Kotak Mahindra Mutual Fund launches Kotak Business Cycle Fund

NFO period: 07^th September – 21^st September, 2022

Highlights of the NFO:

• Scheme type – An open-ended equity scheme following business cycles based investing theme


• Investment objective – The scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. 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 portfolio of predominantly equity & equity related securities of companies with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.


• 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 and Income Distribution cum capital withdrawal (IDCW) (Payout and Reinvestment).


• Fund Managers – Mr. Pankaj Tibrewal, Mr. Abhishek Bisen and Mr. Arjun Khanna


• Benchmark – Nifty 500 Total Return Index