Banking & Investments Simplified for NRIs

Kotak Mahindra Asset Management Co Ltd is a Arbitrage mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 9 yrs 10 m, having been launched on 01/01/2013. Kotak Mahindra Asset Management Co Ltd has ₹9,008 Crores worth of assets under management (AUM) as on 30/09/2022 and is medium-sized fund of its category. The fund has an .

Kotak Mahindra Asset Management Co Ltd is a mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 9 yrs 10 m, having been launched on 01/01/2013. Kotak Mahindra Asset Management Co Ltd has ₹9,008 Crores worth of assets under management (AUM) as on 30/09/2022 and is medium-sized fund of its category. The fund has an Avg 1 year Return of Kotak Mutual Fund is 15.34%

Best Kotak Mutual Funds for NRIs

Fund Name	Category	Risk	1Y Return	Fund Size
Kotak Flexicap Fund Growth	Equity	very high Risk	36.10%	₹45,911.9 Cr
Kotak Equity Arbitrage Fund Growth	Alternative	low Risk	7.96%	₹40,050.89 Cr
Kotak Emerging Equity Scheme Growth	Equity	very high Risk	43.57%	₹39,684.91 Cr
Kotak Liquid Fund Growth	Money Market	low to moderate Risk	7.20%	₹37,088.61 Cr
Kotak Equity Opportunities Fund Growth	Equity	very high Risk	44.50%	₹19,861.46 Cr
Kotak Money Market Growth	Fixed Income	moderate Risk	7.52%	₹17,638.33 Cr
Kotak Balanced Advantage Fund Regular Growth	Allocation	very high Risk	18.68%	₹15,720.85 Cr
Kotak Bond Short Term Plan Growth	Fixed Income	moderate Risk	6.42%	₹14,818.24 Cr
Kotak Savings Fund Growth	Fixed Income	low to moderate Risk	7.00%	₹14,443.01 Cr
Kotak Small Cap Growth	Equity	very high Risk	41.92%	₹13,881.69 Cr
Kotak Corporate Bond- Standard Plan-Growth	Fixed Income	moderate Risk	6.83%	₹12,124.71 Cr
Kotak Multicap Fund Regular Growth	Equity	very high Risk	59.90%	₹10,032.41 Cr
Kotak Low Duration Fund- Standard Plan-Growth Option	Fixed Income	moderate Risk	6.84%	₹8,814.31 Cr
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Regular Growth	Fixed Income	moderate Risk	6.61%	₹7,978.72 Cr
Kotak Bluechip Growth	Equity	very high Risk	30.93%	₹7,901.4 Cr
Kotak Overnight Regular Growth	Money Market	low Risk	6.69%	₹7,133.26 Cr
Kotak Banking and PSU Debt Growth	Fixed Income	low to moderate Risk	6.62%	₹5,948.19 Cr
Kotak Multi Asset Allocation Fund Regular Growth	Allocation	high Risk	0.00%	₹5,367.21 Cr
Kotak ELSS Tax Saver-Scheme- Growth	Equity	very high Risk	39.77%	₹5,294.79 Cr
Kotak Equity Hybrid Regular Growth	Allocation	very high Risk	27.59%	₹5,160.84 Cr
Kotak Equity Savings Fund Regular Growth	Allocation	moderate Risk	19.61%	₹4,813.24 Cr
Kotak Floating Rate Fund Regular Growth	Fixed Income	low to moderate Risk	7.41%	₹3,870.53 Cr
Kotak Focused Equity Fund Regular Growth	Equity	very high Risk	34.06%	₹3,187.12 Cr
Kotak NASDAQ 100 Fund of Fund Regular Growth	Equity	very high Risk	38.27%	₹3,007.74 Cr
Kotak Gilt Investment Fund Provident Fund and Trust Growth	Fixed Income	low to moderate Risk	5.93%	₹2,983.54 Cr
Kotak Gilt Investment Fund Growth	Fixed Income	low to moderate Risk	5.93%	₹2,983.54 Cr
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund Regular Growth	Fixed Income	moderate Risk	7.00%	₹2,784.31 Cr
Kotak India EQ Contra Fund Growth	Equity	very high Risk	50.70%	₹2,672.12 Cr
Kotak Dynamic Bond Regular Plan Growth	Fixed Income	moderately high Risk	6.56%	₹2,542.58 Cr
Kotak Business Cycle Fund Regular Growth	Equity	very high Risk	34.43%	₹2,373.33 Cr
Kotak Debt Hybrid Growth	Allocation	moderately high Risk	16.17%	₹2,360.78 Cr
Kotak Pioneer Fund Regular Growth	Equity	very high Risk	44.69%	₹2,250.46 Cr
Kotak Manufacture in India Fund Regular Growth	Equity	very high Risk	48.94%	₹1,812.52 Cr
Kotak Bond Growth	Fixed Income	moderate Risk	6.08%	₹1,810.7 Cr
Kotak Medium Term Regular Growth	Fixed Income	moderately high Risk	6.85%	₹1,756.87 Cr
Kotak Gold Fund Growth	Commodities	high Risk	18.42%	₹1,677.12 Cr
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Equity	very high Risk	56.89%	₹1,608.26 Cr
Kotak Multi Asset Allocator Fund of Fund - Dynamic Growth	Allocation	high Risk	31.42%	₹1,370.31 Cr
Kotak ESG Exclusionary Strategy Fund Regular Growth	Equity	very high Risk	31.69%	₹984.25 Cr
Kotak Global Innovation Fund of Fund Regular Growth	Equity	very high Risk	22.47%	₹955.8 Cr
Kotak Credit Risk Fund Growth	Fixed Income	moderately high Risk	7.20%	₹844.38 Cr
Kotak Banking & Financial Services Fund Regular Growth	Equity	very high Risk	23.38%	₹820.35 Cr
Kotak Quant Fund Regular Growth	Equity	very high Risk	0.00%	₹618.21 Cr
Kotak Nifty 50 Index Fund Regular Growth	Equity	very high Risk	25.64%	₹602.95 Cr
Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fd Regular Growth	Fixed Income	moderate Risk	6.48%	₹552.87 Cr
Kotak Consumption Fund Regular Growth	Equity	very high Risk	0.00%	₹508.35 Cr
Kotak Technology Fund Regular Growth	Equity	very high Risk	0.00%	₹303.02 Cr
Kotak Healthcare Fund Regular Growth	Equity	very high Risk	0.00%	₹284.18 Cr
Kotak Nifty SDL Jul 2033 Index Fund Regular Growth	Fixed Income	moderate Risk	6.79%	₹218.02 Cr
Kotak Nifty Next 50 Index Fund Regular Growth	Equity	very high Risk	63.64%	₹171.95 Cr
Kotak Nifty SDL Jul 2026 Index Fund Regular Growth	Fixed Income	low to moderate Risk	6.60%	₹116.83 Cr
Kotak Nifty 200 Momentum 30 Index Fund Regular Growth	Equity	very high Risk	0.00%	₹114.01 Cr
Kotak Global Emerging Market Fund Growth	Equity	very high Risk	13.34%	₹93.83 Cr
Kotak International REIT FOF Regular Growth	Equity	very high Risk	-3.22%	₹74.35 Cr
Kotak Long Duration Fund Regular Growth	Fixed Income	moderate Risk	0.00%	₹68.43 Cr
Kotak Nifty Smallcap 50 Index Fund Regular Growth	Equity	very high Risk	74.13%	₹49.55 Cr
Kotak Silver ETF Fund of Fund Regular Growth	Commodities	very high Risk	6.26%	₹20.38 Cr
Kotak Nifty AAA Bond Jun 2025 HTM Index Fund Regular Growth	Fixed Income	low to moderate Risk	0.00%	₹19.2 Cr
Kotak All Weather Debt Fund of Funds Regular Growth	Allocation	moderately high Risk	6.47%	₹18.5 Cr
Kotak Nifty G-Sec July 2033 Index Fund Regular Growth	Fixed Income	moderate Risk	0.00%	₹18.4 Cr
Kotak Nifty Financial Services Ex-Bank Index Fund Regular Growth	Equity	very high Risk	0.00%	₹15.94 Cr
Kotak Nifty SDL Jul 2028 Index Fund Regular Growth	Fixed Income	moderate Risk	0.00%	₹9.36 Cr
Kotak S&P BSE Housing Index Fund Regular Growth	Equity	very high Risk	0.00%	₹9.15 Cr

How can NRIs invest in Kotak Mahindra Asset Management Co Ltd?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

Complete your NRI KYC: Type in your personal details and attach supporting documents, like:

PAN Number
Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
Passport – front and back
Passport size photograph
signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Mahindra Asset Management Co Ltd

Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
City and country of birth
NRE/NRO bank account statement/ canceled cheque for the latest 3 months
Nominee details

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Kotak Mutual Fund for NRIs - Top Funds, AUM, Returns 2024