Kotak Mutual Fund

_*Make Large Cap Investing Smart & Simple with Kotak Nifty 50 Value 20 ETF*_ Get exposure to value companies forming part of Nifty 50 Index with the Kotak Nifty 50 Value 20 ETF *Key Highlights of Nifty 50 Value 20 TRI:* 📌 *Value Investing Focus:* Selects 20 value companies forming part of Nifty 50 Index. 📌 *Performance:* 11 out of 16 years Nifty 50 Value 20 TRI has outperformed Nifty 50 TRI. # 📌 *Large Cap Companies:* Factor based exposure in large cap companies providing stability and growth potential. # For complete disclosure of Index performance, please refer to the detailed note. *Why Invest in the Kotak Nifty 50 Value 20 ETF?* 📌 Relatively low cost when compared to actively managed funds. 📌 Factor- based investing removes human biases in stock selection. 📌 Simple way to invest in value companies. *To know more, click on the below link for the detailed note: -* https://kotakmf.com/documents/Kotak_Nifty_50_Value_20_ETF_Product_Note Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Looking for *a fund that captures both scale & long-term growth potential*? The *Kotak Equity Opportunities Fund* blends strength of large caps with agility of midcaps, aiming for long-term wealth creation potential. *Why invest in the Fund?* 📌Staying ahead: of broad indices ensuring a smooth & stable ride across market cycles 📌 Long Term Wealth Creation: ₹1 lakh lumpsum invested at inception is worth ₹31.3 lakhs today# Scheme Inception: 09/09/04. Source: ICRA, Internal. As on 31/01/25. Performance is of Regular Plan - Growth. Past performance may or may not sustain in the future. Click below for detailed note: https://kotakmf.com/documents/Kotak_Equity_Opportunities_Fund_Product_Note Click below to invest now: https://www.kotakmf.com/investor/Transaction-PreLogin-Mobile-Submit?subfund=KEMER Mutual Fund investments are subject to market risks, read all scheme related documents carefully

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Dear All, *Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund NFO* Opens for subscription from *today* !! 🔹 Key Highlights: ✔ An Open-ended *Constant Maturity Index Fund* tracking *CRISIL-IBX Financial Services 3-6 Months Debt Index*. A relatively low interest rate & relatively low credit risk ✔ The underlying Index seeks to track the performance of Commercial Papers (CPs), Certificates of Deposit (CDs) & corporate bond securities *maturing within 3-6 months from the date of inclusion in the index* ✔ *High Portfolio Quality* – Invests in AAA-rated Bonds, CPs & CDs ✔ *High Liquidity* – Flexible entry & exit without penalties ✔ *Lower Expense ratio*- Passively managed scheme 📅 *NFO Period: 21st February – 5th March 2025* Click here for the NFO presentation: https://kotakmf.com/documents/Constant%20Maturity%20Debt%20Index%20Fund_NFO Mutual Fund investments are subject to market risks, read all scheme related documents carefully. -Team Kotak MF

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Dear All, *Here's the key highlights from Liquidity Monitor* 🎯 In a “whatever it takes” approach to address liquidity pressures, RBI, after conducting a ₹40,000 crore OMO purchase auction and rejecting bids for 91-day and 182-day Treasury bills in its weekly auction, *announced a $10 billion buy-sell swap this week to infuse long-term rupee liquidity, with the three-year tenor auction scheduled for next week.* 🎯 RBI’s minutes from its recent MPC meeting highlighted that the recent repo rate cut was a measured response, as retail inflation is trending toward the central bank’s 4% target. However, policymakers remain cautious that an excessively restrictive monetary stance could impact economic growth, prompting the need for reduced borrowing costs. Click below to read the full report. https://kotakmf.com/documents/Liquidity_Monitor_23_Feb_2025 MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. Thanks & Regards, Team Kotak MF

Dear All, *Key Highlights of Liquidity Monitor* 🎯 US 10-year Treasury yield declined to its lowest level since December, reflecting concerns over a slowing economy. 🎯 *India’s economic growth regained momentum in the December quarter, with GDP expanding 6.2%, up from 5.6% in the previous quarter.* The recovery was supported by a revival in rural consumption, aided by a favorable monsoon, and increased government expenditure. 🎯 In a move to enhance credit flow, RBI has rolled back the higher risk weights assigned in 2023 to bank loans for NBFCs and microfinance institutions. Click below to read the full report. https://www.kotakmf.com/documents/LiquidityMonitor_28Feb25 MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. Thanks & Regards, Team Kotak MF

Dear all, Please click on the link below for an Update on Kotak Equity Arbitrage Fund Post Expiry February 2025. https://www.kotakmf.com/documents/Updateon_KotakEquityArbitrageFund%20_Feb2025 *Summary of the Note:* 1. The *arbitrage spreads* are approximately *6.5% (annualized).* 2. Maintained cash future *Arbitrage exposure at ~70.11%.* The rest *~29.89%* of corpus is invested in *debt and money market instruments.* 3. *Volatility is good for Arbitrage funds* as it gives frequent entry and exit opportunities in Arbitrage trades 4. *We maintain a conservative debt portfolio in terms of credit and duration* 5. *Ideal Investment horizon – 3 to 6 months* Source: KMAMC Internal For a detailed portfolio and related disclosures for the scheme, please refer to our website: https://www.kotakmf.com/Information/forms-and-downloads. Regards, Team Kotak MF MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

Dear All, We are happy to announce the launch of *Kotak Nifty Midcap 150 Index Fund & Kotak Nifty Midcap 150 ETF*. Here’s why you should consider investing in these schemes? 🔖 *Mid Caps*: Nifty Midcap 150 represents the next 150 companies (companies ranked 101-250) based on full market capitalization from Nifty 500 Index. 🔖 *Diversified Portfolio*: Exposure across key sectors aiming to reduce risks and provide long term capital growth 🔖 *Low-Cost Investment*: Relatively low-cost investment compared to actively managed funds Click here for a detailed presentation of the NFO. https://kotakmf.com/documents/NFO_PPT_Kotak_Nifty_Midcap_150_Index_Fund_ETF For detailed index methodology kindly visit https://www.niftyindices.com/. Detailed Asset allocation, Investment strategies, etc. please refer to (SID) at https://www.kotakmf.com/Information/forms-and-downloads. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Looking to invest in a fund that may acts as a Navigator in the Uncertain Markets? Consider “ *Kotak Business Cycle Fund* ”, which is *flexible across different market capitalization* yet *concentrated in a few sectors*. Why should you invest in Kotak Business Cycle Fund? 📌 Identifies high growth themes & sectors which are positioned to benefit over the next 1-3 years. 📌 Focuses on companies with strong Earnings Momentum 📌 Has Generated Alpha across All time Periods*. Please click below to read more about the fund and its current positioning. https://www.kotakmf.com/documents/Kotak_Business_Cycle_PPT_revised_Jan_2025_V5_Final_Updated To invest in this fund, click below. https://www.kotakmf.com/investor/Transaction-PreLogin-Mobile-Submit?subfund=subfund *Mutual Fund investments are subject to market risks, read all scheme related documents carefully* Regards Team Kotak MF