April 17, 2026 12:21 am (IST)
Follow us:
Kotak Mutual Fund launches Kotak Capital Protection Oriented Scheme
Mumbai, Sept 8 (IBNS): Kotak Mutual Fund on Tuesday announced the launch of Kotak Capital Protection Oriented Scheme Series 1 (KCPOSS-1).
This scheme offers an investment solution that seeks capital protection by investing a large portion of the portfolio in highest rated debt securities and money market instruments while the balance is invested in equity to provide capital appreciation. KCPOSS-1 is a close ended scheme with a maturity of 1101 days, which is 3.02 years.
The New Fund Offer is open from Sept 7 to Sept 21. The minimum application amount is Rs.5,000/- payable in multiples of Rs. 10/- for purchase and switch-ins.
Nilesh Shah, Managing Director, Kotak Mutual Fund said, “Kotak Capital Protection Oriented Scheme Series 1 has been designed for conservative investors who look for capital appreciation associated with equity investments but have low risk appetite on the capital. To hedge against market volatility, this scheme will pick growth oriented stocks available at reasonable valuations, which are now available in plenty after market correction while putting the greater share in higher rated debt instruments.”
With a two pronged investment strategy, the fund will invest in debt and money market securities and also equity. A combination of top-down and bottom-up approach to select potential scrips will provide growth at reasonable valuations.
Mutual Fund investments are tax efficient as compared to fixed deposits. Interest on bank term deposit is subject to TDS and is exposed to further tax as per the relevant income tax slab of the investor.
As against this, dividend from Mutual Funds are tax free in the hands of the investor. Kotak Capital Protection Oriented Scheme Series 1 is eligible for long term capital gains tax since the investment tenure is greater than three years, thus enjoying indexation benefit.
The fund is benchmarked against CRISIL Composite Bond Fund Index (80%) and CNX Nifty (20%).
Support Our Journalism
We cannot do without you.. your contribution supports unbiased journalism
IBNS is not driven by any ism- not wokeism, not racism, not skewed secularism, not hyper right-wing or left liberal ideals, nor by any hardline religious beliefs or hyper nationalism. We want to serve you good old objective news, as they are. We do not judge or preach. We let people decide for themselves. We only try to present factual and well-sourced news.
Support objective journalism for a small contribution.
Latest Headlines
Lenskart dress code row: Hijab allowed, bindi restriction triggers backlash; CEO responds
Thu, Apr 16 2026
Rupee rises 9 paise, upside limited by dollar demand
Thu, Apr 16 2026
Sensex, Nifty rise as oil slips on West Asia de-escalation hopes
Thu, Apr 16 2026
FICCI appoints Anant Swarup as Secretary General
Wed, Apr 15 2026
Aditya Birla Capital Introduces ‘LeadHerShip’ to nurture next generation of women entrepreneurs in financial services
Wed, Apr 15 2026
LIC of India introduces MyLIC App. How will it benefit you?
Wed, Apr 15 2026