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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 1–50

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
Kotak Liquid Fund
Kotak Mahindra Asset Management Company Limited.
Liquid ₹5,748.27
21 Sep 2026
6.5% 7.0% ₹44,350 Cr 0.15%
Regular 0.33%
beat peers in 13% of 3-yr windows109 windows
Kotak Money Market Fund
Kotak Mahindra Asset Management Company Limited.
Money Market ₹4,909.30
21 Sep 2026
6.6% 7.4% ₹32,331 Cr 0.16%
Regular 0.37%
beat peers in 57% of 3-yr windows109 windows
Kotak Corporate Bond Fund
Kotak Mahindra Asset Management Company Limited.
Corporate Bond ₹4,205.97
21 Sep 2026
5.2% 7.4% ₹16,128 Cr 0.36%
Regular 0.69%
beat peers in 68% of 3-yr windows104 windows
Kotak Ultra Short Term Fund
Kotak Mahindra Asset Management Company Limited.
Ultra Short Term ₹48.57
21 Sep 2026
6.6% 7.2% ₹15,925 Cr 0.36%
Regular 0.82%
beat peers in 69% of 3-yr windows109 windows
Kotak Short Term Fund
Kotak Mahindra Asset Management Company Limited.
Short Term ₹61.41
21 Sep 2026
5.5% 7.4% ₹15,682 Cr 0.38%
Regular 1.12%
beat peers in 100% of 3-yr windows109 windows
Kotak Ultra Short to Short Term Fund
Kotak Mahindra Asset Management Company Limited.
Ultra Short to Short Term ₹3,941.18
21 Sep 2026
6.4% 7.5% ₹14,531 Cr 0.41%
Regular 1.17%
beat peers in 100% of 3-yr windows104 windows
Kotak Overnight Fund
Kotak Mahindra Asset Management Company Limited.
Overnight ₹1,472.15
21 Sep 2026
5.3% 6.1% ₹8,755 Cr 0.09%
Regular 0.20%
beat peers in 72% of 3-yr windows57 windows
Kotak Banking and PSU Debt Fund
Kotak Mahindra Asset Management Company Limited.
Banking and PSU ₹72.84
21 Sep 2026
5.6% 7.3% ₹5,074 Cr 0.40%
Regular 0.75%
beat peers in 81% of 3-yr windows109 windows
Kotak Floating Interest Rates Fund
Kotak Mahindra Asset Management Company Limited.
Floating Interest Rates ₹1,667.77
21 Sep 2026
6.0% 7.7% ₹3,277 Cr 0.24%
Regular 0.62%
beat peers in 74% of 3-yr windows53 windows
Kotak Dynamic Term Fund
Kotak Mahindra Asset Management Company Limited.
Dynamic Term ₹43.72
21 Sep 2026
6.5% 7.9% ₹2,409 Cr 0.61%
Regular 1.35%
beat peers in 99% of 3-yr windows109 windows
Kotak Gilt Fund
Kotak Mahindra Asset Management Company Limited.
Gilt ₹114.12
21 Sep 2026
3.2% 5.7% ₹2,349 Cr 0.48%
Regular 1.48%
beat peers in 74% of 3-yr windows109 windows
Kotak Medium to Long Term Fund
Kotak Mahindra Asset Management Company Limited.
Medium to Long Term ₹90.77
21 Sep 2026
4.9% 7.1% ₹1,842 Cr 0.74%
Regular 1.65%
beat peers in 73% of 3-yr windows109 windows
Kotak Medium Term Fund
Kotak Mahindra Asset Management Company Limited.
Medium Duration ₹27.61
21 Sep 2026
7.2% 9.0% ₹1,831 Cr 0.67%
Regular 1.63%
beat peers in 90% of 3-yr windows61 windows
Kotak Credit Risk Fund
Kotak Mahindra Asset Management Company Limited.
Credit Risk ₹36.38
21 Sep 2026
7.4% 8.7% ₹742 Cr 0.81%
Regular 1.73%
beat peers in 61% of 3-yr windows109 windows
Kotak FMP Series 304
Kotak Mahindra Asset Management Company Limited.
Income ₹13.22
21 Sep 2026
4.1% 7.7% ₹120 Cr 0.07%
Regular 0.10%
beat peers in 100% of 3-yr windows9 windows — thin record
Kotak Long Term Fund
Kotak Mahindra Asset Management Company Limited.
Long Term ₹11.18
21 Sep 2026
2.2% ₹82 Cr 0.32%
Regular 0.60%
not measured
Kotak FMP Series 252no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.12
17 May 2022
4.0% 7.4% ₹698 Cr 0.00%
Regular 0.00%
beat peers in 100% of 3-yr windows6 windows — thin record
Kotak FMP Series 227no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.21
24 Aug 2018
₹486 Cr 0.00%
Regular 0.20%
not measured
Kotak FMP Series 219no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.64
26 May 2021
4.7% 8.1% ₹475 Cr 0.00%
Regular 0.00%
beat peers in 0% of 3-yr windows3 windows — thin record
Kotak FMP Series 229no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.20
7 Sep 2018
₹418 Cr 0.00%
Regular 0.20%
not measured
Kotak FMP Series 299no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.21
13 Mar 2023
₹411 Cr 0.10%
Regular 0.25%
not measured
Kotak FMP Series 251no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.97
10 May 2022
3.6% 7.2% ₹325 Cr 0.07%
Regular 0.42%
beat peers in 100% of 3-yr windows7 windows — thin record
Kotak FMP Series 267no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.59
23 Jun 2022
4.1% 7.2% ₹315 Cr 0.07%
Regular 0.24%
beat peers in 100% of 3-yr windows3 windows — thin record
Kotak FMP Series 218no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.20
4 Jun 2018
₹301 Cr 0.00%
Regular 0.20%
not measured
Kotak FMP Series 224no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.57
20 May 2021
4.8% 8.2% ₹280 Cr 0.07%
Regular 0.30%
beat peers in 0% of 3-yr windows2 windows — thin record
Kotak FMP Series 307no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.19
31 May 2023
₹273 Cr 0.10%
Regular 0.25%
not measured
Kotak FMP Series 178 (1099 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.72
21 Aug 2018
7.3% 8.4% ₹243 Cr 0.00%
Regular 0.00%
beat peers in 100% of 3-yr windows1 windows — thin record
Kotak FMP Series 324no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.23
12 Mar 2024
₹237 Cr 0.10%
Regular 0.25%
not measured
Kotak FMP Series 292no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.31
14 May 2026
6.0% 7.2% ₹229 Cr 0.08%
Regular 0.38%
beat peers in 5% of 3-yr windows22 windows — thin record
Kotak FMP Series 265no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.70
21 Jun 2022
4.1% 7.3% ₹218 Cr 0.07%
Regular 0.22%
beat peers in 100% of 3-yr windows4 windows — thin record
Kotak FMP Series 223no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.78
27 May 2021
7.6% 8.6% ₹207 Cr 0.07%
Regular 0.40%
beat peers in 100% of 3-yr windows2 windows — thin record
Kotak FMP Series 297no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.31
20 Mar 2023
₹207 Cr 0.10%
Regular 0.35%
not measured
Kotak FMP Series 221no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.53
6 May 2021
5.3% 7.8% ₹200 Cr 0.07%
Regular 0.30%
beat peers in 0% of 3-yr windows2 windows — thin record
Kotak FMP Series 325no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.19
13 Mar 2024
₹180 Cr 0.10%
Regular 0.25%
not measured
Kotak FMP Series 254no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.00
17 May 2022
4.0% 7.3% ₹157 Cr 0.07%
Regular 0.27%
beat peers in 100% of 3-yr windows6 windows — thin record
Kotak FMP Series 226no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.75
25 May 2022
4.1% 7.4% ₹155 Cr 0.07%
Regular 0.25%
beat peers in 100% of 3-yr windows13 windows — thin record
Kotak FMP Series 253no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.03
19 May 2022
4.0% 7.3% ₹151 Cr 0.07%
Regular 0.17%
beat peers in 100% of 3-yr windows6 windows — thin record
Kotak FMP Series 296no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.16
29 Nov 2022
₹145 Cr 0.07%
Regular 0.22%
not measured
Kotak FMP Series 202no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.43
14 May 2020
7.2% 7.2% ₹135 Cr 0.07%
Regular 0.36%
beat peers in 0% of 3-yr windows3 windows — thin record
Kotak FMP Series 172 (1126 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.31
25 Apr 2018
8.6% 9.7% ₹135 Cr beat peers in 100% of 3-yr windows2 windows — thin record
Kotak FMP Series 302no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.18
23 Mar 2023
₹128 Cr 0.10%
Regular 0.20%
not measured
Kotak FMP Series 179no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.67
25 Sep 2018
7.4% 8.1% ₹127 Cr 0.00%
Regular 0.00%
beat peers in 100% of 3-yr windows1 windows — thin record
Kotak FMP Series 175 (1100 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.75
25 Jun 2018
7.5% 8.4% ₹125 Cr 0.00%
Regular 0.00%
beat peers in 100% of 3-yr windows1 windows — thin record
Kotak FMP Series 214no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.74
3 Jun 2021
4.5% 8.1% ₹125 Cr 0.07%
Regular 0.40%
beat peers in 0% of 3-yr windows6 windows — thin record
Kotak FMP Series 215no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.79
17 Jun 2021
4.3% 8.1% ₹122 Cr 0.07%
Regular 0.20%
beat peers in 0% of 3-yr windows6 windows — thin record
Kotak FMP Series 182no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.61
3 Dec 2018
7.2% ₹122 Cr 0.07%
Regular 0.09%
beat peers in 100% of 3-yr windows1 windows — thin record
Kotak Treasury Advantageno recent NAV
Kotak Mahindra Asset Management Company Limited.
Ultra Short Duration 3.8% 2.4% ₹120 Cr beat peers in 0% of 3-yr windows49 windows
Kotak FMP Series 235no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.73
26 Aug 2021
4.1% 8.1% ₹119 Cr 0.07%
Regular 0.30%
beat peers in 100% of 3-yr windows2 windows — thin record
Kotak Capital Protection Oriented Scheme Series 2no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.24
10 Dec 2018
4.8% ₹115 Cr 1.00%
Regular 1.50%
beat peers in 0% of 3-yr windows1 windows — thin record
Kotak Fixed Maturity Plan Series 329 90 Daysno recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.19
19 Jun 2024
₹107 Cr 0.10%
Regular 0.25%
not measured

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.