KOTAK MAHINDRA MUTUAL FUND CHANGE IN MINIMUM APPLICATION AMOUNT AND MINIMUM SIP AMOUNT

Published on Jul 14, 2023 11:37

Kotak Mahindra Mutual Fund Announces that the Minimum Application Amount for the following schemes of Kotak Mahindra Mutual Fund stands modified as under with effect from July 17, 2023.

Scheme Name	Existing Minimum Application Amount	Proposed Minimum Application Amount
� Kotak Silver ETF Fund of Fund � Kotak All Weather Debt FOF � Kotak NASDAQ 100 Fund of Fund � Kotak International REIT FOF � Kotak ESG Opportunities Fund � Kotak Pioneer Fund � Kotak Focused Equity Fund � Kotak Floating Rate Fund � Kotak Equity Hybrid Fund � Kotak Equity Savings Fund � Kotak Medium Term Fund � Kotak Gold Fund � Kotak Credit Risk Fund � Kotak Dynamic Bond Fund � Kotak Low Duration Fund � Kotak Infrastructure & Economic Reform Fund � Kotak Global Emerging Market Fund � Kotak Corporate Bond Fund � Kotak India EQ Contra Fund � Kotak Savings Fund � Kotak Multi Asset Allocator Fund of Fund - Dynamic � Kotak Debt Hybrid Fund � Kotak Bond Short Term Fund � Kotak Bond Fund � Kotak Banking and PSU Debt Fund � Kotak Gilt Fund � Kotak Nifty 200 Momentum 30 Index Fund � Kotak Nifty SDL Jul 2028 Index Fund � Kotak Banking & Financial Services Fund � Kotak Nifty SDL Jul 2033 Index Fund � Kotak Nifty SDL Jul 2026 Index Fund � Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund � Kotak Business Cycle Fund � Kotak Manufacture in India Fund � Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund � Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund � Kotak Multicap Fund � Kotak Flexicap Fund � Kotak Equity Arbitrage Fund � Kotak Overnight Fund � Kotak Money Market Fund	5000/- and in multiples of Re. 1 for purchases and of Re. 0.01 for switches and Additional Purchase 1000/- and in multiples of Re. 1 for purchases and of Re. 0.01 for switches	100/- and any amount thereafter and Additional Purchase 100/- and any amount thereafter

Scheme Name

Existing Minimum Application Amount

Proposed Minimum Application Amount

� Kotak Silver ETF Fund of Fund

� Kotak All Weather Debt FOF

� Kotak NASDAQ 100 Fund of Fund

� Kotak International REIT FOF

� Kotak ESG Opportunities Fund

� Kotak Pioneer Fund

� Kotak Focused Equity Fund

� Kotak Floating Rate Fund

� Kotak Equity Hybrid Fund

� Kotak Equity Savings Fund

� Kotak Medium Term Fund

� Kotak Gold Fund

� Kotak Credit Risk Fund

� Kotak Dynamic Bond Fund

� Kotak Low Duration Fund

� Kotak Infrastructure & Economic Reform Fund

� Kotak Global Emerging Market Fund

� Kotak Corporate Bond Fund

� Kotak India EQ Contra Fund

� Kotak Savings Fund

� Kotak Multi Asset Allocator Fund of Fund - Dynamic

� Kotak Debt Hybrid Fund

� Kotak Bond Short Term Fund

� Kotak Bond Fund

� Kotak Banking and PSU Debt Fund

� Kotak Gilt Fund

� Kotak Nifty 200 Momentum 30 Index Fund

� Kotak Nifty SDL Jul 2028 Index Fund

� Kotak Banking & Financial Services Fund

� Kotak Nifty SDL Jul 2033 Index Fund

� Kotak Nifty SDL Jul 2026 Index Fund

� Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund

� Kotak Business Cycle Fund

� Kotak Manufacture in India Fund � Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund

� Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund

� Kotak Multicap Fund

� Kotak Flexicap Fund

� Kotak Equity Arbitrage Fund

� Kotak Overnight Fund

� Kotak Money Market Fund

5000/- and in multiples of Re. 1 for purchases and of Re. 0.01 for switches and Additional Purchase 1000/- and in multiples of Re. 1 for purchases and of Re. 0.01 for switches

100/- and any amount thereafter and Additional Purchase 100/- and any amount thereafter

Scheme Name	Existing Minimum Application Amount	Proposed Minimum Application Amount
� Kotak Global Innovation Fund of Fund � Kotak Balanced Advantage Fund � Kotak Bluechip Fund	1000/- and in multiples of Re. 1 for purchases and of Re. 0.01 for switches and Additional Purchase 1000/- and in multiples of Re. 1 for purchases and of Re. 0.01 for switches	100/- and any amount thereafter and Additional Purchase 100/- and any amount thereafter

Scheme Name

Existing Minimum Application Amount

Proposed Minimum Application Amount

� Kotak Global Innovation Fund of Fund

� Kotak Balanced Advantage Fund

� Kotak Bluechip Fund

1000/- and in multiples of Re. 1 for purchases and of Re. 0.01 for switches and Additional Purchase 1000/- and in multiples of Re. 1 for purchases and of Re. 0.01 for switches

100/- and any amount thereafter and Additional Purchase 100/- and any amount thereafter

Scheme Name	Existing Minimum Application Amount	Proposed Minimum Application Amount
� Kotak Small Cap Fund � Kotak Equity Opportunities Fund	500/- and in multiples of Re. 1 for purchases and of Re. 0.01 for switches 0.01 for switches and 500/- and in multiples of Re. 1 for purchases and of Re.0.01 for switches	100/- and any amount thereafter and Additional Purchase 100/- and any amount thereafter

Scheme Name

Existing Minimum Application Amount

Proposed Minimum Application Amount

� Kotak Small Cap Fund

� Kotak Equity Opportunities Fund

500/- and in multiples of Re. 1 for purchases and of Re. 0.01 for switches 0.01 for switches and 500/- and in multiples of Re. 1 for purchases and of Re.0.01 for switches

100/- and any amount thereafter and Additional Purchase 100/- and any amount thereafter

Scheme Name	Existing Minimum Application Amount	Proposed Minimum Application Amount
� Kotak Nifty Smallcap 50 Index Fund � Kotak Nifty Next 50 Index Fund � Kotak Emerging Equity Fund � Kotak Nifty 50 Index Fund � Kotak Liquid Fund	100/- and in multiples of Re. 1 for purchases and of Re. 0.01 for switches 0.01 for switches and 100/- and in multiples of Re. 1 for purchases and of Re.0.01 for switches	100/- and any amount thereafter and Additional Purchase 100/- and any amount thereafter

Scheme Name

Existing Minimum Application Amount

Proposed Minimum Application Amount

� Kotak Nifty Smallcap 50 Index Fund

� Kotak Nifty Next 50 Index Fund

� Kotak Emerging Equity Fund

� Kotak Nifty 50 Index Fund

� Kotak Liquid Fund

100/- and in multiples of Re. 1 for purchases and of Re. 0.01 for switches 0.01 for switches and 100/- and in multiples of Re. 1 for purchases and of Re.0.01 for switches

100/- and any amount thereafter and Additional Purchase 100/- and any amount thereafter

Kotak Mahindra Mutual Fund Announces change in change in minimum SIP amount for below mentioned funds:

Scheme Name	Existing Minimum SIP Amount	Proposed Minimum SIP Amount
� Kotak Silver ETF Fund of Fund � Kotak All Weather Debt FOF � Kotak NASDAQ 100 Fund of Fund � Kotak International REIT FOF � Kotak ESG Opportunities Fund � Kotak Pioneer Fund � Kotak Focused Equity Fund � Kotak Floating Rate Fund � Kotak Equity Hybrid Fund � Kotak Equity Savings Fund � Kotak Medium Term Fund � Kotak Gold Fund � Kotak Credit Risk Fund � Kotak Dynamic Bond Fund � Kotak Low Duration Fund � Kotak Infrastructure & Economic Reform Fund � Kotak Global Emerging Market Fund � Kotak Corporate Bond Fund � Kotak India EQ Contra Fund � Kotak Savings Fund � Kotak Multi Asset Allocator Fund of Fund - Dynamic � Kotak Debt Hybrid Fund � Kotak Bond Short Term Fund � Kotak Bond Fund � Kotak Banking and PSU Debt Fund � Kotak Gilt Fund	1000/- (Subject to a minimum of 6 SIP installments of Rs. 1000/- each)	100/- and any amount thereafter (Subject to a inimum of 10 SIP installments)

Scheme Name

Existing Minimum SIP Amount

Proposed Minimum SIP Amount

� Kotak Silver ETF Fund of Fund

� Kotak All Weather Debt FOF

� Kotak NASDAQ 100 Fund of Fund

� Kotak International REIT FOF

� Kotak ESG Opportunities Fund

� Kotak Pioneer Fund

� Kotak Focused Equity Fund

� Kotak Floating Rate Fund

� Kotak Equity Hybrid Fund

� Kotak Equity Savings Fund

� Kotak Medium Term Fund

� Kotak Gold Fund

� Kotak Credit Risk Fund

� Kotak Dynamic Bond Fund

� Kotak Low Duration Fund

� Kotak Infrastructure & Economic Reform Fund

� Kotak Global Emerging Market Fund

� Kotak Corporate Bond Fund

� Kotak India EQ Contra Fund

� Kotak Savings Fund

� Kotak Multi Asset Allocator Fund of Fund - Dynamic

� Kotak Debt Hybrid Fund

� Kotak Bond Short Term Fund

� Kotak Bond Fund

� Kotak Banking and PSU Debt Fund

� Kotak Gilt Fund

1000/- (Subject to a minimum of 6 SIP installments of Rs. 1000/- each)

100/- and any amount thereafter (Subject to a inimum of 10 SIP installments)

Scheme Name	Existing Minimum SIP Amount	Proposed Minimum SIP Amount
� Kotak Nifty 200 Momentum 30 Index Fund � Kotak Nifty SDL Jul 2028 Index Fund � Kotak Banking & Financial Services Fund � Kotak Nifty SDL Jul 2033 Index Fund � Kotak Nifty SDL Jul 2026 Index Fund � Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund � Kotak Business Cycle Fund � Kotak Manufacture in India Fund � Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund � Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund � Kotak Multicap Fund � Kotak Flexicap Fund � Kotak Equity Arbitrage Fund � Kotak Small Cap Fund � Kotak Equity Opportunities Fund	500/- (Subject to a minimum of 6 SIP installments of 500/-each)	100/- and any amount thereafter (Subject to a minimum of 10 SIP installments of 100/- each)

Scheme Name

Existing Minimum SIP Amount

Proposed Minimum SIP Amount

� Kotak Nifty 200 Momentum 30 Index Fund

� Kotak Nifty SDL Jul 2028 Index Fund

� Kotak Banking & Financial Services Fund

� Kotak Nifty SDL Jul 2033 Index Fund

� Kotak Nifty SDL Jul 2026 Index Fund

� Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60:40 Index Fund

� Kotak Business Cycle Fund

� Kotak Manufacture in India Fund � Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund

� Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund

� Kotak Multicap Fund

� Kotak Flexicap Fund

� Kotak Equity Arbitrage Fund

� Kotak Small Cap Fund

� Kotak Equity Opportunities Fund

500/- (Subject to a minimum of 6 SIP installments of 500/-each)

100/- and any amount thereafter (Subject to a minimum of 10 SIP installments of 100/- each)

Scheme Name	Existing Minimum SIP Amount	Proposed Minimum SIP Amount
� Kotak Global Innovation Fund of Fund � Kotak Balanced Advantage Fund � Kotak Bluechip Fund � Kotak Nifty Smallcap 50 Index Fund � Kotak Nifty Next 50 Index Fund � Kotak Emerging Equity Fund � Kotak Nifty 50 Index Fund	100/- (Subject to a minimum of 10 SIP installments of 100/- each)	100/- and any amount thereafter (Subject to a minimum of 10 SIP installments of 100/- each)

Scheme Name

Existing Minimum SIP Amount

Proposed Minimum SIP Amount

� Kotak Global Innovation Fund of Fund

� Kotak Balanced Advantage Fund

� Kotak Bluechip Fund

� Kotak Nifty Smallcap 50 Index Fund

� Kotak Nifty Next 50 Index Fund

� Kotak Emerging Equity Fund

� Kotak Nifty 50 Index Fund

100/- (Subject to a minimum of 10 SIP installments of 100/- each)

100/- and any amount thereafter (Subject to a minimum of 10 SIP installments of 100/- each)

KOTAK MAHINDRA MUTUAL FUND CHANGE IN MINIMUM APPLICATION AMOUNT AND MINIMUM SIP AMOUNT

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