• Kotak Mutual Fund

    Kotak Mahindra Bank is the 4th largest private sector bank in India in terms of market capitalization. It has been rated 245th among the world’s top 500 banks, with a brand value of US$ 481 million and has a brand rating of AA+.

    Kotak Mahindra Mutual Funds has Rs. 41,337.85 crore assets under management and has over 40 mutual fund schemes to choose from.

    Kotak Equity Funds

    Equity funds (or growth funds) invest over 65% of their corpus in stocks, equities and equity-related securities of companies – effectively making the investor a part owner of all the securities in the fund’s portfolio. The objective of these funds is long-term capital appreciation and involves a high level of risk, with the highest potential rewards.

    Kotak Mahindra has a range of equity funds on offer with varying levels of risk, different proportions of funds being invested in equities and equity-related securities. There are also funds on offer which grant tax saving benefits and those which utilize the potential of arbitrage investments. The various different funds also differ based on the kind of companies that will be invested in – small companies with little capital to huge multinational conglomerates. There are also funds that invest solely in infrastructure and development.

    Kotak Debt Funds

    A debt fund is set up with the primary objective of generating stable income returns and preservation of capital. A large portion of the corpus is invested in fixed-income securities like government securities (GILTS), corporate debentures and money market instruments. These funds are far less volatile than equity funds, but also deliver substantially lower rewards. There is safety of capital, but only moderate growth.

    Kotak Mahindra has a huge variety of debt funds to choose from, from short term monthly income plans to highly liquid schemes which invest in debt securities with quick maturity dates. There are also GILT investments which invest in sovereign securities issued by the Central and/or State governments which offer risk free returns. The risk level for most or all of these funds is medium and low and they offer short term liquidity and safety with moderate investment growth.

    Kotak Balanced Funds

    These funds invest in both, equities and fixed income instruments in accordance with pre-determined investment objectives. Effectively, they provide the stability of returns and appreciation of capital to investors. The general investment pattern is 60% in equity and 40 in debt.

    By combining the safety of investing in debt-securities and the high reward potential of investing in equities, Kotak Mahinda has a balanced fund on offer called Kotak Balance.

    Kotak Asset Allocator Fund

    The investment objective of this fund is to generate long-term capital appreciation through investments in specific open-ended equities and debt schemes of Kotak Mahindra Mutual Fund.

    Kotak Gold Fund

    The investment objective of this scheme is to generate returns through investments in units of Kotak Gold Exchange Traded Fund.

    Why invest with Kotak Mahindra’s Mutual Funds?

    • Kotak has a huge value of assets under management and your investments are being handled by the best fund managers and professionals.
    • Diverse investment options based on risk appetite and term of capital appreciation required.
    • Investments predominantly in AA and AAA rated companies.
    • Gives tax benefits under Sec 80C of the Income Tax Act, 1961.
    • Finds debt securities and low-volatility investments to maximise safety.

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    News About Kotak Mahindra Bank Mutual Fund

    • Small Fund houses not behind when it comes to paying high remuneration to their CEO’s

      Top executives of small fund houses like IDFC MF, Kotak Mahindra MF, and Invesco MF are enjoying higher paychecks than their peers of larger fund houses. Though the Assets Under Management (AUM) of Invesco only recorded Rs.26,203 crore in its fourth quarter, its CEO, Saurabh M Nanavati drew a salary of Rs.7.5 crore in 2017-18. The salary of the CEO of IDFC MF, Vishal Kapoor, on the other hand, was hiked to 2.8 times during the same period.

      The CEO of ICICI Prudential Mutual Fund, the largest fund house in India, Nimesh Shah draws only Rs.5.4 crore as remuneration despite the AUM of the company standing at more than Rs.3 lakh crore during the fourth quarter of FY2018. Prashant Jain, the CIO of HDFC Mutual Fund, remains to be the highest paid executive in the mutual fund industry.

      22 May 2018

    • Kotak Mutual Fund open to inorganic growth: CIO Lakshmi Iyer

      With its average Assets Under Management (AUM) doubling over the last 2 years, Kotak Mutual Fund (KMF) is now ready to embrace inorganic growth. This statement was made by Lakshmi Iyer, CIO of Kotak Mahindra Asset Management Company in response to a query on if the firm will choose an inorganic route to scale up its business. She further revealed that at the moment there is no such proposal and that the emphasis of the fund house is not to just chalse AUMs but to grow the equity and debt sides of the business. On the basis of AUM, Kotak Mutual Fund is ranked 7th in the mutual fund market and in the SIPs, its market share is little below 10%.

      16 May 2018

    • India Growth Fund Series II introduced by Kotak Mahindra Mutual Fund

      Kotak Mahindra Mutual Fund launched their latest product called the India Growth Fund Series II this is growth scheme which is close ended. The new fund offer opened on 22nd September and closes on 6th October, with a minimum subscription of Rs. 5,000 there will be no entry or exit load with this scheme. The objective of the scheme is to capital appreciation generation from equity & equity related instruments

      25 September 2015

    • New scheme launched by Kotak Mahindra MF

      Kotak Mahindra Mutual Fund introduced a new close-ended scheme i.e. the Kotak Capital Protection Oriented Scheme – Series 1. This is an income scheme, the NFO for which will be open between Sept.7 – 21. Investments will be target protection of capital by largely investing in very safe debt securities and a small portion in equity.

      Key features of this scheme are the absence of loads on entry or exit from the scheme and a minimum investment of Rs.5,000 for first-time purchase of units. The scheme’s performance will be benchmarked against the following indices – CRISIL Composite Bond Fund Index and CNX Nifty.

      10 September 2015

    • New FMP from Kotak Mahindra Mutual Fund

      Kotak Mahindra Mutual Fund launched a new income scheme called the Kotak FMP Series 179. This is a fixed income scheme that aims to get returns by investing in the debt and money market. The instruments so invested in will be those with maturities that either match the fund’s maturity or are less than the fund’s maturities.

      The NFO for this scheme will remain open from Sept.9 2015 until September 12, 2015. Initial investments will have to be Rs.5,000.

      Managed by Deepak Agarwal, the fund’s performance will be benchmarked against the CRISIL Composite Bond Fund Index.

      10 September 2015

    GST rate of 18% applicable for all financial services effective July 1, 2017.

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