We all have different ideas while investing. Whether you want to create wealth or preserve it, whether you’re looking at capital appreciation or your long-term goals, you’ll find all the right answers with our mutual funds.
Our team of seasoned analysts study all the mutual funds available in the market to help you choose the best mutual fund investment
From mutual fund portfolio quality to market trends, we study everything that matters before investing in mutual funds
Get a single statement for all your investments in mutual funds, fixed deposits, demat holdings, life insurance and more
Our mutual fund investment specialists are there at every step of the way, with solutions that work best for you.
With quick access to your entire mutual fund portfolio and more, we help you stay focused on the bigger picture
With a dedicated manager at your service, managing your mutual fund portfolio and investing in mutual funds is a lot easier
Mutual fund (MF) is a mechanism for pooling money by issuing units to the investors and investing funds in securities in accordance with objectives disclosed in the offer document.
Investments in securities are spread across a wide cross-section of industries and sectors and thus the risk is diversified because all stocks may not move in the same direction in the same proportion at the same time. Mutual funds issue units to the investors in accordance with the quantum of money invested by them. Investors of mutual funds are known as unitholders.
Investors in proportion to their investments share the profits or losses. Mutual funds normally come out with a number of schemes, which are launched from time to time with different investment objectives. A mutual fund is required to be registered with the Securities and Exchange Board of India (SEBI) before it can collect funds from the public.
Purchase - Login to your Net banking account, select the investment tab and proceed with the purchase option. Select category of scheme eg. Equity or Debt.
For mobile banking investors, you need to login to your mobile banking app, select investment option and then purchase the mutual fund.You can also visit the nearest branch if you need assistance in investing in Mutual funds.
Redeem - Login to your Net banking account, select investment tab, and proceed with the redemption option for the required fund transaction.
For mobile banking investors, you need to login to your mobile banking app, select investment option, then select redemption option.
You can also visit the nearest branch if you need assistance to redeem your funds.
An SIP allows an investor to invest regularly. One puts in a small amount every month that is invested in a mutual fund. An SIP allows one to take part in the stock market without trying to second-guess its movements
An Investment Horizon refers to the length of time that an investor is willing to hold the portfolio for. Investment horizon can be classified as following
Know Your Client (KYC) registration is mandatory for all investor as per SEBI guidelines. KYC is being centralized through KYC Registration Agencies (KRAs) registered with SEBI. With this, each investor has to undergo the KYC process only once in the securities market and the details would be shared with other intermediaries by the KRAs.
Providing security to your family at all times is one of the primary goals you may have set. Kotak helps you get a step closer to this goal by providing life insurance that suits your needs.