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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.

16 funds

ordered by size · names starting with K

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
Kotak Income Plus Arbitrage Omni FOF
Kotak Mahindra Asset Management Company Limited.
FoF Domestic ₹13.25
21 Sep 2026
5.8% 7.5% ₹7,706 Cr 0.07%
Regular 0.33%
beat peers in 0% of 3-yr windows11 windows — thin record
Kotak Gold Fund
Kotak Mahindra Asset Management Company Limited.
FoF Domestic ₹61.25
21 Sep 2026
34.9% 35.6% ₹6,772 Cr 0.15%
Regular 0.45%
beat peers in 57% of 3-yr windows109 windows
Kotak US Specific Equity Passive FOF
Kotak Mahindra Asset Management Company Limited.
FoF Overseas ₹28.64
18 Sep 2026
30.4% 32.0% ₹4,327 Cr 0.34%
Regular 0.72%
beat peers in 100% of 3-yr windows32 windows — thin record
Kotak Multi Asset Omni FOF
Kotak Mahindra Asset Management Company Limited.
FoF Domestic ₹280.50
18 Sep 2026
7.3% 15.5% ₹2,475 Cr 0.45%
Regular 1.16%
beat peers in 95% of 3-yr windows109 windows
Kotak Global Emerging Market Overseas Equity Active FOF
Kotak Mahindra Asset Management Company Limited.
FoF Overseas ₹43.70
18 Sep 2026
38.1% 27.8% ₹1,553 Cr 0.77%
Regular 1.46%
beat peers in 14% of 3-yr windows109 windows
Kotak Gold Silver Passive FOF
Kotak Mahindra Asset Management Company Limited.
FoF Domestic ₹15.32
21 Sep 2026
— — ₹1,067 Cr 0.19%
Regular 0.53%
not measured
Kotak Silver ETF Fund of Fund
Kotak Mahindra Asset Management Company Limited.
FoF Domestic ₹31.01
21 Sep 2026
73.5% 45.8% ₹982 Cr 0.28%
Regular 0.65%
beat peers in 100% of 3-yr windows6 windows — thin record
Kotak Global Innovation Overseas Equity Active FOF
Kotak Mahindra Asset Management Company Limited.
FoF Overseas ₹15.92
18 Sep 2026
26.8% 26.3% ₹765 Cr 0.47%
Regular 1.53%
beat peers in 69% of 3-yr windows26 windows — thin record
Kotak Quality Overseas Equity Active FOF
Kotak Mahindra Asset Management Company Limited.
FoF Overseas ₹11.45
18 Sep 2026
— — ₹295 Cr 0.46%
Regular 1.12%
not measured
Kotak International REIT Overseas Equity Active FOF
Kotak Mahindra Asset Management Company Limited.
FoF Overseas ₹11.76
18 Sep 2026
−0.6% 9.8% ₹105 Cr 0.63%
Regular 1.35%
beat peers in 0% of 3-yr windows33 windows — thin record
Kotak Multi Asset Active FOF
Kotak Mahindra Asset Management Company Limited.
FoF Domestic ₹10.24
18 Sep 2026
— — ₹51 Cr 0.34%
Regular 1.08%
not measured
Kotak Multi Factor Passive FOF
Kotak Mahindra Asset Management Company Limited.
FoF Domestic ₹10.76
21 Sep 2026
— — ₹48 Cr 0.23%
Regular 0.43%
not measured
Kotak Diversified Equity All Cap Omni FOF
Kotak Mahindra Asset Management Company Limited.
FoF Domestic ₹9.84
18 Sep 2026
— — — 0.12%
Regular 1.20%
not measured
Kotak World Gold Fundno recent NAV
Kotak Mahindra Asset Management Company Limited.
FoF Overseas ₹11.76
24 Feb 2020
36.7% 6.1% ₹29 Cr 0.00%
Regular 0.00%
beat peers in 12% of 3-yr windows25 windows — thin record
Kotak US Equity Fundno recent NAV
Kotak Mahindra Asset Management Company Limited.
FoF Overseas ₹20.13
24 Feb 2020
17.5% 13.5% ₹9 Cr 0.00%
Regular 0.00%
beat peers in 100% of 3-yr windows25 windows — thin record
Kotak Multi Sector Omni FOFno recent NAV
Kotak Mahindra Asset Management Company Limited.
FoF Domestic — — — — — 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.