Kotak Mutual Fund

Kotak Mutual Fund is managed by Kotak Mahindra Asset Management Company Ltd., a subsidiary of Kotak Mahindra Bank. Established in 1998, it is one of India’s leading and most trusted mutual fund houses, offering a wide range of products backed by deep market research, disciplined risk management, and strong fund management expertise.

Founded:

1998

Headquarters:

Mumbai, India.

AMC License:

Approved by SEBI

Fund Manager:

Kotak Mahindra Asset Management Company Ltd.

Types of Mutual Funds Offered:

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Kotak Mutual Fund

Frequently. Asked. Questions.

Kotak Mutual Fund is managed by Kotak Mahindra Asset Management Company Ltd., a subsidiary of Kotak Mahindra Bank. It is one of India’s leading AMCs offering a wide range of mutual fund schemes for retail and institutional investors.

Yes. Kotak Mutual Fund is fully registered with the Securities and Exchange Board of India (SEBI) and follows all applicable regulations.

Kotak Mutual Fund offers:

  • Equity Funds

  • Debt Funds

  • Hybrid Funds

  • Liquid & Overnight Funds

  • ELSS (Tax-saving Funds)

  • Index Funds

  • International Funds

  • Target Maturity Funds

  • ETF (Exchange Traded Funds)

You can invest via:

  • Lump Sum: Usually β‚Ή5,000

  • SIP (Systematic Investment Plan): Starts from β‚Ή500/month

Yes. SIP is available across most schemes and is ideal for long-term, disciplined investing.

Yes. Open-ended schemes can be redeemed anytime (subject to exit load, if applicable). Redemption is processed in 1–3 working days.

Yes. Taxation depends on the type of fund:

  • Equity Funds:

    • STCG (<1 year): 15%

    • LTCG (> β‚Ή1 lakh/year): 10%

  • Debt Funds (as per new rules):

    • Taxed at individual income slab rates

Yes. Kotak Tax Saver Fund (ELSS) offers tax deduction under Section 80C with a 3-year lock-in.

Yes. KYC compliance is mandatory before investing. You can complete e-KYC online using PAN, Aadhaar, and OTP.

Matrixx FinCorp is a trusted mutual fund distributor and financial advisory firm specializing in investment planning, tax-saving strategies, and portfolio management. It partners with leading AMCs like ABSLMF to offer handpicked schemes for clients.

  • Mutual Fund Investments (SIP/Lump Sum)

  • Tax-saving (ELSS) Planning

  • Retirement Planning

  • Children’s Education Funds

  • Portfolio Reviews & Risk Analysis

  • Customer Support & Documentation Assistance

  • Expert guidance by experienced professionals

  • Tailored investment suggestions

  • One-stop support for KYC, SIP, withdrawals, and tracking

  • No hidden charges – commission-based AMC model

You can reach us via:

  • πŸ“ž Phone: +91 9304530421

  • πŸ“§ Email: financefuture@matrixxfincorp.com

  • 🌐 Website: matrixxfincorp.com

  • 🏒 Office Location: Ramdas Bunglow, Road No. 03, Contrator Area, Back side of Time Out Restaurant, Bistupur, Jamshedpur, Jharkhand, Pincode – 831001 , India.

No. Matrixx FinCorp offers free advisory and support, as revenue is generated via trail commission from AMCs like ABSLMF.

Yes. From KYC to SIP auto-debit setup and fund monitoring, Matrixx FinCorp provides end-to-end investment support.