Kotak Diversified Equity All Cap Omni FOF: Exposure to multiple investment strategies

Kotak Mutual Fund has launched an NFO, Kotak Diversified Equity All Cap Omni FOF. This open ended fund of fund scheme will invest in equity oriented active and passive mutual fund schemes based on varied market caps. Different market cap segments or combination of market cap segments have different risk return profile and can outperform / underperform each other in different market phases. Kotak Diversified Equity All Cap Omni FOF can help investors with efficient portfolio allocation, optimize risk-return and portfolio rebalancing. The NFO opened for subscription on 5^th August and will close on 19^th August.

Case for diversification across market caps

• Winners rotate across market cap segments (see the chart below). It is difficult to predict which market cap will outperform in a particular year.
  
  

  

  Source: NSE, Advisorkhoj Research, as on 31^st July 2026. Large cap is represented by Nifty 100 TRI, midcap by Nifty Midcap 150 TRI and small cap by Nifty Small Cap 250 TRI



• Different market cap segments react differently in market pullbacks. Diversification across market cap segments can reduce portfolio volatility.
  
  

  

  Source: NSE, Advisorkhoj Research, as on 31^st July 2026. Nifty 100 TRI represents large cap; Nifty Midcap 150 TRI represents midcap; Nifty Small Cap 250 TRI represents small cap



• Importance of diversified market cap allocation due to evolving market structure.
  
  

  

  Source: Bloomberg, Kotak Institutional Equities, Data for FYTD2027 is as of July 23, 2026, | data is as per Financial Year| The Index names mentioned do not constitute any kind of recommendation and are for information purpose only| FY - Financial Year| Others includes microcap and rest other index. | Nifty 50 - Nifty 50 Index, Nifty Next 50 - Nifty Next 50 Index, Nifty Midcap 150 - Nifty Midcap 150 Index, Nifty Small Cap 250 - Nifty Small Cap 250 Index

  
  

  

Kotak Diversified Equity All Cap Omni FOF

Why invest in Kotak Diversified Equity All Cap Omni FOF

Indicative list of underlying schemes

Who may find Kotak Diversified Equity All Cap Omni FOF suitable?

• Investors seeking capital appreciation over long investment horizon


• Investors looking for professionally managed portfolio allocation


• Investors seeking a blend of active and passive funds


• Investors looking to optimize risk-adjusted returns


• Investors should have very high risk appetites for this scheme


• Investors should have minimum 5 year investment horizon for this scheme

Investors should consult with their financial advisors or mutual fund distributors if Kotak Diversified Equity All Cap Omni FOF is suitable for their investment needs.