Mon Jun 10 09:57:25 IST 2024

Kotak Mutual Fund launches Kotak Special Opportunities Fund

NFO period: 10th June ? 24th June, 2024

Highlights of the NFO:

  • Scheme type ? An open-ended equity scheme following special situations theme

  • Investment objective ? The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in opportunities presented by Special Situations such as Company Specific Event/Developments, Corporate Restructuring, Government Policy change and/or Regulatory changes, Technology led Disruption/ Innovation or companies going through temporary but unique challenges and other similar instances. However, there is no assurance that the objective of the scheme will be achieved.

  • Product suitability ? The product is suitable for investors who are seeking long term capital growth by investing in portfolio of predominantly equity & equity related securities following Special Situation Theme.

  • Minimum Application Amount ? First investment Rs. 100/- and any amount thereafter

  • Plan/ Options available ? Regular Plan and Direct Plan having Growth Option and Payout of Income Distribution cum capital withdrawal (IDCW) (Payout and Reinvestment).

  • Fund Managers ? Mr. Devender Singhal & Arjun Khanna

  • Benchmark ? Benchmark ? Nifty 500 TRI

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)