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Objective : Kotak Balance fund seeks to achieve growth by investing in equity & equity related instruments, balanced with income generation by investing in debt & money market instruments.
Structure : Open Ended Balanced Scheme
Inception Date : November 25, 1999
Plans and Options under the Plan :
Dividend Payout, Dividend Re-Investment.
Face Value (Rs/Unit): Rs. 10
Minimum Investment :
Rs.5000.
Entry Load : 2.25% on all investments of less than Rs.5 crores. Nil on all investments of Rs.5 crore and above.
Exit Load : 1%,if redeemed within 6 months.
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