Fund Options Benefits

Fund Options

Based on the sound principle of the power of compounding, the Kotak Smart Advantage lets you choose from 3 well-defined fund options, carefully crafted to suit individual needs.

FOR HIGH GROWTH FOR CAUTIOUS GROWTH TO CONSERVATIVE GROWTH

Kotak Opportunities Fund

  • For the investor who can take higher levels of risk
  • The objective of the fund is to maximize opportunity for long-term capital growth by holding significant portions in a diversified and flexible mix of large/medium sized stocks

Kotak Dynamic Floor Fund

  • For the cautious investor who is looking to beat inflation with minimized risks
  • The objective of the funds is to beat inflation over the medium to long term by investing in large-sized company stocks, while offering protection against short-term volatility

Kotak Dynamic Bond Fund

  • For the investor who is looking to protect capital without any downside risks
  • The objective of the fund is to provide 100% security by investing in debt and government instruments

Risk Exposure Chart

Fund Option Equity
(High Risk)
Debt
(Medium Risk)
Kotak Opportunities Fund 75%-100% 0%-25%
Kotak Dynamic Floor Fund 0%-75% 25%-100%
Kotak Dynamic Bond Fund Nil 100%

You can distribute your investments across one or more funds based on your goals, time-horizon and risk appetite. You can even shift your money between funds to balance your needs at various stages in life.

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