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The following are the findings emerged from the present study entitled “An
Overview of Mutual Fund Industry in India – A Study with reference to Kotak Open-
Ended Balanced Fund”.
5. The Entry Load of the Fund is Nil where as the Exit Load varies from the Time
Horizon of the Fund and the Exit Load is as follows:
1. For redemptions / switch outs within 1 year from the date of allotment of
units, irrespective of the amount of investment: 1%
2. For redemption in case of SIP/STP within 2 years from the date of allotment of
units, irrespective of the amount of investment: 1%
3. Where an investment is made by Fund of Funds as defined under SEBI
Regulations: Nil%
4. Where units are allotted upon Reinvestment of Dividends: Nil
7. Minimum Redemption Size is Rs. 1000/- or 100 units. If the holding is less than
Rs. 1000 or 100 units, the entire balance will be redeemed as and when redemption
request is received from the investor.
8. The debt portion of the KOTAK OPEN ENDED BALANCED GROWTH Fund is in
between 30% to 35%. It can help to reduce the volatility. The debt portion while
providing income yield also offers potential capital appreciation with a falling interest
rates scenario.
9. SIP/STP is the preferred way of investing although at current levels an investor can
invest in lumpsum with a horizon of 18-24 months.
RECOMMENDATIONS
This study on “An Overview of Mutual Fund Industry in India – A Study with
reference to Kotak Open-Ended Balanced Fund”.
1-9
.
SUGGESTIONS
Some of the suggestions made from the present study “An Overview of Mutual
Fund Industry in India – A Study with reference to Kotak Open-Ended Balanced Fund”.
are
1-9
Conclusion
Bibliography:
Books
L.M.Bhole., Financial Institutions and Markets, Tata McGrawhill,2009.
M.Y.Khan.,