10. Investor’s Perception about Mutual
Fund in India
Reasons for not investing in Mutual Funds in India
Due to their perceived high risk
A lack of information on how mutual funds work.
complexity
17. Vision-Mission & Objective of
the company
Vision Mission
Number of
Awareness of
mutual Fund
Number one
AMC (Assets
management
Company) in
India.
Objective
1. Good market
mobilization.
2. Top one AMC in
India
3. Mutual Fund
awareness in
India
18. Sectors
Kotak Mahindra Bank
Kotak Securities
Kotak Mutual Fund
Kotak Life Insurance
Kotak Net Banking
Kotak Commodities
Kotak Gold Fund.
21. Key Employees of Asset Management Company
Mr. Sandesh
Kirkire (CEO)
R. Krishanan
(Chief operation
Officer)
Mr. Alroy Lobo
(Chief Strategist
and Global Head
Equities Asset
Management)
22. Fund Managers of Asset Management
Company - Debt Team
Ms. Lakshmi
Iyer - Senior
Vice President
& Head (Fixed
Income and
Products)
Mr. Abhishek
Bisen - Vice
President
Mr. Deepak
Agrawal - Vice
President
Mr. Mayank
Prakash - Sr.
Manager
23. Fund Managers of Asset Management
Company - Equity Team
Mr. Harsha
Upadhyaya - Sr.
Vice President
& Head of
Equity
Mr. Pankaj
Tibrewal - Vice
President
Mr. Pradeep
Kumar - Vice
President
Mr. Deepak
Gupta - Sr.
Manager
25. Equity
Debt
Balanced
• kotak 50
• kotak contra
• kotak midcap
• kotak oppurtunity
• kotak tax saver
• kotak bond
• kotak short term bond
• kotak gilt saving
• kotak gilt investment
• kotak monthly income plan
• kotak balance
27. Kotak 50
An Open Ended-Equity Scheme
• Investment objective To generate capital appreciation from a portfolio of predominatly
equity and equity related securities. The portfolio will generally
comprise of equity and equity related instruments of around 50
companies which may go up to 59 companies but will not exceed
59 at point in time.
•Fund managers Mr. Pradeep kumar
Mr. Harsh Upadhaya
•Load structure Entry Load:- Nil
Exit Load:- 1. For redemptions/ switch outs within 1 year from
the date of allotment of units, irrespective of the amount of
investment: 1%
2. For redemptions/ switch outs after 1 year from the date of
allotment of units, irrespective of the amount of investment:
nil
Minimum investment
amount
For SIP:- 1000
For One time:-5000
28. Contd…
•Benchmark S&P CNX Nifty
•Inception date December 29, 1998
•portfolio 1. Reliance industries ltd.
2. Infosys ltd
3. HDFC bank ltd.
4. ICICI bank ltd.
5. ITC ltd.
6. Coal India ltd.
7. Bharti airtel
8. Dr. reddy lab ltd.
-Petroleum product
-Software
-Banks
-Banks
-FMCG
-Minerals/Mining
-Telecom-services
-Pharmaceuticals
38. HDFC top
200
Birla
frontline
equity
Kotak 50
ICICI front
line equity
Equity
HDFC MIP
Kotak MIP
Reliance
MIP
MIP
Kotak Bond
Deposit
Reliance
Bond
HDFC
Bond Fund
Bond
Fund
Kotak Flexi
Debt
Reliance
RSF
HDFC
Money
Magev
Liquid