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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.

38 funds

ordered by size · names starting with K

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹13.27
21 Sep 2026
6.0% 7.4% ₹6,718 Cr 0.20%
Regular 0.35%
beat peers in 0% of 3-yr windows20 windows — thin record
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹13.47
21 Sep 2026
5.3% 7.1% ₹3,305 Cr 0.20%
Regular 0.36%
beat peers in 0% of 3-yr windows20 windows — thin record
Kotak Nifty 50 Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹15.58
21 Sep 2026
−6.2% 6.8% ₹1,109 Cr 0.12%
Regular 0.38%
beat peers in 61% of 3-yr windows28 windows — thin record
Kotak Nifty Next 50 Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹21.16
21 Sep 2026
3.8% 17.4% ₹1,106 Cr 0.24%
Regular 0.64%
beat peers in 100% of 3-yr windows31 windows — thin record
Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹10.64
21 Sep 2026
6.4% — ₹1,068 Cr 0.12%
Regular 0.32%
not measured
Kotak Nifty 200 Momentum 30 Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹14.49
21 Sep 2026
−1.9% 10.3% ₹536 Cr 0.77%
Regular 1.25%
beat peers in 100% of 3-yr windows4 windows — thin record
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60 - 40 Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹13.32
21 Sep 2026
5.7% 7.4% ₹525 Cr 0.21%
Regular 0.40%
beat peers in 0% of 3-yr windows12 windows — thin record
Kotak CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹11.62
21 Sep 2026
6.3% — ₹499 Cr 0.20%
Regular 0.40%
not measured
Kotak Nifty Midcap 150 Momentum 50 Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹9.54
21 Sep 2026
3.1% — ₹402 Cr 0.73%
Regular 1.38%
not measured
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹11.11
21 Sep 2026
6.8% — ₹347 Cr 0.12%
Regular 0.35%
not measured
Kotak Nifty Commodities Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹11.97
21 Sep 2026
5.5% — ₹290 Cr 0.28%
Regular 0.55%
not measured
Kotak Nifty AAA Bond Financial Services Mar 2028 Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹10.70
21 Sep 2026
5.8% — ₹222 Cr 0.14%
Regular 0.34%
not measured
Kotak Nifty Smallcap 50 Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹23.27
21 Sep 2026
13.1% 20.2% ₹201 Cr 0.34%
Regular 0.92%
beat peers in 100% of 3-yr windows6 windows — thin record
Kotak Nifty SDL Jul 2033 Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹12.96
21 Sep 2026
4.8% 6.9% ₹192 Cr 0.21%
Regular 0.43%
beat peers in 0% of 3-yr windows8 windows — thin record
Kotak CRISIL- IBX AAA Bond Financial Services Index - Dec 2026 Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹11.22
21 Sep 2026
6.7% — ₹133 Cr 0.10%
Regular 0.30%
not measured
Kotak NIFTY 100 Low Volatility 30 Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹10.56
21 Sep 2026
−4.6% — ₹122 Cr 0.37%
Regular 1.01%
not measured
Kotak Nifty Financial Services Ex-Bank Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹16.39
21 Sep 2026
4.0% 15.9% ₹97 Cr 0.32%
Regular 0.83%
beat peers in 100% of 3-yr windows2 windows — thin record
kotak BSE PSU Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹9.19
21 Sep 2026
3.3% — ₹87 Cr 0.46%
Regular 1.11%
not measured
Kotak Nifty Midcap 50 Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹11.01
21 Sep 2026
8.4% — ₹77 Cr 0.39%
Regular 1.00%
not measured
Kotak Nifty 50 Equal Weight Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹10.96
21 Sep 2026
−0.5% — ₹62 Cr 0.42%
Regular 0.92%
not measured
Kotak Nifty SmallCap 250 Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹11.89
21 Sep 2026
5.5% — ₹56 Cr 0.39%
Regular 0.87%
not measured
Kotak Nifty 100 Equal Weight Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹10.93
21 Sep 2026
1.2% — ₹42 Cr 0.35%
Regular 0.85%
not measured
Kotak Nifty Top 10 Equal Weight Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹8.84
21 Sep 2026
−11.2% — ₹40 Cr 0.36%
Regular 1.03%
not measured
Kotak Nifty India Tourism Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹8.48
21 Sep 2026
−15.1% — ₹34 Cr 0.54%
Regular 1.14%
not measured
Kotak Nifty Midcap 150 Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹11.74
21 Sep 2026
4.9% — ₹33 Cr 0.38%
Regular 0.86%
not measured
Kotak Nifty Alpha 50 Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹10.83
21 Sep 2026
7.8% — ₹32 Cr 0.79%
Regular 1.38%
not measured
Kotak Nifty200 Value 30 Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹9.41
21 Sep 2026
— — ₹28 Cr 1.11%
Regular 1.42%
not measured
Kotak Nifty500 Momentum 50 Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹10.29
21 Sep 2026
— — ₹22 Cr 0.76%
Regular 1.09%
not measured
Kotak Nifty G-Sec July 2033 Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹12.46
21 Sep 2026
4.3% — ₹21 Cr 0.14%
Regular 0.39%
not measured
Kotak BSE Sensex Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹10.01
21 Sep 2026
−8.2% — ₹21 Cr 0.29%
Regular 0.47%
not measured
KOTAK NIFTY 200 QUALITY 30 INDEX FUND
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹9.60
21 Sep 2026
−5.2% — ₹16 Cr 0.35%
Regular 0.72%
not measured
Kotak BSE Housing Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹12.62
21 Sep 2026
−11.1% 7.2% ₹13 Cr 0.31%
Regular 0.80%
beat peers in 0% of 3-yr windows1 windows — thin record
Kotak Nifty Alpha Low Volatility 30 Index Fund
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹10.03
21 Sep 2026
— — ₹1 Cr 1.27%
Regular 1.85%
not measured
Kotak Nifty Bank Index Fund
Kotak Mahindra Asset Management Company Limited.
Equity Funds ₹9.79
21 Sep 2026
— — — 4.58%
Regular 4.91%
not measured
Kotak Nifty SDL Jul 2026 Index Fundno recent NAV
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹12.81
31 Jul 2026
5.6% 7.1% ₹96 Cr 0.20%
Regular 0.41%
beat peers in 0% of 3-yr windows8 windows — thin record
Kotak Nifty SDL Jul 2028 Index Fundno recent NAV
Kotak Mahindra Asset Management Company Limited.
Index Funds ₹10.47
21 Nov 2023
— — ₹6 Cr 0.22%
Regular 0.47%
not measured
Kotak Nifty Capital Markets Index Fundno recent NAV
Kotak Mahindra Asset Management Company Limited.
Equity Funds — — — — — not measured
Kotak Nifty SDL Plus AAA PSU Bond Jul 2033 60 40 Index Fundno recent NAV
Kotak Mahindra Asset Management Company Limited.
Index Funds — — — — — 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.