Update on Investment in Essel Group Companies – April 12, 2019

Update on Investment in Essel Group Companies – August 02, 2019

Update on Investment in Essel Group Companies – September 09, 2019

Update on Investment in Essel Group Companies – September 25, 2019

Update on Investment in DHFL – September, 2019

Transactions of Debt and Money Market Securities

Supplementary KYC, FATCA & CRS & UBO Self Certification Form – Non Individuals

Supplementary KYC, FATCA & CRS Form – Individual

Change in Tax Status & Change in Bank Details

Revalidation of Redemption or Dividend Warrant with COB

Revalidation of Redemption or Dividend Warrant without COB

Methodology of Calculating Sale Price and Repurchase Price for Mutual Funds Units

Equity Fund: Best Diversified Equity Mutual funds Options Kotak

Kotak Mahindra Gilt Unit Scheme – 98 Investment Plan

Kotak Capital Protection Oriented Scheme – Series 3

Kotak Capital Protection Oriented Scheme – Series 4

Kotak Bluechip Fund is an open-ended equity scheme. The investment objective of the Scheme is to generate capital appreciation from a portfolio of predominantly equity & equity related securities of large cap companies.

Kotak Small Cap Fund is an open-ended equity growth scheme. The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities by investing predominantly in small cap companies.

Kotak Equity Opportunities is an open-ended equity growth scheme.The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. The Scheme will invest predominantly in a mix of large and midcap stocks from various sectors, which look promising, based on the growth pattern in the economy.

Kotak India EQ Contra Fund is an open – ended equity growth scheme. The investment objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities.

Kotak Equity Arbitrage is an open-ended equity growth scheme. The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and by investing the balance in debt and money market instruments.

Kotak Emerging Equity is a open ended equity growth scheme. The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity & equity related securities predominantly in mid cap companies.

Kotak Global Emerging Market Fund is an open-ended equity scheme. The investment objective of the scheme is to provide long-term capital appreciation by investing in an overseas mutual fund scheme that invests in a diversified portfolio of securities as prescribed by SEBI from time to time in global emerging markets.

Kotak Standard Multicap Fund is an open-ended equity scheme. The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of of predominantly equity & equity related securities generally focused on a few selected sectors across market capitalisation.

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms. There is no assurance that the investment objective of the Scheme will be achieved.

Kotak Equity Savings Fund, an Open ended equity scheme. The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.There is no assurance or guarantee that the investment objective of the scheme will be achieved.

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