Kotak Mahindra Mutual Fund launches Kotak Business Cycle Fund
NFO period: 07th September - 21st 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
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
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Step 1: Describe your knowledge of investments:
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Step 2: When you invest your money, you are:
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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?
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Step 4: Have you ever invested in shares or mutual funds? If yes, for how many years?
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Step 5: To obtain a return of more than what you would receive as a bank fixed deposit, you must take risks.
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Step 6: How do you react to the idea of investments?