Kotak Mahindra Passive Funds
Updated November 2026 · 71 active funds · data from AMFI NAVs
Kotak Mahindra runs 71 passive mutual fund schemes tracked on FindMF. The table below ranks them on trailing return, alongside risk metrics and real expense ratios computed independently from AMFI NAVs. Use it to compare Kotak Mahindra's passive line-up like for like - it is analysis, not advice. For how every passive fund in India compares, see the full category page.
71% of the 31 funds here with a computed alpha beat their benchmark over the measured window (positive alpha). Past performance is not indicative; this is analysis, not advice.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Kotak US Specific Equity Passive FOF Kotak Mahindra | +18.79% | +26.77% | +16.86% | 0.64 | -29.1% | - | ₹3.7K Cr |
| 2 | Kotak Global Innovation Overseas Equity Omni FOF Kotak Mahindra | +11.52% | +21.37% | +7.13% | 0.13 | -40.0% | - | ₹600 Cr |
| 3 | Kotak Global Emerging Market overseas Equity Omni FOF Kotak Mahindra | +16.27% | +21.10% | +9.26% | 0.15 | -29.0% | - | ₹656 Cr |
| 4 | Kotak Nifty Next 50 Index Fund Kotak Mahindra | +6.12% | +17.76% | +11.68% | 0.41 | -26.3% | - | ₹905 Cr |
| 5 | Kotak Nifty Smallcap 50 Index Fund Kotak Mahindra | +12.59% | +16.52% | - | 0.75 | -25.0% | - | ₹177 Cr |
| 6 | Kotak Nifty Financial Services Ex - Bank Index Fund Kotak Mahindra | +1.48% | +15.60% | - | 0.36 | -17.1% | - | ₹95 Cr |
| 7 | Kotak Multi Asset Omni FOF Kotak Mahindra | +2.29% | +14.30% | +13.77% | 0.77 | -15.3% | - | ₹2.4K Cr |
| 8 | Kotak Nifty MNC ETF Kotak Mahindra | +2.72% | +12.61% | - | 0.23 | -23.6% | - | ₹41 Cr |
| 9 | Kotak Nifty Alpha 50 ETF Kotak Mahindra | +3.84% | +12.50% | - | 0.14 | -33.5% | - | ₹719 Cr |
| 10 | Kotak Nifty 100 Low Volatility 30 ETF Kotak Mahindra | -0.51% | +11.36% | - | 0.28 | -18.1% | - | ₹171 Cr |
| 11 | Kotak Nifty 50 ETF Kotak Mahindra | -0.71% | +10.36% | +8.32% | 0.25 | -16.5% | - | ₹3.2K Cr |
| 12 | Kotak International REIT Overseas Equity Omni FOF Kotak Mahindra | +2.81% | +10.22% | +2.65% | -0.18 | -25.5% | - | ₹101 Cr |
| 13 | Kotak Nifty 50 Index Fund Kotak Mahindra | -0.81% | +10.10% | +8.13% | 0.15 | -16.5% | - | ₹1.0K Cr |
| 14 | Kotak Nifty 200 Momentum 30 Index Fund Kotak Mahindra | -2.65% | +9.49% | - | 0.20 | -31.6% | - | ₹495 Cr |
| 15 | Kotak BSE Sensex ETF Kotak Mahindra | -1.62% | +9.04% | - | - | - | - | ₹25 Cr |
| 16 | Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund Kotak Mahindra | +5.80% | +7.52% | - | -0.46 | -3.6% | - | ₹7.0K Cr |
| 17 | Kotak Income Plus Arbitrage Omni FOF Kotak Mahindra | +5.38% | +7.50% | - | 0.09 | -1.0% | - | ₹7.6K Cr |
| 18 | Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund Kotak Mahindra | +4.85% | +7.37% | - | -0.01 | -0.6% | - | ₹545 Cr |
| 19 | Kotak Nifty G - Sec July 2033 Index Fund Kotak Mahindra | +3.38% | +7.34% | - | -0.06 | -2.9% | - | ₹22 Cr |
| 20 | Kotak BSE Housing Index Fund Kotak Mahindra | -6.12% | +7.20% | - | -0.03 | -26.6% | - | ₹14 Cr |
| 21 | Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund Kotak Mahindra | +3.68% | +7.18% | - | -0.26 | -3.2% | - | ₹3.4K Cr |
| 22 | Kotak Nifty SDL Jul 2026 Index Fund Kotak Mahindra | +5.59% | +7.12% | - | - | -0.3% | - | ₹100 Cr |
| 23 | Kotak Nifty SDL Jul 2033 Index Fund Kotak Mahindra | +3.59% | +7.11% | - | -0.08 | -2.6% | - | ₹195 Cr |
| 24 | Kotak Nifty 1D Rate Liquid ETF Kotak Mahindra | +5.02% | +4.20% | - | - | -0.1% | - | ₹1.6K Cr |
| 25 | Kotak Nifty IT ETF Kotak Mahindra | -8.84% | +3.82% | -0.00% | 0.10 | -41.9% | - | ₹401 Cr |
| 26 | Kotak CRISIL - IBX Financial Services 3 - 6 Months Debt Index Fund Kotak Mahindra | +6.67% | - | - | - | -0.2% | - | ₹344 Cr |
| 27 | Kotak CRISIL - IBX AAA Bond Financial Services Index Dec 2026 Fund Kotak Mahindra | +6.62% | - | - | - | -0.2% | - | ₹205 Cr |
| 28 | Kotak CRISIL - IBX Financial Services 9 to 12 Months Debt Index Fund Kotak Mahindra | +6.12% | - | - | - | -0.2% | - | ₹821 Cr |
| 29 | Kotak CRISIL - IBX AAA Financial Services Index Sep - 2027 Fund Kotak Mahindra | +5.79% | - | - | 0.09 | -0.4% | - | ₹582 Cr |
| 30 | Kotak Nifty AAA Bond Financial Services Mar 2028 Index Fund Kotak Mahindra | +5.15% | - | - | -1.45 | -0.5% | - | ₹265 Cr |
Ranked by trailing return (3Y where available, else 1Y) on funds with at least one year of history. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.