Kotak Funds Show Varied Returns, Statuses
Kotak Funds Show Varied Returns, Statuses
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Key Points
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Kotak Nifty 200 Quality 30 Index Fund was launched on July 14, 2025, and is managed by Satish Dondapati, Abhishek Bisen and Jeetu Valechha Sonar.
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Kotak Nifty Alpha Low-Volatility 30 Index Fund was incepted on June 17, 2026, is classified as an equity fund and is managed by Satish Dondapati, Jeetu Valechha Sonar and Abhishek Bisen.
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Kotak Special Opportunities Fund was incepted on June 29, 2024 and is managed by Devender Singhal and Abhishek Bisen; it is classified as an equity fund.
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The newly launched Kotak Multi-Sector Omni Fund’s new-fund offer was scheduled to run from Sept. 8 to Sept. 22, 2026, with units due for allotment on Sept. 28 and fresh subscriptions expected to open on Oct. 1 at the prevailing NAV.
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Kotak Ultra Short to Short Term Fund’s stated investment objective is to generate income through investments in low-duration debt and money-market securities, although the source says the scheme was not accepting fresh investments and that key performance and portfolio data were unavailable.
Kotak Mahindra Asset Management's equity funds delivered sharply different results as of September 18, 2026. The Kotak Special Opportunities Fund led with a one-year return of 16.96% and a NAV of ₹11.76, while the Kotak Nifty 200 Quality 30 Index Fund fell 6.78% over the same period with a NAV of ₹9.55. A third fund, the Kotak Nifty Alpha Low-Volatility 30 Index Fund, launched too recently to show meaningful historical returns.
Special Opportunities Fund Outperforms With Double-Digit Gains
The Kotak Special Opportunities Fund posted the strongest performance among Kotak's tracked equity offerings. According to Univest, the fund returned 16.96% annualized over one year and holds a NAV of ₹11.76 as of mid-September 2026. The fund was incepted on June 29, 2024 and is managed by Devender Singhal and Abhishek Bisen.
Nifty 200 Quality Index Fund Struggles With Negative Returns
The Kotak Nifty 200 Quality 30 Index Fund lagged significantly, posting a one-year annualized return of -6.78%. Univest reports the fund's NAV stood at ₹9.55 on September 18, 2026. Launched on July 14, 2025, the fund tracks an index strategy and is managed by Satish Dondapati, Abhishek Bisen and Jeetu Valechha Sonar.
New Low-Volatility Fund Too Young for Return Comparisons
The Kotak Nifty Alpha Low-Volatility 30 Index Fund lacks sufficient history for meaningful performance evaluation. Univest reports the fund was incepted on June 17, 2026—fewer than three months before the data snapshot—with a NAV of ₹9.98. The fund's managers are Satish Dondapati, Jeetu Valechha Sonar and Abhishek Bisen.
Kotak's New Multi-Sector Fund Preparing for Market Launch
Kotak launched a new Multi-Sector Omni Fund with its new-fund offer running from September 8 to September 22, 2026. Univest says units were scheduled for allotment on September 28, with fresh subscriptions set to open October 1 at the prevailing NAV. Meanwhile, the Kotak Ultra Short to Short Term Fund halted fresh investments, with key performance data unavailable according to Univest.
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