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Objective : Kotak Lifestyle fund aims to generate long term capital appreciation from a portfolio of equity and equity related securities, generally diversified across companies,which are likely to benefit by changing lifestyles and rising consumerism in India.
Structure : Open Ended Equity Scheme
Inception Date : March 21, 2006
Plans and Options under the Plan : Dividend and Growth Option.
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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