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Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

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Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

201 funds

ordered by size · names starting with K · showing 101–150

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
Kotak FMP Series 256no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.11
3 Jun 2022
4.7% 8.0% ₹40 Cr 0.10%
Regular 0.60%
beat peers in 100% of 3-yr windows6 windows — thin record
kotak FMP Series 259no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.98
18 Jul 2022
4.1% 6.9% ₹39 Cr 0.07%
Regular 0.27%
beat peers in 100% of 3-yr windows6 windows — thin record
Kotak FMP Series 196no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.48
26 Jul 2019
7.9% 7.6% ₹37 Cr 0.07%
Regular 0.09%
beat peers in 0% of 3-yr windows1 windows — thin record
Kotak Hybrid Fixed Term Plan Series 2no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.95
27 Jan 2017
9.2% — ₹35 Cr — not measured
Kotak FMP Series 108 (733 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹15.28
10 Aug 2018
7.0% 8.2% ₹34 Cr 0.00%
Regular 0.00%
beat peers in 100% of 3-yr windows12 windows — thin record
Kotak FMP Series 212no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.68
2 May 2021
5.3% 7.8% ₹34 Cr 0.00%
Regular 0.00%
beat peers in 0% of 3-yr windows7 windows — thin record
Kotak FMP Series 240no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.79
13 Oct 2021
4.2% 8.4% ₹33 Cr 0.07%
Regular 0.30%
beat peers in 100% of 3-yr windows3 windows — thin record
Kotak FMP Series 180no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.62
12 Oct 2018
7.1% — ₹32 Cr 0.00%
Regular 0.00%
beat peers in 100% of 3-yr windows1 windows — thin record
Kotak FMP Series 216no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.88
6 Jul 2021
4.6% 8.3% ₹31 Cr 0.07%
Regular 0.22%
beat peers in 83% of 3-yr windows6 windows — thin record
Kotak FMP Series 210no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.29
22 Oct 2020
5.7% 6.9% ₹30 Cr 0.07%
Regular 0.32%
beat peers in 0% of 3-yr windows2 windows — thin record
KOTAK FMP SERIES 189no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.50
22 Apr 2019
9.0% 9.6% ₹30 Cr 0.24%
Regular 0.54%
beat peers in 100% of 3-yr windows3 windows — thin record
Kotak FMP Series 308no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.67
27 Apr 2026
7.1% 8.0% ₹30 Cr 0.20%
Regular 0.52%
beat peers in 100% of 3-yr windows1 windows — thin record
Kotak FMP Series 185no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.86
8 Apr 2019
7.5% 8.0% ₹28 Cr 0.07%
Regular 0.09%
beat peers in 100% of 3-yr windows4 windows — thin record
Kotak FMP Series 156 (370 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.78
17 Apr 2017
7.8% — ₹27 Cr — not measured
Kotak FMP Series 211no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.25
22 Oct 2020
5.7% 7.0% ₹26 Cr 0.07%
Regular 0.31%
beat peers in 0% of 3-yr windows1 windows — thin record
Kotak FMP Series 147 (384 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.94
11 Apr 2018
7.2% 8.2% ₹26 Cr — beat peers in 100% of 3-yr windows8 windows — thin record
Kotak FMP Series 237no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.84
25 Oct 2021
4.1% 8.3% ₹25 Cr 0.07%
Regular 0.30%
beat peers in 100% of 3-yr windows3 windows — thin record
kotak FMP Series 261no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.96
26 Jul 2022
4.1% 6.9% ₹22 Cr 0.07%
Regular 0.27%
beat peers in 100% of 3-yr windows6 windows — thin record
Kotak FMP Series 140 (1095 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.46
26 May 2017
7.7% — ₹20 Cr — not measured
Kotak FMP Series 294no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.12
8 Jul 2022
— — ₹20 Cr 0.00%
Regular 0.00%
not measured
Kotak FMP Series 162 (370 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.78
31 May 2017
7.7% — ₹19 Cr — not measured
Kotak FMP Series 143 (370 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.86
8 Mar 2017
8.0% — ₹18 Cr — not measured
Kotak FMP Series 137 (371 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.90
20 Feb 2017
8.3% — ₹17 Cr — not measured
Kotak FMP Series 105 (370 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹14.06
7 Aug 2017
7.4% — ₹17 Cr — not measured
Kotak Quarterly Interval Plan Sr. 13no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.18
29 May 2019
— — ₹17 Cr 0.07%
Regular 0.17%
not measured
Kotak FMP Series 190no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.84
17 Apr 2019
8.0% 8.0% ₹16 Cr 0.07%
Regular 0.09%
beat peers in 100% of 3-yr windows2 windows — thin record
Kotak FMP Series 146 (388 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.98
9 Apr 2018
7.3% 8.2% ₹14 Cr — beat peers in 100% of 3-yr windows8 windows — thin record
Kotak FMP Series 305no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.53
4 May 2026
5.8% 6.9% ₹13 Cr 0.00%
Regular 0.00%
beat peers in 0% of 3-yr windows5 windows — thin record
Kotak FMP Series 142 (420 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.93
3 Apr 2017
7.8% — ₹13 Cr — not measured
Kotak FMP Series 161 (370 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.69
19 May 2017
7.3% — ₹12 Cr — not measured
Kotak FMP Series 199no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.42
6 Apr 2020
7.1% 7.2% ₹11 Cr 0.00%
Regular 0.00%
beat peers in 0% of 3-yr windows3 windows — thin record
Kotak Quarterly Interval Plan Sr. 12no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.38
3 May 2019
— — ₹11 Cr 0.07%
Regular 0.17%
not measured
Kotak FMP Series 135 (455 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.02
6 Feb 2017
8.3% — ₹11 Cr — not measured
Kotak FMP Series 150 (1109 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.11
5 Apr 2017
8.4% — ₹10 Cr — not measured
Kotak FMP Series 151 (388 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.79
3 Apr 2017
8.1% — ₹10 Cr — not measured
Kotak FMP Series 106 (370 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹14.03
8 Aug 2017
7.2% — ₹9 Cr — not measured
Kotak Capital Protection Oriented Scheme Series 3no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.01
24 Apr 2019
5.2% 5.9% ₹9 Cr 0.61%
Regular 1.08%
beat peers in 0% of 3-yr windows2 windows — thin record
Kotak FMP Series 157 (370 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.78
21 Apr 2017
7.9% — ₹8 Cr — not measured
Kotak FMP Series 192no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.67
3 Apr 2019
5.2% — ₹8 Cr 0.07%
Regular 0.09%
beat peers in 100% of 3-yr windows1 windows — thin record
Kotak Monthly Interval Plan Series 4no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.07
17 Apr 2019
— — ₹7 Cr 0.00%
Regular 0.19%
not measured
Kotak FMP Series 154 (390 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.98
5 Apr 2017
8.4% — ₹7 Cr — not measured
Kotak FMP Series 132 (546 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.10
5 Apr 2017
8.1% — ₹6 Cr — not measured
Kotak FMP Series 149 (386 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.80
5 Apr 2017
8.0% — ₹5 Cr — not measured
Kotak FMP Series 204no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.41
6 Jul 2020
6.8% 7.0% ₹4 Cr 0.07%
Regular 0.33%
beat peers in 0% of 3-yr windows3 windows — thin record
Kotak Capital Protection Oriented Scheme Series 1no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.14
3 Oct 2018
5.3% — ₹4 Cr 1.92%
Regular 2.42%
beat peers in 0% of 3-yr windows1 windows — thin record
Kotak FMP Series 133 (524 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.04
5 Apr 2017
7.9% — ₹3 Cr — not measured
Kotak FMP Series 303no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.38
3 Jul 2023
— — ₹2 Cr 0.10%
Regular 0.25%
not measured
Kotak FMP Series 107 (370 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.86
21 Aug 2017
5.7% — ₹2 Cr — not measured
Kotak FMP Series 181no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.96
3 Apr 2019
7.3% 7.9% ₹2 Cr 0.07%
Regular 0.09%
beat peers in 83% of 3-yr windows6 windows — thin record
Kotak FMP Series 116 (370 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹14.05
11 Oct 2017
6.2% 7.9% ₹1 Cr — beat peers in 0% of 3-yr windows2 windows — thin record

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.