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Kotak Tax-Saver
(Open-Ended Equity Linked Savings Scheme)
Kotak Tax Saver is a diversified equity scheme that invests in equity and equity related securities and enables the investors to avail the income tax rebate, as permitted from time to time. The investment strategy is to have 80-100% in equity and 0-20% in debt and money market securities. This way the investor derives the dual benefit of gaining returns from investment in equities while also availing the tax benefit. Kotak Tax Saver scheme uses bottom-up stock selection to build its portfolio. Risk is being managed by adequate diversification and by spreading investments over a range of industries and companies. The portfolio offers a diversified mix across various sectors. As it is a close ended architecture, the investor has to compulsorily lock in ones fund for 3 years.
     Nov 23, 2005
      Krishna Sanghavi,Anurag Jain
 
   Performance as on 31/05/2009
   Portfolio as on 31/05/2009
   Allocation Pattern
   Dividends in the scheme
   Latest NAV
   Corpus as on 31/05/2009
Corpus - Rs. 454.98 Crores
   Presentation
   One Pager
   Offer Document
   Application Form
   Notices & Addendum
Massive de-leveraging and credit crunch driven by the US and spreading to Europe has led to widespread selling across asset classes including equities with bigger selling in commodities & real estate. The selling has been aggravated by redemption pressures driven by the fear about economic slowdown and collateral damages seen elsewhere. Globally we have witnessed an increased policy response by various central banks and governments with aim of providing stability to financial markets; notably the credit market and improve the business environment and sustain economic momentum. Closer home, we believe that Indian economy is largely driven by domestic consumption (67% of GDP) and infrastructure creation and is expected to be more resilient than other emerging economies. The economy is expected to do well over medium to long-term as Government & RBI have stepped in with policy response on fiscal and monetary front respectively. In the last quarter we have seen possibly biggest monetary easing in Indian history. The macro economic environment & the growth would be supported by declining commodity prices and peaking out of interest rates would further help on demand. We maintain that it is reasonable to expect India's growth to sustain over a longer period. Equity market valuations have compressed significantly and present a very attractive investment opportunity and equity as an asset class will continue to give better returns than any other asset class in the medium to longer term. Focus of the fund is to capitalize on the investment opportunities in the economy with long-term perspective. The investors in this fund should look to invest with a minimum of 3 years horizon; hence investment of the fund is made in companies, which can create greater performance over longer period of time. The fund focuses on a bottom up style of investing.
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