1987 1986

Kotak Mahindra Finance Ltd entered the Lease and Hire Purchase market

Kotak Mahindra Finance Ltd started the activity of Bill Discounting

Kotak 50
(Open Ended Equity Growth Scheme)
Kotak 50 is an open-ended equity growth scheme that invests predominantly in large cap stocks that are diversified across sectors and form a significant proportion of total market capitalization. The investment objective of the scheme is to generate capital appreciation from a portfolio of predominantly equity and equity related securities. The scheme generally invests in 50 stocks but has flexibility to go up to 59 companies. These companies may or may not be the same that constitute the BSE Sensitive Index or the NSE Fifty (S&P CNX Nifty) index.

Kotak Lifestyle
(Open Ended Equity Growth Scheme)
Kotak Lifestyle, open-ended equity scheme that seeks to capitalize on the growing and sustainable consumption boom in India. The key drivers for the lifestyle theme are 4 A's viz Awareness, Availability, Aspiration and Affordability. This together facilitates the consumption boom - the basic premise on which the scheme evolves. The scheme endeavors to invest across sectors and companies, like media, personal care, telecom, and entertainment, which benefit from the change in the scale of demand. The scheme is suitable for who want to participate in the consumption led story of India.

Kotak Equity Arbitrage Fund

(Open-Ended Equity Growth Scheme)
An open ended equity oriented scheme that aims to generate income and capital appreciation by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market and in debt and money market securities. The scheme evaluates the difference between price of a stock in futures and spot market and enters into only those trades where there is a potential arbitrage available. The fund manager may square off or roll over the positions depending on the opportunities available. The scheme is suitable for investors who have an investment horizon of 3 months and above and who want to participate in equity arbitrage market for returns better than cash funds.

Kotak Indo World Infrastructure Fund

(Open Ended Equity Scheme)
Kotak Indo world infrastructure Scheme is an open ended equity scheme with an investment objective is to generate long-term capital appreciation from a portfolio of equity, equity related securities or units of overseas mutual funds, which are likely to directly or indirectly contribute to or benefit from the growth in infrastructure in India/across the world.