What is Kotak 30 Scheme?
Kotak 30 is an open-ended equity growth scheme that invests predominantly in large cap stocks that are diversified across sectors and form a significant proportion of total market capitalization. The investment objective of the scheme is to generate capital appreciation from a portfolio of predominantly equity and equity related securities. The scheme generally invests in 30 companies but has flexibility to go up to 39 companies. These companies may or may not be the same that constitute the BSE Sensitive Index or the NSE Fifty (S&P CNX Nifty) index. The scheme does offer some flavour of mid-caps (maximum exposure up to 20%) to potentially enhance returns.
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Allotment Date: Dec 29, 1998 |
4 Features of MF Kotak 30
- Open Ended Equity Scheme
- Large cap diversified investment strategy
- Enhanced returns from small allocation to Mid Cap Stocks
- Option to avail of Free Insurance facility on Systematic Investment Plans (SIP’s)
See Kotak 30 Scheme Features
( + )( - )| Investment Objective |
|---|
| To generate capital appreciation from a portfolio equity related securities. The portfolio will generally comprise of equity & equity related instruments of around 30 companies which may go upto 39 companies. |
| Investment Pattern |
| A portfolio of predominantly equity and equity related securities. Security of around 30 company which may go upto 39 companies. |
| Benchmark Index |
| S&P CNX Nifty |
| Investment Horizon |
| 1 - 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 30 |
| 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 |
Fund Managers
Krishna Sanghvi
Emmanuel Elango
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 |