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.

Search Category Fund house Order by

Narrow by number

Expense at most % Size from ₹ cr Size to ₹ cr Same lead manager for at least years

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.

A–Z All A B C D E F G H I JKL M N O P Q R S T U V W X Y Z type debt index equity etf fofhybridsolution other any type

6 funds

ordered by size · names starting with K

Fund	Category	NAV	1 yr	3 yrs p.a.	Assets	Expense, Direct	How often it beat its category
Kotak Arbitrage Fund Kotak Mahindra Asset Management Company Limited.	Arbitrage	₹43.28 21 Sep 2026	6.8%	7.5%	₹70,955 Cr	2.32% Regular 2.92%	beat peers in 100% of 3-yr windows109 windows
Kotak Balanced Advantage Fund Kotak Mahindra Asset Management Company Limited.	Dynamic Asset Allocation or Balanced Advantage	₹23.00 21 Sep 2026	2.3%	9.7%	₹17,125 Cr	0.83% Regular 1.89%	beat peers in 32% of 3-yr windows62 windows
Kotak Multi Asset Allocation Fund Kotak Mahindra Asset Management Company Limited.	Multi Asset Allocation	₹16.56 18 Sep 2026	14.7%	18.4%	₹13,629 Cr	0.64% Regular 1.77%	not measured
Kotak Equity Savings Fund Kotak Mahindra Asset Management Company Limited.	Equity Savings	₹30.62 21 Sep 2026	4.1%	10.3%	₹10,023 Cr	1.07% Regular 2.11%	beat peers in 85% of 3-yr windows108 windows
Kotak Aggressive Hybrid Fund Kotak Mahindra Asset Management Company Limited.	Aggressive Hybrid	₹77.11 21 Sep 2026	2.7%	13.0%	₹8,650 Cr	0.65% Regular 1.90%	beat peers in 87% of 3-yr windows107 windows
Kotak Conservative Hybrid Fund Kotak Mahindra Asset Management Company Limited.	Conservative Hybrid	₹69.78 21 Sep 2026	2.9%	8.6%	₹2,886 Cr	0.61% Regular 1.76%	beat peers in 100% of 3-yr windows109 windows

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.