| Welcome to the world of Mutual
Funds.
Our experienced research team analyses and researches the
Mutual Funds available in the market, helping you make more
informed decisions. Our recommendations take into account
all relevant factors including the investment philosophy of
the Asset Management Company, portfolio quality, risk-adjusted
returns and market trends.
The Mutual funds on our advisory list range form Debt to
Equity funds and are drawn from top performing schemes of
renowned Mutual Fund houses like Franklin Templeton, Kotak,
Reliance, Prudential ICICI etc. Your Relationship Manager
will recommend the funds that suit your investment objectives.
Recommendation Process: We release
a recommended list of mutual funds for you to invest in periodically.
The recommendation is a very comprehensive process taking
into account not just returns of the schemes but consistency
of returns as well.
The recommended list of Mutual Funds is released on quarterly
basis. The performance criteria are based on a unique process
where Excess Return Potential Ratio of a fund is derived through
a performance consistency analysis of the funds. The methodology
covers four time horizons of 6-months each and has been arrived
by carrying an in-depth analysis of important parameters,
including: Reward to Risk Analysis, Portfolio Characteristics
and Corpus size etc.
Value Adds - Investment Account View your
entire Mutual Fund Portfolio at a glance. !!! No more going
through piles of account statements
We offer a unique facility where you can view your portfolio
of Mutual Funds online on a daily basis. All transactions
done by you will be reflected in this including the dividends
received, redemptions etc. You will also receive the statements
of holdings periodically along with the returns. The Investment
account can be opened even with a zero balance.
You can also view your holding value for all your Investment
accounts on your mobile. To know more, click
here.
View
Sample Reports
Mutual Fund Transaction You can not just
view your investment account, but also chose to invest through
three simple modes - at the click of a button or just pick
the phone and call. You can also use a convenient and simple
transaction request form for these investments.
Market Perspective A comprehensive view
on the events in the past month and an outlook for the coming
month is put together by gathering inputs from experts within
the Kotak group.
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