Kotak Mahindra Mutual Fund launches Kotak Balanced Advantage Fund

Mutual Fund
Jul 16, 2018 by Advisorkhoj Team | Mutual Fund | 26 Downloaded

NFO period: 13th July – 27th July, 2018

Highlights of the NFO:

  • Scheme type – An open ended dynamic asset allocation fund

  • Investment objective – The investment objective of the scheme is to generate capital appreciation by investing in a dynamically balanced portfolio of equity & equity related securities and debt & money market securities. There is no assurance or guarantee that the investment objective of the scheme will be achieved.

  • Product suitability – The product is suitable for investors who are seeking wealth creation over a long period of time by investing in equity, equity related securities & debt, money market instruments while managing risk through active allocation.

  • Minimum Application Amount – First investment Rs. 5,000/- and in multiple of Rs. 1/- thereafter

  • Plan/ Options available – Regular Plan and Direct Plan having Growth Option and Dividend (Payout and Reinvestment) Option.

  • Fund Managers –

    • Mr. Deepak Gupta & Mr. Harish Krishnan are the fund managers of equity and equity related instruments

    • Mr. Abhishek Bisen is the fund managers of investments in debt and money market instruments

    • Mr. Arjun Khanna for foreign securities

  • Benchmark – Nifty 50 Hybrid composite debt 50:50 Index

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

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