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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.

364 funds

ordered by size · names starting with K · showing 51–100

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
Kotak Special Opportunities Fund
Kotak Mahindra Asset Management Company Limited.
Sectoral/ Thematic ₹11.89
21 Sep 2026
19.1% — ₹1,410 Cr 1.01%
Regular 2.28%
not measured
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 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 Nifty Alpha 50 ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs — 8.2% 15.9% ₹806 Cr 0.00%
Regular 0.51%
beat peers in 82% of 3-yr windows22 windows — thin record
Kotak Rural Opportunities Fund
Kotak Mahindra Asset Management Company Limited.
Sectoral/ Thematic ₹9.55
21 Sep 2026
— — ₹806 Cr 0.92%
Regular 2.48%
not measured
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 ESG Exclusionary Strategy Fund
Kotak Mahindra Asset Management Company Limited.
Sectoral/ Thematic ₹17.98
21 Sep 2026
−4.6% 8.8% ₹748 Cr 1.16%
Regular 2.50%
beat peers in 0% of 3-yr windows34 windows — thin record
Kotak Services Fund
Kotak Mahindra Asset Management Company Limited.
Sectoral/ Thematic ₹10.39
21 Sep 2026
— — ₹742 Cr 1.26%
Regular 2.61%
not measured
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 Healthcare Fund
Kotak Mahindra Asset Management Company Limited.
Sectoral/ Thematic ₹18.10
21 Sep 2026
28.8% — ₹536 Cr 1.04%
Regular 2.56%
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 Technology Fund
Kotak Mahindra Asset Management Company Limited.
Sectoral/ Thematic ₹10.67
18 Sep 2026
−11.1% — ₹525 Cr 1.12%
Regular 2.57%
not measured
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 Quant Fund
Kotak Mahindra Asset Management Company Limited.
Sectoral/ Thematic ₹15.17
21 Sep 2026
0.2% 13.9% ₹504 Cr 1.58%
Regular 2.26%
beat peers in 100% of 3-yr windows2 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 Transportation & Logistics Fund
Kotak Mahindra Asset Management Company Limited.
Sectoral/ Thematic ₹12.40
21 Sep 2026
4.4% — ₹495 Cr 1.05%
Regular 2.57%
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 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 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 IT ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs — −16.9% −2.3% ₹283 Cr 0.00%
Regular 0.14%
beat peers in 0% of 3-yr windows31 windows — thin record
Kotak Energy Opportunities Fund
Kotak Mahindra Asset Management Company Limited.
Sectoral/ Thematic ₹10.81
21 Sep 2026
4.6% — ₹270 Cr 1.11%
Regular 2.60%
not measured
Kotak Dividend Yield Fund
Kotak Mahindra Asset Management Company Limited.
Dividend Yield — — — ₹228 Cr 1.10%
Regular 2.53%
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 Midcap 50 ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs — −89.2% −46.0% ₹193 Cr 0.00%
Regular 0.26%
beat peers in 60% of 3-yr windows20 windows — thin record
Kotak Nifty 100 Low Volatility 30 ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs — −4.3% 9.7% ₹192 Cr 0.00%
Regular 0.19%
beat peers in 100% of 3-yr windows19 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 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 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 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 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 Nifty 50 Value 20 ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs — −91.0% −51.4% ₹81 Cr 0.00%
Regular 0.37%
beat peers in 87% of 3-yr windows94 windows
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 Chemicals ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs — — — ₹76 Cr 0.00%
Regular 0.26%
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 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 Nifty MNC ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs — 4.8% 13.7% ₹45 Cr 0.00%
Regular 0.36%
beat peers in 100% of 3-yr windows14 windows — thin record
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 Consumption ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs — −90.8% −48.2% ₹34 Cr 0.00%
Regular 0.11%
beat peers in 43% of 3-yr windows14 windows — thin record
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

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.