Kotak Business Cycle Fund

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 FundKotak Mahindra Mutual Fund
Scheme NameKotak Business Cycle Fund
About SchemeAn open ended equity scheme following business cycles based investing theme.
Offer of Unit Rs.10
Objectiveto 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 ManagerMr. 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 beEquity 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%)
RiskometerVery High
DRHPClick here

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