| Kotak Short Term Fund | Short Duration | 4.9% | 7.5% | 6.4% |
| Kotak Ultra Short Term Fund | Ultra Short Duration | 6.5% | 7.2% | 6.6% |
| Kotak Ultra Short to Short Term Fund | Low Duration | 6.2% | 7.5% | 6.7% |
Kotak Mahindra fund of funds funds
Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.
| Fund | Category | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Kotak Global Emerging Market Overseas Equity Active FOF | Overseas Fund of Funds | 33.8% | 28.1% | 12.5% |
| Kotak Global Innovation Overseas Equity Active FOF | Overseas Fund of Funds | 28.7% | 27.7% | 11.0% |
| Kotak Gold Fund | Domestic Fund of Funds | 21.0% | 35.8% | 24.5% |
| Kotak Income Plus Arbitrage Omni FOF | Domestic Fund of Funds | 5.4% | 7.5% | n/a |
| Kotak International Reit Overseas Equity Active FOF | Overseas Fund of Funds | -0.9% | 11.0% | 3.0% |
| Kotak Multi Asset Omni FOF | Domestic Fund of Funds | 3.0% | 14.6% | 13.9% |
| Kotak Silver ETF Fund of Fund | Domestic Fund of Funds | 35.6% | 44.8% | n/a |
| Kotak US Specific Equity Passive FOF | Overseas Fund of Funds | 34.0% | 33.9% | 21.8% |
Kotak Mahindra hybrid funds
Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.
| Fund | Category | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Kotak Aggressive Hybrid Fund | Aggressive Hybrid | -0.2% | 12.3% | 11.1% |
| Kotak Arbitrage Fund | Arbitrage | 6.7% | 7.4% | 7.0% |
| Kotak Balanced Advantage Fund | Balanced Advantage | -0.5% | 8.9% | 8.3% |
| Kotak Conservative Hybrid Fund | Conservative Hybrid | 0.8% | 8.5% | 8.0% |
| Kotak Equity Savings Fund | Equity Savings | 2.3% | 9.7% | 9.6% |
| Kotak Multi Asset Allocation Fund | Multi Asset Allocation | 7.5% | 17.2% | n/a |
Kotak Mahindra index funds
Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.
Kotak Mahindra sector and theme funds
Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.
| Fund | Category | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Kotak Active Momentum Fund | Sectoral and Thematic | 3.2% | n/a | n/a |
| Kotak Banking and Financial Services Fund | Sectoral and Thematic | 0.4% | 11.8% | n/a |
| Kotak Business Cycle Fund | Sectoral and Thematic | 3.9% | 15.7% | n/a |
| Kotak Consumption Fund | Sectoral and Thematic | -5.1% | n/a | n/a |
| Kotak Energy Opportunities Fund | Sectoral and Thematic | 0.3% | n/a | n/a |
| Kotak ESG Exclusionary Strategy Fund | Sectoral and Thematic | -8.2% | 7.5% | 6.3% |
| Kotak Healthcare Fund | Sectoral and Thematic | 24.4% | n/a | n/a |
| Kotak Infrastructure and Economic Reform Fund | Sectoral and Thematic | 4.9% | 15.7% | 17.5% |
| Kotak Manufacture in India Fund | Sectoral and Thematic | 13.0% | 20.0% | n/a |
| Kotak MNC Fund | Sectoral and Thematic | 16.3% | n/a | n/a |
| Kotak Pioneer Fund | Sectoral and Thematic | 7.5% | 19.9% | 14.2% |
| Kotak Quant Fund | Sectoral and Thematic | -3.8% | 12.9% | n/a |
| Kotak Special Opportunities Fund | Sectoral and Thematic | 15.7% | n/a | n/a |
| Kotak Technology Fund | Sectoral and Thematic | -10.1% | n/a | n/a |
| Kotak Transportation & Logistics Fund | Sectoral and Thematic | 0.6% | n/a | n/a |
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Questions
How many schemes does Kotak Mahindra Mutual Fund have?
This page lists 82 Kotak Mahindra schemes: every open-ended fund of the house with a direct plan and at least a year of history, of which 8 are diversified equity funds. Exchange traded funds and newer funds are not included.
Which Kotak Mahindra mutual fund has given the highest return?
Over the five years to 09 Oct 2026, Kotak Gold Fund returned the most among Kotak Mahindra funds: 24.5% a year in its direct plan. Funds in different categories carry different risk, so this is not a like-for-like comparison, and past returns do not tell you which fund will lead next.
How are Kotak Mahindra funds ranked here?
Each diversified equity fund is ranked against the funds of its own category, by the annualised return of its direct plan. Debt, hybrid, index and sector funds are listed with their returns and are not ranked, because returns across them are not like for like.
This page is information, not a recommendation to buy, sell or hold any fund. Returns are annualised, for the growth option, from NAVs published by AMFI. A ranking by past return says nothing certain about the future, and the right fund for you depends on your goals and the rest of your portfolio.
Invsify Technologies Private Limited is a SEBI Registered Investment Adviser, Registration No. INA000020572. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future results.