Kotak Business Cycle Fund – Kotak Mahindra Mutual Fund files offer document with SEBI
Kotak Mahindra Mutual Fund has filed offer document with SEBI to launch An open ended equity scheme following business cycles based investing theme..
The New Fund Offer price is Rs.10 per unit.
The objective of the scheme is 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.
“The fund manager for this scheme is Mr. Pankaj Tibrewal
Mr. Abhishek Bisen
Mr. Arjun Khanna”
“This product is suitable for investors who are seeking Long term capital growth
Investment 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”
“The scheme asset allocation will be Equity and Equity Related Securities selected on the basis of business cycle* (80-100%)
Other Equity and Equity Related Securities of companies (0-20%)
Debt and Money Market Securities# (0-20%)
Units of REITs & InvITs (0-10%)”
The riskometer for this scheme is Very High
| Name of Mutual Fund | Kotak Mahindra Mutual Fund |
| Scheme Name | Kotak Business Cycle Fund |
| About Scheme | An open ended equity scheme following business cycles based investing theme. |
| Offer of Unit | Rs.10 |
| Objective | 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. |
| Name of Fund Manager | Mr. Pankaj Tibrewal Mr. Abhishek Bisen Mr. Arjun Khanna |
| This product is suitable for investors who are seeking | Long term capital growth Investment 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 |
| The scheme asset allocation will be | Equity and Equity Related Securities selected on the basis of business cycle* (80-100%) Other Equity and Equity Related Securities of companies (0-20%) Debt and Money Market Securities# (0-20%) Units of REITs & InvITs (0-10%) |
| Riskometer | Very High |
| DRHP | Click here |