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|