Mutual Funds (MFs) are an investment vehicle that pools money from various investors, and invests the pooled money in a portfolio of various asset classes like stocks, bonds and gold etc. These funds are managed by qualified experienced professionals.

For you as an investor, you are allotted units of the particular MF scheme you select to invest, in proportion, to the money invested by you. All such units are valued as per the NAV (Net Asset Value), after deducting certain expenses related to the MF scheme. Your gain/ loss in any particular MF scheme is calculated on the basis of the then prevailing NAV.

Want to invest in top Mutual Funds?

Choose among our top MF Picks. Scheme Returns as on 6th July 2021

Axis Bluechip Fund

Returns (CAGR %) as on 20th May, 2021

1 year CAGR

43.43

3 years CAGR

15.34

Asset

Equity

Category

Large Cap

Kotak Emerging Equity Fund

Returns (CAGR %) as on 20th May, 2021

1 year CAGR

79.17

3 years CAGR

20.00

Asset

Equity

Category

Mid Cap

Mirae Asset Large Cap Fund

Returns (CAGR %) as on 20th May, 2021

1 year CAGR

48.99

3 years CAGR

15.47

Asset

Equity

Category

Large Cap

DSP Midcap Fund

Returns (CAGR %) as on 20th May, 2021

1 year CAGR

58.40

3 years CAGR

17.66

Asset

Equity

Category

Mid Cap

Note *Mutual Funds are recommended after a detailed quantitative as well as qualitative assessment of various parameters which affects the performances of schemes like NAV based movement, fund manager’s performances, risk factors, etc. Past performance is not indicator of future performance

New Fund Offer (NFO)

New Fund Offer (NFO) is the first time subscription offer for a new scheme launched by the Asset Management Companies (AMCs) for a stipulated period of time at a certain offer price. After the NFO period, investors can take exposure in these funds only at the prevailing NAV (Net Asset Value).

Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund

Returns (CAGR %) as on 20th May, 2021

Open Date

15 September 2021

Close Date

23 September 2021

Mutual Fund

Aditya Birla Mutual Fund

ICICI Prudential PSU Bond plus SDL 40:60 Index Fund - Sep 2027

Returns (CAGR %) as on 20th May, 2021

Open Date

16 September 2021

Close Date

27 September 2021

Mutual Fund

ICICI Prudential Mutual Fund

HDFC Developed World Indexes Fund of Funds

Returns (CAGR %) as on 20th May, 2021

Open Date

17 September 2021

Close Date

01 October 2021

Mutual Fund

HDFC Mutual Fund

ICICI Prudential Fixed Maturity Plan - Series 88 - 1828 Days Plan A

Returns (CAGR %) as on 20th May, 2021

Open Date

22 September 2021

Close Date

23 September 2021

Mutual Fund

ICICI Prudential Mutual Fund

How to invest?

01

Login with your credentials

02

Click on Mutual Funds & start investing.

03

Alternately Place Order > Mutual Funds > Purchase / SIP

Or Click Here

Dashboard

Why invest in Mutual Funds?

Mutual Funds are said to be one of the simplest form for diversified investments. Below mentioned are the significant advantages of investing in mutual funds:

Professionally Managed

Your funds are managed by qualified experienced Professionals / Fund Managers.

Dashboard

Diversification

Funds are invested in diversified asset classes which stabilizes risk & returns.

Disciplined Investing

SIP investments in Mutual Funds foster a disciplined approach to investing.

Dashboard

Low Investment Threshold

You can start investing in Mutual Funds with small amounts of as low as Rs. 500

Dashboard

Liquidity

Transacting in Mutual Funds is as easy as trading in stocks on any market day. You can Buy/ Sell units from your MF trading platform Live.

Dashboard

Save Taxes

Investing in ELSS (Equity Linked Saving Schemes) can help you save taxes.

Why Invest in MF through Kotak Securities?

Seamless Order Placement – Invest Lumpsum or start an SIP
Portfolio Tracker – Simplified / Quick overview of all your holdings
Investment Calculator – Helps you assess your investment need
Top Performers & Handpicked collections - To ease your investment choice

Frequently Asked Questions

  • How can I check my Mutual Funds Order Status?

    Simply view the Order Book Report in the Reports Section – You will also receive an emailer communication on your registered email id on your order placed – on placing the order you will also be taken to an Order Acknowledgement Page

  • What are the pre-requisites for a Mutual Fund Investment?

    • You need to have an Online trading account with Kotak Securities Ltd.
    • Your online trading account needs to be activated for investing in Mutual funds
  • What should I do to activate my account for Mutual Funds?

    Step 1 - You need to comply with Mutual funds KYC Norms. For more details please refer to Question number 3 below.

    Step 2 - You need to accept the disclaimer & terms/conditions displayed at following location on Website

    Your acceptance of above notices is considered as your activation request for Mutual funds and your account will be activated for Mutual funds investment in 4-5 working days.

  • What is Mutual Funds KYC and how do I get it registered?

    Pursuant to SEBI circular dated 12th August 2010 on updation of investor related documents & SEBI circular dated 12 February 2010 on Anti money laundering norms, Asset management companies have mandated that all customers investing in mutual funds need to comply with the 'Know your Customer' (KYC) requirements for mutual funds, irrespective of the investment amount. You need to download and fill-up the KYC application form (available on www.cvlindia.com > download), support it with required proofs and submit it to nearest point of service appointed by CDSL Venture Limited (list of POS is available on www.cvlindia.com) The updated list is available on www.cvlindia.com website.

    For your information Kotak Securities Ltd. is one of the Point of Service agents for KYC registrations.