Tag Archive for Kotak Mutual Fund

Kotak Energy Opportunities Fund NFO ( New Fund Offer)

Kotak Energy Opportunities Fund NFO ( New Fund Offer)

Mutual Fund Kotak Mahindra Mutual Fund
Scheme Name Kotak Energy Opportunities Fund
Objective of Scheme The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Energy and Energy related activities. However, there is no assurance that the objective of the scheme will be achieved.
Scheme Type Open Ended
Scheme Category Equity Scheme – Sectoral/ Thematic
New Fund Launch Date 03-Apr-2025
New Fund Earliest Closure Date
New Fund Offer Closure Date 17-Apr-2025
Indicate Load Seperately
Minimum Subscription Amount 100

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Kotak Nifty Commodities Index Fund NFO ( New Fund Offer )

Kotak Nifty Commodities Index Fund NFO ( New Fund Offer )

Mutual Fund Kotak Mahindra Mutual Fund
Scheme Name Kotak Nifty Commodities Index Fund
Objective of Scheme The investment objective of the scheme is to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors. However, there is no assurance that the investment objective of the Scheme will be achieved
Scheme Type Open Ended
Scheme Category Other Scheme – Index Funds
New Fund Launch Date 17-Feb-2025
New Fund Earliest Closure Date
New Fund Offer Closure Date 03-Mar-2025
Indicate Load Seperately NIL
Minimum Subscription Amount 100

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Helios Mid Cap Fund NFO ( New Fund Offer )

Helios Mid Cap Fund NFO ( New Fund Offer )

Mutual Fund Helios Mutual Fund
Scheme Name Helios Mid Cap Fund
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of mid cap companies. However, there can be no assurance that the investment objective of the Scheme will be realized.
Objective of the Scheme
Scheme Type Open Ended
Scheme Category Mid Cap Fund
Benchmark Index Nifty Midcap 150 Total Return Index ( TRI)
Fund Manager Mr Alok Bahi, Pratik Singh
New Fund Launch Date 20th February 2025
New Fund Offer Closure Date 6th March 2025
Indicate Load Separately
Minimum Subscription Amount Rs 1000 for SIP & Rs 5000 for Lumpsum

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Kotak Nifty 100 Equal Weight ETF NFO

Kotak Nifty 100 Equal Weight ETF NFO

Mutual Fund Kotak Mahindra Mutual Fund
Scheme Name Kotak Nifty 100 Equal Weight ETF
Objective of Scheme The investment objective of the scheme is to replicate the composition of the Nifty 100 Equal Weight Index and to generate returns that are commensurate with the performance of the Nifty 100 Equal Weight Index, subject to tracking errors.
Scheme Type Open Ended
Scheme Category Other Scheme – Other ETFs
New Fund Launch Date 03-Feb-2025
New Fund Earliest Closure Date
New Fund Offer Closure Date 17-Feb-2025
Indicate Load Seperately NIL
Minimum Subscription Amount 5000

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Kotak CRISIL- IBX AAA Bond Financial Services Index – Dec 2026 NFO

Kotak CRISIL- IBX AAA Bond Financial Services Index – Dec 2026 NFO

Mutual Fund Kotak Mahindra Mutual Fund
Scheme Name Kotak CRISIL- IBX AAA Bond Financial Services Index – Dec 2026
Objective of Scheme The investment objective of the scheme is to generate returns that are commensurate (before fees and expenses) with the performance of CRISILIBX AAA Financial Services Index – Dec 2026 which seeks to track the performance of AAA issuers from the financial services sector maturing near target date of the index.
Scheme Type Open Ended
Scheme Category Other Scheme – Index Funds
New Fund Launch Date 31-Jan-2025
New Fund Earliest Closure Date
New Fund Offer Closure Date 10-Feb-2025
Indicate Load Seperately
Minimum Subscription Amount 100

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