Mutual Funds (MF)


Begin your Mutual Funds investment journey with the goal of growing wealth through SIPs (Systematic Investment Plan) or Lumpsum investments.

Investing in Mutual Funds in India


Mutual Funds (MFs) serve as an investment vehicle that brings together funds from various investors and uses the pooled funds to invest in a diverse portfolio of assets, including stocks, bonds, and gold, managed by experienced professionals. As an investor, you are allocated units of the chosen MF scheme in proportion to your investment. The value of these units is determined by the NAV (Net Asset Value) after deducting relevant expenses. Your potential gain or loss in a particular MF scheme is calculated based on the prevailing NAV.

How does a mutual fund operate?



  • A mutual fund is established by the Sponsor or Promoter, with an asset management company (AMC) appointed to supervise and manage the fund's portfolios.
  • Investors invest money in a mutual fund scheme in return for units. Some fund units are available only during a New Fund Offering, while others can be purchased at any time.
  • Funds collected from a pool of investors are used to buy stocks, bonds, money-market instruments, government securities, ETFs, gold, and other assets, as detailed in the scheme's prospectus.
  • The AMC typically charges a nominal fee for managing the assets.
  • The portfolio is overseen by the AMC, which regularly trades assets. Any profits made are distributed among the investors as dividends.

What are the offerings of Kotak Securities?


  • Buy and sell mutual funds conveniently online.
  • Stay updated on your mutual funds with monthly reports.
  • Easily connect your mutual fund scheme with your bank account.
  • Explore systematic investment plan options for more information.
  • Enjoy zero transaction charges or fees on your investments.
  • Receive transaction updates via SMS.

How can I start investing?


  • Sign in with your login information
  • Select Mutual Funds and begin your investment journey.
  • Alternatively, go to Place Order > Mutual Funds > Purchase / SIP

What makes Mutual Funds worth investing in?

Professionally Managed:

Your funds are overseen by skilled and experienced professionals/fund managers.

Diversification:

Investments are spread across various asset classes to mitigate risk and optimize returns.

Investing with Discipline:

Systematic Investment Plans (SIP) in Mutual Funds promote a disciplined approach to investing.

Accessible Investment Opportunity:

Begin your Mutual Funds investment journey with as little as Rs. 500.

Liquidity:

Buying and selling units in Mutual Funds is just as convenient as trading stocks on any regular market day. You can easily transact on your MF trading platform in real-time.

Minimize Tax Burden:

Opting for ELSS (Equity Linked Saving Schemes) can aid in reducing your tax liabilities.

What are the benefits of investing in mutual funds through Kotak Securities?

Effortless Order Placement:

Choose to invest a lump sum or start an SIP

Portfolio Monitoring:

Streamlined snapshot of your entire investment portfolio

Investment Calculator:

Assists in evaluating your investment requirements

Top Performers & Handpicked collections:

Simplifying your investment decisions

DID YOU KNOW? As an NRI/OCI, you can invest in IPOs, Mutual Funds and purchase Shares, ETFs or convertible debentures of an Indian company through stock exchanges. All it takes is linking your NRO or NRE account to an active NRI Demat account in India on a repatriable or non-repatriable basis, based on your requirements. Click here to learn more about NRI 3-IN-1 Account

OPEN YOUR NRI ACCOUNT NOW!

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Non Resident Indian (NRI) / Overseas Citizen of India (OCI)


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