What is Kotak Diversified Equity All Cap Omni FOF?
Kotak Diversified Equity All Cap Omni FOF is an open-ended fund of fund scheme investing in units of equityoriented Active and Passive mutual fund schemes based on varied market caps.
Investment objective
To generate long term capital appreciation from a portfolio created by investing in units of equity-oriented schemes based on varied market caps.
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Markets Through Times of Crisis
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Market Cap Distribution Across Market Segments
The evolving market structure highlights the importance of diversified exposure across market-cap segments
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Challenges vs Solution
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Diversified FOF offers professional market-cap allocation, diversified fund selection, and efficient portfolio rebalancing to help investors navigate evolving market opportunities.
Investment Framework
The investment strategy is aimed at optimizing risk adjusted return through investments in units of equity-oriented Active and Passive mutual fund schemes based on varied market caps.
Why Kotak Diversified Equity All Cap Omni FoF?
For more information, please refer the scheme information document (SID) or visit https://www.kotakmf.com/Information/forms-and-downloads
(source: kotakmf.com)
Who Should Consider Investing?
For more information, please refer the scheme information document (SID) or visit https://www.kotakmf.com/Information/forms-and-downloads
Salient Features of the Scheme
| Name Of The Scheme | Kotak Diversified Equity All Cap Omni FOF |
|---|---|
| Category | Equity Oriented FOF (Domestic) –Diversified FOF |
| Investment Objective | To generate long term capital appreciation from a portfolio created by investing in units of equity-oriented schemes based on varied market caps. However, there is no assurance that the objective of the scheme will be achieved |
| Type of Scheme | An open-ended fund of fund scheme investing in units of equity-oriented Active and Passive mutual fund schemes based on varied market caps. |
| Benchmark Index | Nifty 500 TRI (Total Return Index) |
| Minimum Purchase Amount | Initial Purchase (Non- SIP)- Rs. 1000/- and any amount thereafter. Additional Purchase (Non- SIP)- Rs. 500/- and any amount thereafter. SIP Purchase Rs. 500/- subject to a minimum of 2 SIP instalments of at least Rs. 500/- each. |
| Exit Load | Nil |
| Fund Manager (s) | Mr. Devender Singhal will be Fund Manager for Equity Oriented Schemes. Mr. Abhishek Bisen will be Fund Manager for Debt Oriented schemes. |
| Nfo Start date | August 05, 2026 |
| Nfo End date | August 19, 2026 |
