Kotak BSE PSU Index Fund Review

Kotak BSE PSU Index Fund Review – Kotak BSE PSU Index Fund Direct NFO Open on 10 July 2024 and Close on 24 July 2024. Kotak BSE PSU Index Fund Direct NFO Allotment Date is 31 July 2024, and the NFO Type is Open-Ended. NFO Riskometer is Very High Risk, and the Minimum Investment Amount  is ₹100. The Minimum SIP Investment Amount is ₹100.

Type of the Scheme

An open-ended scheme replicating/tracking BSE PSU Index.

Scheme Benchmark : BSE PSU Index (Total Return Index) – Benchmark Rationale – The BSE PSU Index is designed to measure the performance of public sector undertakings (PSUs). The composition of the aforesaid benchmark is such that, it is most suited for comparing the performance of the scheme.

Kotak BSE PSU Index Fund Nfo Important Date

Kotak BSE PSU Index Fund Nfo Other Details

Kotak BSE PSU Index Fund Review Asset Allocation

Investment Objective of the Scheme ? 

The investment objective of the scheme is to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors. However, there is no assurance that the objective of the scheme will be achieved.

Kotak BSE PSU Index Fund Review Manager Details

• Fund Manger :    Mr. Abhishek Bisen
• Qualification  :    B A Management, MBA Finance EPAF- IIM-C
  
• Experience  :       Mr. Abhishek Bisen has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes.
  Prior to joining Kotak AMC, Abhishek was working with Securities Trading Corporation of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

• Fund Manger :    Mr. Devender Singhal
• Qualification  :    PGDM (Finance, Insurance) Mathematics (Hon) Delhi University
  
• Experience  :        Mr. Devender Singhal is managing the equity funds for Kotak AMC since Aug 2015. He is managing assets across multicap and hybrid strategies. He has more than 22 years of experience in fund management and equity research of which last 15 years has been with Kotak. Prior to joining Kotak AMC, He has been part of various PMS like
  Kotak, Religare, Karvy and P N Vijay Financial Services.

• Fund Manger :    Mr. Satish Dondapati
• Qualification  :    MBA (Finance)
  
• Experience  :        Mr. Satish Dondapati has over 16 years of experience in ETF’s. He joined Kotak AMC in March 2008 in Product’s Department. Prior to joining Kotak AMC, he was in the MF Product Team of Centurion Bank Of Punjab.

How Will The Scheme Allocate Its Assets?

• ADR/GDR/overseas securities/ foreign securities.
• Credit Default Swaps.
• Units of Real Estate Investment Trusts (REITs), Infrastructure Investment Trusts (InvITs).
• Debt instruments with special features as referred to in Para 9.4, 4.4.4, 12.2 of SEBI Master circular No. SEBI/HO/IMD/IMD-PoD-1/P/CIR/2023/74 dated May 19, 2023.
• Securitized debt.
• Investment in commodity derivatives, debt derivative instruments.
• Structured obligations and credit enhancements.
• Repo/ reverse repo transactions in corporate debt securities.
• Fixed Income Derivatives.

Also Read: Franklin India Multi Cap Fund Review

Kotak BSE PSU Index Fund Manager Manages the Scheme? 

1. Mr. Abhishek Bisen
2. Mr. Devender Singhal
3. Mr. Satish Dondapati

Kotak BSE PSU Index Fund Registrar

Computer Age Management Services Ltd.
7th Floor, Tower II, Rayala Towers, 158,
Anna Salai, Chennai – 600002
Telephone:1800-3010-6767
Email: enq_h@camsonline.com
Website: www.camsonline.com

Kotak BSE PSU Index Fund Form Download

https://portal.amfiindia.com/spages/13961.pdf