What is Kotak Multi Factor Passive FoF?
Kotak Multi Factor Passive FoF is an open-ended fund of fund scheme investing in units of factor-based equity ETFs.
Investment objective
To generate long-term capital appreciation from a portfolio created by investing in units of factor-based equity ETFs However, there is no assurance that the investment objective of the scheme will be realized.
(source: kotakmf.com)
Different Factors Play A Different Role
(source: kotakmf.com)
Choosing Factors At The Right Time Is Difficult
Winners Keep Rotating
Source: MFI ICRA. *Data as on 13th Feb, 2026 | The performance of the index shown does not in any manner indicate the performance of the Scheme. Past performance may or may not be sustained in future. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate).
Back-tested Model Has Outperformed Nifty 500 TRI In 17 Out Of 21 Years
Source: Data As of 13th February 2026, Back-tested Data from 1st April 2005, Model returns are cost-adjusted. Cost assumed is 0.7% TER on daily NAV; The cost may be higher or lower depending on prevailing regulations and actual expenses. For Indices, no cost is assumed. Source: KMAMC-Internal, Bloomberg, NSE. Past performance may or may not sustain in future. All information contained is for illustration purpose only to show how the model functions. The model performance is derived based on back tested result considering various financial parameters. The actual model and the Scheme portfolio shall be constructed based on the provisions in the Scheme Information Document. Kotak Mahindra Asset Management Company Limited (KMAMC) is not guaranteeing or promising any returns/futuristic returns. The performance of the index shown does not in any manner indicate the performance of the Scheme.
Kotak Multi Factor Passive FoF
Model inception 1st April 2005 The information given above is for explaining the model. The actual model and the Scheme portfolio shall be constructed based on the provisions in the Scheme Information Document. The fund manager at his discretion may modify parameters to be used in model. *Investors are requested to refer to the detailed asset allocation and investment strategy given in Scheme Information Document for complete details.
Model Has Generated ~7% Alpha Over Broad Based Indices
Source: Data As of 13th February 2026, Back-tested Data from 1st April 2005, Model returns are cost-adjusted. Cost assumed is 0.7% TER on daily NAV; The cost may be higher or lower depending on prevailing regulations and actual expenses. For Indices, no cost is assumed. Source: KMAMC-Internal, Bloomberg, NSE. Past performance may or may not sustain in future. All information contained is for illustration purpose only to show how the model functions. The model performance is derived based on back tested result considering various financial parameters. The actual model and the Scheme portfolio shall be constructed based on the provisions in the Scheme Information Document. Kotak Mahindra Asset Management Company Limited (KMAMC) is not guaranteeing or promising any returns/futuristic returns. The performance of the index shown does not in any manner indicate the performance of the Scheme. Returns >= 1 year: CAGR (Compounded Annualised Growth Rate). Alpha is difference of scheme return with benchmark return
Why Fund Of Fund Structure?
(source: kotakmf.com)
| Mutual Fund | Kotak Mahindra Mutual Fund |
| Scheme Name | Kotak Multi Factor Passive FOF |
| Objective of Scheme | To generate long-term capital appreciation from a portfolio created by investing in units of factor-based equity ETFs |
| Scheme Type | Open Ended |
| Scheme Category | Other Scheme – FoF Domestic |
| New Fund Launch Date | 27 Feb 2026 |
| New Fund Earliest Closure Date | |
| New Fund Offer Closure Date | 13 Mar 2026 |
| Indicate Load Separately | |
| Minimum Subscription Amount | 100 |
| For Further Details Please Visit Website | https://www.kotakmf.com |
