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KOTAK MAHINDRA MUTUAL FUND ANNOUNCES CHANGE IN EXIT LOAD STRUCTURE

Published on Jul 31, 2025 11:26

Kotak Mahindra Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 01 August 2025

Change in Exit Load:

Name of the Scheme Existing Exit Load Structure Revised Exit Load Structure
Kotak Balanced Advantage Fund (An open-ended dynamic asset allocation fund) 1. For redemption/switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil.
2. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%.
3. If units are redeemed or switched out on or after 1 year from the date of allotment: Nil. Any exit load charged (net off Goods and Services tax, if any) shall be credited back to the Scheme. 		1. For redemption/switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 180 Days from the date of allotment: Nil.
2. If units redeemed or switched out are in excess of the limit within 180 Days from the date of allotment: 1%.
3. If units are redeemed or switched out on or after 180 Days from the date of allotment: Nil. Any exit load charged (net off Goods and Services tax, if any) shall be credited back to the Scheme.

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