Kotak Mahindra Mutual Fund

About Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund (KMMF), the fifth most significant mutual fund player with an AUM of ₹3.82 Lakh Crores, was established in 1998 as a subsidiary of Kotak Mahindra Bank.

 

With over 20 years of establishment, KMMF has a vast customer base of over 8.1 million investors. The compound annual growth rate (CAGR) for a few of its equity schemes has touched 45.91% since their 3-year inception. KMMF is a reliable investor choice due to its strong track record, experienced fund managers, and robust risk management framework.

Incorporated	05 Aug. 1994
Mdceo	Nilesh Shah
Trustee	Kotak Mahindra Trustee Company Ltd
Cio	NA

How to Invest in Kotak Mahindra Mutual Fund?

Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well. 

 

• Step 1: Log in using your mobile phone number

• Step 2: Under ‘Investments’, choose ‘Mutual Funds’

• Step 3: Fill in basic information such as your bank account number, PAN Card number, etc. 

• Step 4: Start your investment journey with Bajaj Markets once your account has been activated

   

You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT). 

Documents Required to Invest in Kotak Mahindra Mutual Fund:

Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.

 

• PAN Card

• Voter ID

• Driving Licence

• Passport

Top Fund Managers

The company's schemes are managed by experienced and qualified fund managers who deliver consistent returns to investors.

1. Harsha Upadhyaya

Harsha Upadhyaya is the Chief Investment Officer for Equity at Kotak Mahindra Mutual Fund. With over 25 years of experience, he joined the AMC in 2012 and previously worked at DSP BlackRock Mutual Fund. 

 

He holds a Bachelor’s degree in Mechanical Engineering and a Post Graduate Degree in Finance Management, apart from being a Chartered Financial Analyst. Harsha has an AUM of ₹55,587 Crores and manages 5 funds at Kotak MF, including the Kotak Tax Saver Fund, which have delivered 12.57% returns since its inception. 

2. Harish Krishnan

Harish Krishnan is a Senior Fund Manager at Kotak Mahindra AMC with over 25 years of experience in the financial industry. He joined Kotak Mutual Fund in 2013, before which Harish used to handle Kotak’s offshore funds from Singapore and Dubai. He has a Master's in Business Administration from the IIM, Kozhikode. 

 

Harish is also a Chartered Financial Analyst. Currently, he handles 6 funds of KMMF. Some of the key schemes he manages include Kotak Bluechip Fund, Kotak Pioneer Fund, and Kotak Infrastructure & Economic Reform Fund, among others. The Kotak Pioneer Fund has produced 25.67% returns since its inception.

3. Pankaj Tibrewal

Pankaj Tibrewal is a Senior Fund Manager at Kotak Mutual Fund with over 20+ years of experience in the financial industry. He holds a Master's degree in Finance from the University of Manchester and completed his graduation in Commerce. Tibrewal has worked in the mutual fund sector since 2003 with a proven track record of managing equity and debt schemes. 

 

Before joining Kotak Mutual Fund in 2010, he worked with Principal Mutual Fund. He won the ‘Best Fund Manager2022’ award from ET Wealth for the 6th time. He manages 3 funds, with the Kotak Small Cap Fund producing 17.51% returns since its inception.

4. Deepak Agrawal

Deepak Agrawal is a Fund Manager at Kotak Mutual Fund with over 17 years of experience in the financial industry. He joined Kotak Mutual Fund in 2006 and currently manages several equity schemes. He holds a Post Graduate degree in Commerce along with CA and CS certifications. 

 

Some of the key schemes he manages include Kotak Medium Term Fund and Kotak Credit Risk Fund, among others. The Kotak Medium Term Fund has produced 7.93% returns since its inception.

Email	NA
Phone	022-61152100 / 1800-22-2626
Address	The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla Complex Bandra (E)