Kotak Mutual Fund Annual Outlook 2026: Structural Trends to Drive Earnings Growth

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Goa: Kotak Mahindra Asset Management Company Ltd (“KMAMC”/ “Kotak Mutual Fund”) today released its Market Outlook 2026, offering a comprehensive view of the macroeconomic environment and key investment themes expected to shape India’s financial markets in the coming year. The report underscores opportunities across equities, fixed income, and thematic sectors, while highlighting global and domestic trends that investors should watch closely.

Nilesh Shah, Managing Director, Kotak Mahindra AMC, said, “Equity returns in FY2026 are likely to be anchored in earnings growth, with India Inc expected to deliver double

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