Kotak Balanced Advantage Fund

Kotak Balanced Advantage Fund

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Kotak Mutual Fund has launched new Open Ended Equity Oriented fund investing dynamically in balanced portfolio of equity & equity related securities and debt & money market securities, Kotak Balanced Advantage Fund.

NFO Period:-

July 13, 2018 To July 27, 2018.

Scheme Type:-

An Open Ended Equity oriented Fund.

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Investment Strategy

The equity & debt exposure in the portfolio will be dynamically managed in the portfolio so as to minimize the risk and optimize returns for a long term investor. Equity exposure will be dependent on the fund manager’s outlook of the overall economic scenario in the country, global events, market conditions, valuation factors of the equity market in general such as Price to Earnings (PE), Price to Book Value (P/B), Earnings Yield etc. of the broader market, momentum factors, interest rate factors such as 10 year gilt yield, 1 year treasury bill yields etc.

Within equity allocation the portfolio construction will be based on thematic approach to bottom up stock picking using the Business, Management and valuation (BMV) model.

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Benchmark Index:-

Nifty 50 Hybrid Composite Debt 50:50 Index which is based on 50% Nifty 50 TRI and 50% of Nifty Composite Debt Index.

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.

This Scheme is suitable for investors seeking:-

• Long term capital growth.
• Investment in equity, equity related securities & for defensive purposes in debt, money market instruments & equity derivatives..

Minimum Application Form:-

Rs. 5000 and in multiple of Rs. 10 thereafter.

No Transaction Charges on any Investment Amount.

To Invest

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To Apply offline Download KIM & Application Form Application Form Kotak Balanced Advantage Fund

Cheque will be drawn in favor of Kotak Balanced Advantage Fund.

You Can Also INVEST ONLINE

To Download KYC Forms Click Here

Application Forms can be sent at Your nearest CAMS Location.

For More Information Call 9315120004, Or Whatsapp your query @ 9896155783.

Mutual Fund Investments are Subject To Market Risks Please read Offer Documents before Making Investments

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