What is Kotak Multi Asset Active FOF?
Kotak Multi Asset Active FOF is an open-ended fund of fund scheme investing in units of equityoriented schemes, debt oriented schemes and commodity-based schemes.
Investment objective
To generate long term capital appreciation from a portfolio created by investing in units of actively managed Equity oriented schemes , Debt oriented schemes and commodity-based schemes. However, there is no assurance thatthe objective of the scheme will be achieved.
(source: kotakmf.com)
A Unique Fund of Fund offering backed by Kotak AMC’s 20+ years of expertise with proven track record
For complete Details, refer Scheme information Document
(source: kotakmf.com)
Kotak Multi Asset Active FOF – Portfolio Construction Process
The fund seeks to offer a diversified multi-asset portfolio by investing in mutual fund schemes across equity, debt, and commodities.
The portfolio will be periodically rebalanced to maintain target allocation, guided by macroeconomic outlook, asset class attractiveness and at a fund Manager discretion.
Who Should Consider Investing?
FOF – Tax Efficient Structure
In Option B Investors benefit from LTCG Taxation at 12.5% for a holding period of 24 months & Above. Rebalancing of underlying schemes in the FOF has NO Tax Implications* for unitholders.
*Investors should consult their tax advisers before making any decision. for more information on Scheme Taxation refer SID
(source: kotakmf.com)
Scheme Features
| Name of the Scheme | Kotak Multi Asset Active FOF |
| Category of Scheme | Hybrid FOF (Domestic)-Multi Asset Allocation FOF |
| Scheme Type | An open-ended fund of fund scheme investing in units of equity-oriented schemes, debt-oriented schemes and commodity-based schemes. |
| Investment Objective | To generate long term capital appreciation from a portfolio created by investing in units of actively managed Equity oriented schemes , Debt oriented schemes and commodity-based schemes. However, there is no assurance thatthe objective of the scheme will be achieved. |
| Benchmark | 55% Nifty 50 TRI + 30 % Nifty Short Duration DebtIndex + 7.5% Domestic Price of Gold + 7.5% Domestic Price of Silver |
| Exit Load | 1% for 6 Months (8% of the units allotted shall be redeemed without any Exit Load on or before completion of 6 months from the date of allotment of units.) |
| Minimum Application Amount | • During NFO of the scheme: 1000/-and any amountthereafter • Initial Purchase (Non SIP): Rs. 1000/- and any amountthereafter • SIP Purchase–Rs. 500/-(Subjectto a minimum of 2 SIP instalments of atleast Rs. 500/-each) |
| Fund Manager(s) | Mr. Devender Singhal for EquityOriented Schemes. Mr. Abhishek Bisen for DebtOriented Schemes and Commodity based ETF’s |
| Nfo Start Date | April 08, 2026 |
| Nfo End Date | April 22, 2026 |
(source: kotakmf.com)
Kotak Multi Asset Active FOF NFO:
| Mutual Fund | Kotak Mahindra Mutual Fund |
| Scheme Name | Kotak Multi Asset Active FOF |
| Objective of Scheme | To generate long term capital appreciation from a portfolio created by investing in units of actively managed Equity oriented schemes, Debt oriented schemes and commodity-based schemes |
| Scheme Type | Open Ended |
| Scheme Category | Hybrid Scheme – Multi Asset Allocation |
| New Fund Launch Date | 08 Apr 2026 |
| New Fund Earliest Closure Date | |
| New Fund Offer Closure Date | 22 Apr 2026 |
| Indicate Load Separately | |
| Minimum Subscription Amount | 1000 |
| For Further Details Please Visit Website | https://www.kotakmf.com |
(source: https://www.amfiindia.com/)
Kotak Multi Asset Active FOF NFO
Application Form
Scheme Documents
(source: kotakmf.com)
Kotak Multi Asset Active FOF NFO Riskometer:
