Kotak Mutual Fund
Overview
Kotak Mutual Fund is an Indian asset management company and a wholly-owned subsidiary of Kotak Mahindra Bank Limited (KMBL). It offers mutual fund and portfolio management services under SEBI regulations. The company provides a variety of schemes catering to investors with different risk appetites, investing primarily in AAA and AA rated companies.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| SBI Life Insurance | Sep 2017 | IPO | Co-investor |
| PolicyBazaar | Nov 2021 | IPO | Co-investor |
| Licious | Mar 2022 | Series F Extension | - |
| Jana Small Finance Bank | Feb 2024 | IPO | Lead |
| Healthians | Nov 2019 | Series B | - |
For institutional investors. Book with your work email.
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Kotak Mutual Fund based?
Kotak Mutual Fund is headquartered in Mumbai, Maharashtra, India.
When was Kotak Mutual Fund founded?
Kotak Mutual Fund was founded in 1998.
How many portfolio companies does Kotak Mutual Fund have?
Kotak Mutual Fund has 7 portfolio companies in Caplight's dataset.
What are some companies in Kotak Mutual Fund's portfolio?
Portfolio companies visible on Caplight include SBI Life Insurance, PolicyBazaar, Licious, Jana Small Finance Bank, Healthians.
What was Kotak Mutual Fund's most recent investment shown here?
Kotak Mutual Fund's most recent investment in this portfolio sample was in Jana Small Finance Bank in 2024.
What sectors does Kotak Mutual Fund focus on?
Kotak Mutual Fund focuses on FinTech, Consumer & Commerce, FinTech, Frontier & Industrial Tech, Healthcare & Life Sciences, FinTech, Healthcare & Life Sciences, Enterprise Software, Consumer & Commerce, Consumer & Commerce.
What company stages does Kotak Mutual Fund focus on?
Kotak Mutual Fund typically invests at the MultiStage stage.
What is Kotak Mutual Fund's AUM?
Kotak Mutual Fund's assets under management are estimated between $10.0B and $100.0B.