Kotak Mahindra Mutual Fund launches Kotak All Weather Debt FOF
NFO period: 28th October - 10th November, 2022
Highlights of the NFO:
Scheme type - An open ended fund of fund scheme predominantly investing in debt oriented mutual fund schemes of Kotak Mahindra Mutual Fund
Investment objective - To generate long-term capital appreciation from a portfolio created by investing in debt oriented mutual fund schemes of Kotak Mahindra Mutual Fund. However, there is no assurance that the investment objective of the scheme will be realized.
Product suitability - The product is suitable for investors who are seeking long-term capital appreciation. An open ended fund of fund scheme predominantly by investing in debt oriented mutual fund schemes of Kotak Mahindra Mutual Fund.
Minimum Application Amount - First investment Rs. 5,000/- and in multiple of Rs. 1/- thereafter
Plan/ Options available - Regular Plan & Direct Plan having Growth Option, Payout of Income Distribution Cum Capital Withdrawal Option (IDCW-Payout) and Reinvestment of Income Distribution cum capital withdrawal Option (IDCW-Reinvestment).
Fund Managers - Mr. Abhishek Bisen
Benchmark - NIFTY Composite Debt Index
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 1: Describe your knowledge of investments:
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 2: When you invest your money, you are:
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 3: If the market lost 25% in the last few months, and your investments also suffered the same - what would be your first impulse?
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 4: Have you ever invested in shares or mutual funds? If yes, for how many years?
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 5: To obtain a return of more than what you would receive as a bank fixed deposit, you must take risks.
Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 6: How do you react to the idea of investments?