December 07, 2025 12:56 pm (IST)
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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%).
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