NFO Offer Kotak Growth Fund Series I – Apr. 2015

April 16, 2015

Kotak Mutual Fund launched new fund offer Kotak Growth Fund – Series 1, a closed ended scheme. The NFO Opens for subscription on 13 April 2015 & closes on 27 April 2015.  No entry load will be applicable for the scheme.

The fund is a 3 Year close ended equity scheme with an objective to generate long term capital appreciation.

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

Scheme NameKotak Growth Fund Series 1
Fund HouseKotak Mutual Fund
TypeClosed Ended - 3 years
BenchmarkCNX 200
OptionGrowth / Dividend
Fund ManagerHarish Krishnan
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Scheme NameKotak Growth Fund -Series 1
NFO Open13 April 2015
NFO Close27 April 2015
Scheme Type3 year close ended scheme
Minimum Application AmountRs 5000 and in multiples of Rs 1 thereafter
Load StructureFor Purchase during NFO : Entry & Exit - NIL

Cheque Details      : “Kotak Growth Fund”

This product is suitable for investors:

  • Seeking Long Term Capital Growth
  • With risk appetite of investing in Equities
  • Investment in equity and equity related securities across market capitalisation and Sector


[wptabtitle] Objective[/wptabtitle] [wptabcontent]

Investment Objective for Kotak Growth Fund Series 1

  • To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities , across market capitalization and sectors. 


Stock Selection Idea – Kotak Growth Fund 

The portfolio construction will be based on thematic approach to bottom up stock picking using the Business, Management and valuation (BMV) model. The fund manager evaluate the business environment that a company operate in, the capability of the management to execute and scale up the business & valuation of company based on fundamental like discounted cash flows and PE ratio, etc.

Taxation :

  • –Tax on dividend – NIL
  • –Short Term Capital Gain – 15%
  • –Long Term Capital Gain – NIL

Note :

An additional surcharge of 3 % (Education cess of 2% and secondary and higher education Cess of 1%) would be charged on the amount of tax inclusive of surcharge for all units holders.

Under section 10(23D) of the Income Tax  act, 1961, income earned by a Mutual Fund registered with SEBI is exempt from Income tax.

Securities Transaction Tax is payable by the unit holders on redemption / repurchase of units by the funds at 0.001% of sale / redemption value.


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Contact Us for Investment

Mobile 77 1991 7444 / 800 775 0904

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