Kotak Mutual Fund launched new fund offer Kotak Equity Saving Fund- Open ended Equity scheme. The NFO Opens for subscription on 17 Sep. 2014 & closes on 01 Oct. 2014.  No entry load will be applicable for the scheme.

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[wptabtitle] Scheme Details[/wptabtitle] [wptabcontent]Key Scheme Feature 

Scheme NameKotak Equity Saving Fund
Fund HouseKotak Mutual Fund
TypeOpen Ended Scheme
Benchmark75% CRISIL Liquid & 25% CNX Nifty Index
OptionGrowth / Dividend
Fund Manager
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Scheme NameKotak Equity Saving Fund
NFO Open17 Sep 2014
NFO Close01 Oct 2014
Scheme TypeOpen Ended scheme
Minimum Application AmountRs 5000
Load StructureFor Purchase during NFO : Entry Exit within 1 year - 1% & Exit after 1 year - NIL

Cheque Details        : “Kotak Equity Saving Fund”

Who can Invest

This product is suitable for investors:

  • Seeking long term capital appreciation
  • With risk appetite of investing in Equities
  • Investors willing to take exposure in equity and equity related securities


[wptabtitle] Objective[/wptabtitle] [wptabcontent]Investment Objective for Kotak Equity Saving Fund

  • To generate long term capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivative segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments. There is no assurance or guarantee that the investment objective of the scheme will be achieved

Portfolio Construction




[wptabtitle] Tax Implication[/wptabtitle] [wptabcontent]Illustrative List of Tax Implications

This summary of tax implication is based on the current provisions of the applicable laws. In view of the individual nature of tax implications, investor are advise to refer the provisions of the Income-Tax Act & consult Investment Advisor or Tax advisor  with respects to the specific tax implications arising out of an investment in the scheme.

  • Income from Fund : Exempt from Tax
  • Dividend from Fund  :  Tax Free
  • Long Term Capital Gain (Unit held for more than 12 months qualify) : Tax Free
  • Short Term Capital Gain (Unit held for less than 12 month qualify) : 15%
  • Security Transaction Tax : Payable  at 0.001% on the value of units sold
  • Tax Deduction at Source (TDS) :  Not applicable for person resident in India; TDS applied on redemption proceeds payable to NRIs.



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Contact Us for Investment


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