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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 201–250

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
Kotak FMP Series 323no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.18
1 Feb 2024
— — ₹51 Cr 0.10%
Regular 0.25%
not measured
Kotak FMP Series 203no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.32
7 May 2020
7.2% — ₹51 Cr 0.00%
Regular 0.00%
beat peers in 0% of 3-yr windows1 windows — thin record
KOTAK FMP SERIES 191no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.69
18 Apr 2019
7.8% 8.0% ₹50 Cr 0.07%
Regular 0.09%
beat peers in 100% of 3-yr windows2 windows — thin record
Kotak FMP Series 310no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.39
4 May 2026
5.9% 7.0% ₹50 Cr 0.00%
Regular 0.00%
beat peers in 0% of 3-yr windows3 windows — thin record
Kotak FMP Series 213no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.68
28 Apr 2021
5.4% 7.9% ₹49 Cr 0.08%
Regular 0.38%
beat peers in 0% of 3-yr windows5 windows — thin record
Kotak FMP Series 327no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.22
22 Apr 2024
— — ₹48 Cr 0.07%
Regular 0.22%
not measured
Kotak Bond Regular Plan Direct HF dividendno recent NAV
Kotak Mahindra Asset Management Company Limited.
Uncategorised — — — ₹45 Cr — not measured
Kotak FMP Series 242no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.77
18 Oct 2021
3.9% 8.3% ₹44 Cr 0.07%
Regular 0.30%
beat peers in 100% of 3-yr windows3 windows — thin record
Kotak FMP Series 247no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.45
28 Apr 2022
4.2% 7.8% ₹43 Cr 0.07%
Regular 0.35%
beat peers in 100% of 3-yr windows7 windows — thin record
Kotak FMP Series 230no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.76
28 Jul 2021
4.0% 8.0% ₹43 Cr 0.07%
Regular 0.30%
beat peers in 100% of 3-yr windows2 windows — thin record
Kotak FMP Series 217no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.86
15 Jul 2021
4.4% 8.2% ₹42 Cr 0.07%
Regular 0.20%
beat peers in 83% of 3-yr windows6 windows — thin record
Kotak Savings Fundno recent NAV
Kotak Mahindra Asset Management Company Limited.
Uncategorised — 4.0% 2.1% ₹41 Cr — not measured
Kotak FMP Series 225no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.46
18 May 2021
4.4% 7.9% ₹41 Cr 0.07%
Regular 0.30%
beat peers in 0% of 3-yr windows2 windows — thin record
Kotak FMP Series 300no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.58
15 Apr 2026
6.1% 7.1% ₹40 Cr 0.11%
Regular 0.21%
beat peers in 0% of 3-yr windows5 windows — thin record
Kotak FMP Series 127 (730 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹16.59
8 Apr 2019
8.7% 9.9% ₹40 Cr 0.17%
Regular 0.42%
beat peers in 100% of 3-yr windows20 windows — thin record
Kotak FMP Series 256no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.11
3 Jun 2022
4.7% 8.0% ₹40 Cr 0.10%
Regular 0.60%
beat peers in 100% of 3-yr windows6 windows — thin record
kotak FMP Series 259no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.98
18 Jul 2022
4.1% 6.9% ₹39 Cr 0.07%
Regular 0.27%
beat peers in 100% of 3-yr windows6 windows — thin record
Kotak FMP Series 114 (370 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Uncategorised ₹13.12
1 Sep 2016
8.1% — ₹38 Cr — not measured
Kotak FMP Series 196no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.48
26 Jul 2019
7.9% 7.6% ₹37 Cr 0.07%
Regular 0.09%
beat peers in 0% of 3-yr windows1 windows — thin record
Kotak FMP Series 110 Growthno recent NAV
Kotak Mahindra Asset Management Company Limited.
Uncategorised ₹12.94
18 Aug 2016
7.7% — ₹36 Cr — not measured
Kotak Hybrid Fixed Term Plan Series 2no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.95
27 Jan 2017
9.2% — ₹35 Cr — not measured
Kotak FMP Series 108 (733 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹15.28
10 Aug 2018
7.0% 8.2% ₹34 Cr 0.00%
Regular 0.00%
beat peers in 100% of 3-yr windows12 windows — thin record
Kotak Banking and PSU Debtno recent NAV
Kotak Mahindra Asset Management Company Limited.
Uncategorised — 1.7% 0.7% ₹34 Cr — not measured
Kotak FMP Series 212no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.68
2 May 2021
5.3% 7.8% ₹34 Cr 0.00%
Regular 0.00%
beat peers in 0% of 3-yr windows7 windows — thin record
Kotak FMP Series 240no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.79
13 Oct 2021
4.2% 8.4% ₹33 Cr 0.07%
Regular 0.30%
beat peers in 100% of 3-yr windows3 windows — thin record
Kotak FMP Series 180no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.62
12 Oct 2018
7.1% — ₹32 Cr 0.00%
Regular 0.00%
beat peers in 100% of 3-yr windows1 windows — thin record
Kotak FMP Series 216no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.88
6 Jul 2021
4.6% 8.3% ₹31 Cr 0.07%
Regular 0.22%
beat peers in 83% of 3-yr windows6 windows — thin record
Kotak India Growth Fund Series 7no recent NAV
Kotak Mahindra Asset Management Company Limited.
Growth ₹15.10
31 Aug 2021
38.2% — ₹30 Cr 0.18%
Regular 1.26%
not measured
Kotak FMP Series 210no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.29
22 Oct 2020
5.7% 6.9% ₹30 Cr 0.07%
Regular 0.32%
beat peers in 0% of 3-yr windows2 windows — thin record
Kotak Dynamic Bond Fundno recent NAV
Kotak Mahindra Asset Management Company Limited.
Uncategorised — 0.8% 0.3% ₹30 Cr — not measured
KOTAK FMP SERIES 189no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.50
22 Apr 2019
9.0% 9.6% ₹30 Cr 0.24%
Regular 0.54%
beat peers in 100% of 3-yr windows3 windows — thin record
Kotak FMP Series 308no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.67
27 Apr 2026
7.1% 8.0% ₹30 Cr 0.20%
Regular 0.52%
beat peers in 100% of 3-yr windows1 windows — thin record
Kotak Medium Term Fundno recent NAV
Kotak Mahindra Asset Management Company Limited.
Uncategorised — 3.6% 1.2% ₹29 Cr — 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 FMP Series 185no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.86
8 Apr 2019
7.5% 8.0% ₹28 Cr 0.07%
Regular 0.09%
beat peers in 100% of 3-yr windows4 windows — thin record
Kotak Dynamic Bond Fund Regular Plan Weekly Dividendno recent NAV
Kotak Mahindra Asset Management Company Limited.
Uncategorised — −0.2% 0.6% ₹27 Cr — not measured
Kotak FMP Series 156 (370 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.78
17 Apr 2017
7.8% — ₹27 Cr — not measured
Kotak FMP Series 118 (370 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Uncategorised ₹13.08
19 Sep 2016
7.8% — ₹26 Cr — not measured
Kotak FMP Series 211no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.25
22 Oct 2020
5.7% 7.0% ₹26 Cr 0.07%
Regular 0.31%
beat peers in 0% of 3-yr windows1 windows — thin record
Kotak FMP Series 147 (384 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.94
11 Apr 2018
7.2% 8.2% ₹26 Cr — beat peers in 100% of 3-yr windows8 windows — thin record
Kotak FMP Series 237no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.84
25 Oct 2021
4.1% 8.3% ₹25 Cr 0.07%
Regular 0.30%
beat peers in 100% of 3-yr windows3 windows — thin record
Kotak Dynamic Bond Fund Regular Plan Daily Dividendno recent NAV
Kotak Mahindra Asset Management Company Limited.
Uncategorised — −0.1% −0.0% ₹24 Cr — not measured
Kotak Liquid Fund Regular Plan Weekly Reinvestment of Income Distribution cum capital withdrawal option Dividendno recent NAV
Kotak Mahindra Asset Management Company Limited.
Uncategorised — 0.0% −0.0% ₹22 Cr — not measured
kotak FMP Series 261no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.96
26 Jul 2022
4.1% 6.9% ₹22 Cr 0.07%
Regular 0.27%
beat peers in 100% of 3-yr windows6 windows — thin record
Kotak FMP Series 111 Growthno recent NAV
Kotak Mahindra Asset Management Company Limited.
Uncategorised ₹13.08
22 Aug 2016
8.0% — ₹21 Cr — not measured
Kotak FMP Series 119 (370 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Uncategorised ₹13.04
22 Sep 2016
7.9% — ₹21 Cr — not measured
Kotak FMP Series 140 (1095 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹13.46
26 May 2017
7.7% — ₹20 Cr — not measured
Kotak FMP Series 294no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹10.12
8 Jul 2022
— — ₹20 Cr 0.00%
Regular 0.00%
not measured
Kotak FMP Series 162 (370 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.78
31 May 2017
7.7% — ₹19 Cr — not measured
Kotak FMP Series 143 (370 Days)no recent NAV
Kotak Mahindra Asset Management Company Limited.
Income ₹12.86
8 Mar 2017
8.0% — ₹18 Cr — 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.