Download Kotak Mutual Fund Statement

Hi Vivek, For the mutual fund investments in demat form, the AMCs generally are not able to generate and send you the statement. Even, when you enter your folio details on their website you would get an error saying that the folio or PAN does not...

To invest in Kotak Mutual Fund's schemes through the company website, log in using your unique id and password. If you are a new investor, register yourself on the Kotak Mutual Fund's website using the required KYC documents. However, if you plan to invest in various mutual fund schemes from multiple fund houses, doing so through their respective websites can be tedious, as you will have too many accounts to handle.

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So, the simplest and most cost-effective method to invest in Kotak Mutual Fund's schemes (or any other) is through the ET Money platform. Once you register and obtain your unique login credentials, you can invest in various mutual fund schemes and track all your investments in one place.

As a company, Kotak Mutual Fund is one of the largest AMCs in India. But, as far as safety is concerned, it will depend on how you define it. Since mutual funds are market-linked investments, no AMC can guarantee the safety of capital. What you can do is evaluate carefully and choose a fund that suits your requirement.

Returns from mutual funds are taxed as per short-term and long-term capital gains. It depends on the type of mutual fund and your investment period. The table below depicts the taxation rates for returns from mutual fund schemes:

If you wish to discontinue your ongoing SIP with any Kotak Mutual Fund?s scheme, you must visit the mutual fund?s official website or the online investing portal you used to create the SIP mandate. Log in to your account and select the investment you wish to cancel. Follow the instructions to stop the SIP. You can also visit the AMC branch and submit a request to discontinue the SIP.

On the website, hover on the profile icon on the top right after signing up. Select the option "Track external mutual funds". Complete the process, and you can see your portfolio on the ET Money platform. This is a one-time process. Every time you want to track or check your portfolio, log onto ET Money, which will display a dashboard showing your entire portfolio and its performance.

On the website, hover on the profile icon on the top right after signing up. Select the option \"Track external mutual funds\". Complete the process, and you can see your portfolio on the ET Money platform. This is a one-time process. Every time you want to track or check your portfolio, log onto ET Money, which will display a dashboard showing your entire portfolio and its performance.

Our user-friendly platform simplifies the KYC verification, allowing you to access Kotak Mutual Funds swiftly and efficiently. Your financial goals are now well within reach. In just 48-72 business hours, your KYC process will be completed, and you can embark on your mutual fund journey.

Effective 1st February 2021, closing NAV of the day when fund is available for utilization shall be applicable for purchase of mutual fund units (including for systematic transactions registered prior to 1st February 2021 also) irrespective of scheme category or investment amount. 17dc91bb1f