Kotak Multi Factor Passive FOF Gr

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4–7 yearsInvestment Horizon

HNI,MATarget Segments

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Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Kotak Nifty 100 Low Volatality 30 ETFUtilities76.09%

Kotak Nifty 200 Momentum 30 ETFUtilities19.74%

Triparty RepoUtilities6.68%

Net Current Assets/(Liabilities)Utilities-2.51%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Rohit Tandon

Mr. Rohit Tandon has experience of 22 years. Manages 51 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹19,355 Cr

45 years

Combined Team Experience

₹ 97,846 Cr

Assets Under Management

Abhishek Bisen

Co-Portfolio Manager

Mr. Abhishek Bisen has experience of 23 years. Manages 468 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹78,491 Cr Holds a M.B.A. degree.

Firm Overview

Total AUM₹5,80,249.31 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)0.61%

Regulatory & Tax Information

INF174KA1ZH4

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)