Launch of Kotak Pioneer Fund

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Launch Of Kotak Pioneer Fund

An Open Ended Equity Scheme investing in Pioneering Innovation Theme will close for subscription on 23rd Oct 2019.

 

Where does Kotak Pioneer Fund Invest in ?

Ø  Product Innovators

Companies that demonstrate ability in developing New Product / Services

Ø  Process Innovators

Companies that have developed New & Innovative ways to produce / deliver services

Ø  Value Innovators

Companies that have shown new value Propositions & ways of using things to customers

Ø  New Distribution Technology

Companies that re-invent distribution strategies / network for business advantage

Ø  Technology Adopters

Companies that have Technological Advantage or Knowledge Leadership in their field

Ø  Global Innovators

Global Giants that are leading advancement and are ready to catapult due to their advantage and advance Technologies.

 

Benefits of Kotak Pioneer Fund :

Ø  Impact Investing

The Investment Strategy is to invest in Companies & Fund which are engaged in Pioneering Innovations.

Ø  Equity Oriented Fund

80% – 100% in Pioneering Innovations Theme & upto 20% in other than Pioneering Innovations Theme

Ø  Seeks to Ride Mega Trend

The 4th Industrialisation and the Innovation Boom will create definite winners and our aim is to identify and ride alongside them

Ø  Access to Global Innovators

Nearly 35% can be invested in Overseas Fund / ETFs / Securities investing in similar Theme

Ø  Sector, Index & CAP Agnostic

      The Fund has mix of thematic and bottom-up approach of selection.  As such the Novelty of the theme gives it opportunity to create reference point

 

“Future Belongs to Those who Pioneer it…”

Our Observation & Recommendation : 

Ø  In the present Market Scenario, replete with uncertainty, we recommend that under the Asset Class of MULTICAP, Investor should have at some allocation.
Ø  Experienced Fund Management Teams both on Equity & Fixed Income fronts.
Ø  The recent movements in Equity Markets is Conducive for Investing in Multi Cap at this juncture.

Ø  Fund Manager will devise the Portfolio Afresh in 1 – 2 months, capturing the Volatility.

 

Performance of Equity Schemes of Kotak Mutual Fund

Data as on September 30, 2019 Returns(%)  
6 Month 1 Year 2 Years 3 Years 5 Years 6 Years 7 Years 10 Years Since Launch Launch Date
Kotak India EQ Contra Fund 0.03 5.11 8.40 11.65 10.47 14.99 12.86 11.03 12.43 27-Jul-05
Kotak Tax Saver 0.44 8.56 5.44 8.75 10.98 17.41 12.72 10.71 11.30 23-Nov-05
Kotak Bluechip Fund 0.70 6.62 6.28 8.08 9.27 14.83 12.28 10.04 18.14 29-Dec-98
Kotak Equity Opp Fund -1.24 8.23 3.98 8.46 10.89 16.60 14.06 11.55 17.89 09-Sep-04
Kotak Emerging Equity Scheme -2.08 6.99 1.35 6.61 12.42 23.60 17.37 14.77 11.28 30-Mar-07
Kotak Standard Multicap Fund 0.30 8.70 6.56 10.46 12.42 18.99 16.33 13.24 13.45 11-Sep-09
Kotak Equity Hybrid Fund 2.42 8.66 4.52 6.34 8.40 11.68 10.13 9.32 13.81 25-Nov-99
Kotak Small Cap Fund -2.95 2.59 -2.03 3.51 9.74 19.80 14.33 13.51 14.24 24-Feb-05
Kotak Corporate Bond Fund 9.45 10.11 8.05 7.99 9.26       8.22 21-Sep-07
Kotak Credit Risk Fund 8.40 8.76 6.80 7.01 8.33       8.33 11-May-10

 

 

Author: Midas Finserve

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