November 2020 - Nivesh Sansar

Kotak ESG Opportunities Fund

Kotak Mutual Fund has launched new An open-ended Equity Scheme following Environment, Social and Governance (ESG) theme, Kotak ESG Opportunities Fund.

NFO Period:-

November 20, 2020 To December 04, 2020.

During NFO : Lumpsum at a NAV of Rs 10/unit.

After NFO : Lumpsum or SIP at prevailing market NAV

Scheme Type:-

The scheme shall seek to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters..

Benchmark Index:-

Nifty 100 ESG Index TRI.

Investment Objective:-

The scheme shall seek to generate capital appreciation by investing in a diversified portfolio of companies that follow Environmental, Social and Governance parameters..

However, there is no assurance that the objective of the scheme will be realized.

This Scheme is suitable for investors seeking:-

Long term capital growth.
Investment in portfolio of predominantly equity & equity related securities of companies
following environmental, social and governance (ESG) criteria.

Minimum Application Form:-

Rs. 5000 and in multiple of Rs. 10 thereafter.

No Transaction Charges on any Investment Amount.

To Invest

To Apply offline Download KIM & Application Form Application Form Kotak ESG Opportunities Fund

Cheque will be drawn in favor of Kotak ESG Opportunities Fund.

You Can Also INVEST ONLINE

To Download KYC Forms Click Here

Application Forms can be sent at Your nearest CAMS Location

For More Information Call 9315120004, Or Whatsapp your query @ 9896155783.

Mutual Fund Investments are Subject To Market Risks Please read Offer Documents before Making Investments

DSP Value Fund

DSP Blackrock Mutual fund has launched new open ended fund targeting most fundamental investment philosophies- Value Investing in the name of DSP Value Fund .

DSP Value Fund is an equity fund built on the foundation of one of the oldest, most researched & most fundamental investment philosophies- Value Investing. It operates primarily on the idea: Figure out the value of something, and then pay a lot less for it.

NFO Period:-

November 20, 2020 To December 04, 2020.

Scheme Type:-

The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities which are currently undervalued.

Investment Strategy

Designed on value-investing principles, the fund will aim to:

Invest in ‘good’ companies at ‘good’ prices: While in the current low interest rate world, good companies rarely come cheap, it is important to apply disciplined rules to identify such companies at reasonable prices (valuations).
Diversify across the world and within India: Add good international companies to try to benefit from their innovation & expertise, which can also help reduce overall portfolio volatility (as against owning only Indian companies).
Keep cash at the right time: When markets reach extreme highs, the fund’s ability to maintain cash respecting valuations will help reduce downside risk while also letting one reinvest when prices turn reasonable again.

The three principles above also come packaged with two additional advantages- favourable equity taxation & moderate cost (as compared to active equity funds).