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Kotak Mahindra Mutual Funds

Kotak Mahindra Mutual Funds

About This AMC

Kotak Mahindra Asset Management Company Limited (KMAMC) is a public limited company registered under the Companies Act, 1956 on August 2, 1994. It serves as the asset manager for Kotak Mahindra Mutual Fund (KMMF) and operates as a wholly-owned subsidiary of Kotak Mahindra Bank Limited (KMBL).

Kotak Mahindra Mutual Fund, established in December 1998, holds the distinction of being the first AMC to introduce a dedicated gilt fund, focusing solely on Government securities.

Kotak Mahindra Mutual Fund has been consistently among the largest mutual funds in terms of AUM (Assets Under Management).

Leading the way at Kotak AMC is Nilesh Shah, serving as the Managing Director. Harsha Upadhyay is the CIO (Chief Investment Officer) on the equity side and also manages Kotak Flexi Cap Fund, one of the largest mutual fund schemes in India (₹40,000+ crore)

As of February 2024

Schemes

123

AUM

₹5,10,238 Cr

AUM growth

-₹2,347 Cr

Fund managers

24

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Top Kotak Mahindra Fund Managers

₹1,30,199 Cr

AUM

56

Schemes

₹47,093 Cr

AUM

29

Schemes

₹86,982 Cr

AUM

4

Schemes

₹3,977 Cr

AUM

4

Schemes

SK

Shibani Kurian

₹12,373 Cr

AUM

6

Schemes

HU

Harsha Upadhyaya

₹87,371 Cr

AUM

6

Schemes

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All about Kotak Mahindra Mutual Funds

Key Information

Mutual fund nameKotak Mahindra Mutual Fund
AMC Setup Date23 June 1998
AMC Incorporation Date5 August 1994
Sponsor nameKotak Mahindra Bank Limited
Trustee organisationKotak Mahindra Trustee Co. Ltd.
ChairmanMr. Uday Kotak
CIOMr. Harsha Upadhyaya (E) and Ms. Lakshmi Iyer (D)
MD and CEOMr. Nilesh Shah
Compliance OfficerMs. Jolly Bhatt
Investor Service OfficerMs. Sushma Mata

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