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Kotak Dynamic Asset Allocation
 (Close Ended Balanced Scheme)
 
Kotak Dynamic Asset Allocation is Close Ended Balanced Scheme with 36 months maturity. The scheme invests in Nifty index and deploys the remaining money in debt instruments to augment the income.

     Dec 28, 2006
     Sajit Pisharodi, Deepak Gupta, Abhishek Bisen
 
   Dividends in the scheme
   Latest NAV
   Corpus as on 31/05/2009
Corpus - Rs. 267.65 Crores
   Presentation
   Offer Document
   Application Form
   Notices & Addendum
The scheme is dynamically managed with the fund manager having the discretion to vary the equity exposure between 0% – 90% and the balance will be invested in debt instruments. The scheme seeks to adopt a momentum based strategy by increasing the equity exposure as the index (Nifty) moves up and decreasing the exposure in case the trend starts weakening. As a result of such leverage, the scheme may witness volatility in returns but should deliver good returns over a long period, as our economic growth remains strong.
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