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Kotak Nifty 50 Index Fund Review

Writer's picture: Jai prakash Jai prakash

Updated: Jun 6, 2021

Kotak Mutual Fund has launched a new fund offer (NFO) of Kotak Nifty 50 Index Fund. It is open will from May 31 to June 14, 2021


The investment objective of the scheme is to replicate the composition of the Nifty 50 and to generate returns that are commensurate with the performance of the NIFTY 50 Index, subject to tracking errors. However, there is no assurance that the objective of the scheme will be realized.


Nifty 50 Index TRI

The Nifty 50 Index TRI constitutes the top 50 Indian companies (by market cap) listed on the National Stock Exchange (NSE).


Allocation

Particulars Allocation Risk Profile Equity and Equity related securities covered

by the Nifty 50 including Derivatives* 95%-100% Medium to High Debt and Money Market Instruments# 0%-5% Low to Medium


*The fund will invest in equity derivatives of the index or the stocks listed on the index only when shares are unavailable, insufficient or for rebalancing in case of corporate actions for a temporary period among other situations. The gross position to such derivatives will be restricted to 10% of net assets of the mutual fund scheme

# Money Market instruments include commercial papers, commercial bills, treasury bills, government securities having an unexpired maturity up to one year, certificate of deposit, and any other like instruments as specified by the Reserve Bank of India.


Fund Details

Suitability - This product is suitable for investors who are seeking

  1. Long-term capital growth

  2. Returns that are commensurate with the performance of NIFTY 5OIndex subject to tracking error

 




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The author of this Blog is a AMFI registered Distributor. None of his blog or articles to be treated as advice of investments. These are just educational in nature.

 

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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