It was founded in 1985 by Mr. Uday Kotak and became the first Indian non-banking financial institution to receive a banking license by the Reserve Bank of India.

Kotak Mutual Fund is India's number 10 Asset Management Companies. It is a wholly owned subsidiary of India's largest private bank, Kotak Mahindra Bank. It was established in December 1998. Today, it is trusted by more than 7 lakh investors. It was India's first AMC to offer gilt funds.

Kotak Mahindra Mutual Fund was founded in 1998 to provide mutual funds for investors with varying risk-return profiles. It has been a leading AMC in India since its inception. The fund house has a wide range of investment products that cover all asset classes, which has allowed it to attract a large number of investor’s folios. The fund house offers many mutual fund options, including those in equity, debt, and hybrid categories. It also has fund of fund schemes and exchange traded funds. To ensure customer satisfaction, the fund house strives to achieve consistent performance above the benchmark in all of its products. It strives to be a responsible participant in the Indian mutual funds space.

The Main Highlights:

3,693* Branch

Market Cap of 3,473.8 billion

Net worth of 821.16 Bn

More than 50,000 Employees

Constituent of Nifty50

About Group?

Part of a well-respected conglomerate – Wholly owned subsidiary Kotak Mahindra Bank Limited

Based on Quarterly AUM as at Mar 2021, 5th Largest Mutual Fund

Long experience - We started operations in December 1998

Robust distribution network -- A vast distribution channel that includes over 50,000 distributors

Large investor base - More than 6.5 million investors

Complete product range-Offers schemes for investors with different risk-return profiles

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FinSukh.com has made mutual funds investment extremely easy, even for new investors. One can invest in mutual funds by following the 7 steps below:

1. Tell us what you’re looking for
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KYC Required to Invest in Mutual Fund

Know Your Customer, commonly referred to as KYC, enables banks and financial institutions to verify the identity of their customers. You only need to do this once as a first-time investor. SEBI has prescribed requirements for KYC. An investor has to be KYC compliant while investing in a SEBI registered mutual fund. A KYC form will include identity, address, financial status, occupation, and demographic information.

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