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Fund Facts
  • Name of Fund:
    Kotak MNC
  • Opening:
    7th October 2024
  • Closing:
    21st October 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 100/- and any amount thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units are redeemed/switched out in excess of 10% of the units purchased within 1 year from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of multi-national companies (MNC).

  • Benchmark:

  • NIFTY MNC

  • Fund Manager:

  • Harsha Upadhyaya, Dhananjay Tikariha, Abhishek Bisen

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
Aditya Birla Sun Life MNC Fund 22.89(6M) 35.19(1Y)
ICICI Prudential MNC Fund 18.63(6M) 30.58(1Y)

Fund Prognosis

Idea Distiller

It has been quite some time since the MNC segment has seen any action. High time. And thus the fund.

  • Fund House AAUM:

  • Rs 47374688.13 Lakhs(as on 30th September, 2024)

  • Fund Manager:

  • Combined experience of above 20 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Well the MNC category definitely held some appeal in the good old days but it will take a lot for the shine to return.