Kotak Mahindra Mutual Fund launches Kotak Focused Equity Fund

Mutual Fund
Jun 25, 2019 by Advisorkhoj Team | Mutual Fund | 3 Downloaded

NFO period: 25th June – 09th July, 2019

Highlights of the NFO:

  • Scheme type – An open ended equity scheme investing in maximum 30 stocks in large-cap, mid-cap and small-cap category

  • Investment objective – The investment objective of the scheme is to generate long term capital appreciation/income by investing in equity & equity related instruments across market capitalization of up to 30 companies. However, there is no assurance that the objective of the scheme will be realized.

  • Product suitability – The product is suitable for investors who are seeking long term capital growth by investing in equity & equity related securities across market capitalisation in maximum 30 stocks.

  • 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 Option (Payout and Reinvestment).

  • Fund Managers – Ms. Shibani Kurian, Mr. Harish Krishnan and Mr. Arjun Khanna

  • Benchmark – Nifty 200 TRI

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

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