What is Kotak Mid Cap Scheme?
Kotak Mid Cap follows the strategy of identifying mid cap company stocks across various sectors which may have the potential to become large caps in the near future. The essence is to 'spot them young and watch them grow'. This foresight is based on research and analysis carried out by our team with the aim to give you the advantage of earning through investments in the growth partners of the economy. It endeavors to take advantage of the successive waves of opportunity provided by a transitioning economy. The portfolio is diversified across sectors, with adequate flexibility to move within sectors.
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Allotment Date: 24th February, 1998 |
3 Features of MF Kotak Mid Cap
- Open Ended Equity Scheme
- Picks up stocks which have the potential to become large caps of tomorrow
- Portfolio diversified across the mid cap sector with adequate flexibility to move within sectors.
Fund Managers
Krishna Sanghvi
Anurag Jain
See Kotak Mid Cap Features
( + )( - )| Investment Objective |
|---|
| To generate capital appreciation from a diversified portfolio of equity & equity related instruments. |
| Investment Pattern |
| Equity & Equity related securities : 65% - 95% Debt & Money Market instruments : 5% - 35% |
| Benchmark Index |
| CNX Midcap |
| Investment Horizon |
| 3 years |
| Estimated Recurring Expenses |
| 2.50% |
| Investment Options |
| Growth, Dividend Payout, Dividend Re-Investment. |
| Dividend Frenquency |
| At the Discretion of Trustees |
| Minimum Investment |
| Initial : Rs. 5000/- Additional : Rs.1000/- Systematic : Rs.1000/- |
| Cheques / DD to be drawn in favour of |
| Kotak Mid-Cap |
| Minimum Redemption Size |
| Rs. 1000/- or 100 units |
| Payout Schedule |
| Transaction day + 3 working days |
| Cut off for Transactions |
| 3 PM |
| Entry Load |
| NIL |
| Exit Load |
| 1. For redemptions / switch outs within 1 year from the date of allotment of units, irrespective of the amount of investment: 1% 2. For redemption in case of SIP/STP within 2 years from the date of allotment of units, irrespective of the amount of investment: 1% 3. Where an investment is made by Fund of Funds as defined under SEBI Regulations: Nil% 4. Where units are allotted upon Reinvestment of Dividends: Nil |
Want to buy Kotak MF schemes online?
If you are an existing Kotak Mutual Fund investor, click here to invest online
If you are a new investor, make your first transaction through a Mutual Fund distributor first. Then, follow these steps to generate your PIN:
| 1. Apply for PIN to start your online transaction. Click here for the Pin Request Form. | |
| 2. Submit the Pin Request form at: | |
| a. any of the Kotak Mutual Fund branches (click here to view list of branches) OR | |
| b. any of the CAMS Investor Service Centers. | |
| 3. Now transact online with your folio number and your newly generated Pin number |