Dear All, Following the Budget 2024 tax amendments, Non-Debt Oriented FoFs enjoy a distinct tax advantage – potentially delivering improved post-tax returns relative to traditional debt funds, which are taxed at the investor’s marginal rate. *Key Fund Features:* 🎯 *60% Debt* – Dynamically managed 🎯 *40% Equity Arbitrage* – No exposure to directional equity; designed to capture market inefficiencies 🎯 *Tax-Efficient Structure* – Aims to enhance post-tax returns compared to conventional debt funds 🎯 *Streamlined Investment Approach* – Professional management adapts seamlessly to evolving market conditions *How Does the Fund Work?* The fund invests in a combination of an Equity Arbitrage Scheme and Debt Schemes of Kotak Mahindra Mutual Fund, ensuring that Debt & Money Market exposure remains below 65% at all times*. This fund is ideally suited for conservative investors, offering a balanced approach that seeks to generate income opportunities with lower risk exposure. *For more details on asset allocation and investment strategy, please refer to the scheme information document (SID) or visit: https://www.kotakmf.com/Information/forms-and-downloads Click below for a detailed leaflet https://kotakmf.com/documents/KotakIncomePlusArbitrageFoF_May.pdf Mutual fund investments are subject to market risks, read all scheme related documents carefully. Thanks & Regards, Team Kotak MF