ANOMALY WEALTHMutual Fund Intelligence Data throughAug 2026 Trade Intelligence ↗

Fund house · Apr–Jun 2026

Kotak Mahindra Mutual Fund

KOTAK Average AUM Apr–Jun 2010 – Apr–Jun 2026

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Average AUM · Apr–Jun 2026 5.90 lakh Cr AAUM change on the quarter +1.6%, incl. market movement
Market share 7.10% -0.10 pp on a year ago
Rank 5of 51 5 a year ago
Share change · quarter -0.02 pp Previous quarter 7.12%
Direct plans 48.1% of non-ETF average assets

Official AMC-level net-flow data is not available from the validated source. AUM movement includes both investor flows and market movement. Every figure on this page is an asset figure.

Average AUM and market share

65 quarters · AMFI fund-wise average AUM

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Where its assets are

Category families · Apr–Jun 2026

Category familyAverage AUMShare of this AMCShare of categoryRank in category
ArbitrageHybrid 70,955 Cr 11.6% 21.2% 1 of 39
Mid CapEquity 64,136 Cr 10.5% 13.3% 2 of 33
Flexi CapEquity 54,857 Cr 9.0% 9.8% 3 of 45
LiquidDebt 44,350 Cr 7.3% 6.6% 6 of 42
ETFs (incl. gold & silver)Passive 33,477 Cr 5.5% 2.9% 7 of 28
Money MarketDebt 32,331 Cr 5.3% 10.2% 3 of 27
Large & Mid CapEquity 30,228 Cr 5.0% 9.0% 3 of 34
Multi CapEquity 25,937 Cr 4.3% 11.3% 2 of 32
Sectoral & ThematicEquity 24,419 Cr 4.0% 4.6% 7 of 38
Fund of Funds (domestic)Fof Domestic 19,101 Cr 3.1% 8.7% 5 of 27
Small CapEquity 17,608 Cr 2.9% 4.4% 8 of 36
Index fundsPassive 17,555 Cr 2.9% 5.3% 8 of 30
Balanced Advantage / Dynamic Asset AllocationHybrid 17,125 Cr 2.8% 5.3% 4 of 36
Corporate BondDebt 16,128 Cr 2.6% 8.8% 5 of 21
Ultra Short TermDebt 15,925 Cr 2.6% 12.6% 3 of 26
Short TermDebt 15,682 Cr 2.6% 14.3% 2 of 24
Ultra Short to Short TermDebt 14,531 Cr 2.4% 11.1% 3 of 25
Multi Asset AllocationHybrid 13,629 Cr 2.2% 6.5% 4 of 34
Large CapEquity 10,576 Cr 1.7% 2.6% 10 of 35
Equity SavingsHybrid 10,023 Cr 1.6% 18.8% 2 of 24
OvernightDebt 8,755 Cr 1.4% 7.0% 6 of 37
Aggressive & Balanced HybridHybrid 8,650 Cr 1.4% 3.4% 7 of 31
Fund of Funds investing overseasFof Overseas 7,045 Cr 1.2% 15.3% 3 of 19
ELSS (Tax Saver)Equity 6,071 Cr 1.0% 2.5% 14 of 38
Value & ContraEquity 5,158 Cr 0.8% 2.4% 11 of 26
Banking and PSU DebtDebt 5,074 Cr 0.8% 6.7% 7 of 20
FocusedEquity 4,109 Cr 0.7% 2.4% 11 of 28
Floating Interest RatesDebt 3,277 Cr 0.5% 6.4% 5 of 12
Conservative HybridHybrid 2,886 Cr 0.5% 9.8% 5 of 17
Dynamic TermDebt 2,409 Cr 0.4% 7.6% 4 of 22
GiltDebt 2,349 Cr 0.4% 7.3% 3 of 23
Medium to Long TermDebt 1,842 Cr 0.3% 13.5% 4 of 14
Medium TermDebt 1,831 Cr 0.3% 7.2% 6 of 13
Credit RiskDebt 742 Cr 0.1% 3.6% 6 of 14
Dividend YieldEquity 228 Cr 0.0% 0.7% 11 of 11
Long TermDebt 81.93 Cr 0.0% 0.6% 7 of 11

By AMFI’s current scheme category. “Share of category” is this fund house’s part of the whole industry’s average AUM in that category family; top-three positions are highlighted.

Asset-class mix

Share of this fund house’s average AUM

QuarterEquityDebtHybridPassive
Apr–Jun 202639.9%27.2%20.2%8.4%
Jan–Mar 202639.0%28.0%20.3%8.8%
Oct–Dec 202539.9%28.5%20.5%7.8%
Jul–Sep 202539.6%30.1%20.7%7.0%
Apr–Jun 202539.3%30.8%20.7%7.2%
Jan–Mar 202539.6%31.3%20.5%6.8%
Oct–Dec 202441.5%30.9%19.7%6.3%
Jul–Sep 202442.3%30.5%19.4%6.2%
Apr–Jun 202441.3%31.4%19.0%6.5%
Jan–Mar 202440.4%33.1%18.3%6.4%
Oct–Dec 202339.1%35.5%17.0%6.5%
Jul–Sep 202338.1%38.7%14.6%6.6%
Apr–Jun 202336.1%41.0%13.9%7.1%
Jan–Mar 202335.7%41.2%14.7%6.5%
Oct–Dec 202235.8%41.2%14.9%6.3%
Jul–Sep 202233.8%43.4%15.7%5.5%
Apr–Jun 202231.1%47.0%15.7%4.7%
Jan–Mar 202230.8%48.0%15.1%4.6%
Oct–Dec 202130.2%49.4%14.7%4.2%
Jul–Sep 202129.0%51.2%14.6%4.0%

This fund house’s monthly portfolios are not in the holdings dataset, so no disclosed equity holdings are shown.