Kotak Funds - India Midcap Fund
Mid Cap Strategy
Kotak Funds - India Growth Fund
Multi Cap Strategy

Monthly Outlook – March 2025

Discover the key market shifts shaping India in March 2026 — from sector rotations and AI‑driven IT corrections to resilient growth, stable inflation, renewed foreign flows, and evolving trade dynamics. Read the latest Monthly Outlook for deeper insights.

Uinion Budget FY 2027

India’s Union Budget FY27 underscores fiscal discipline, investment‑led growth, and reform continuity — key signals global investors track closely. It highlights macro stability, strong capital expenditure, sectoral momentum, and consistent policy direction in a challenging global environment.

Annual Outlook 2026

The Annual Outlook 2026 examines the transition from macro reset to renewed alignment. It brings together insights on policy direction, earnings recovery, capital flows, and global dynamics — offering a structured lens to assess risks, opportunities, and India’s positioning in the year ahead.

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