Kotak Mahindra Mutual Fund has launched a new equity strategy scheme, the Kotak Dividend Yield Fund, open for subscription from 05 January 2026 to 19 January 2026. Categorised under equity strategy funds, this NFO follows a dividend yield-based investing approach with the objective of generating long-term capital appreciation and or dividend distribution.
Key NFO Details
| Detail | Information |
| Fund Name | Kotak Dividend Yield Fund |
| NFO Period | 05 Jan 2026 to 19 Jan 2026 |
| Allotment Date | 27 Jan 2026 |
| Category | Equity Strategy |
| Risk Level | Very High |
| Fund Type | Not specified |
| Minimum Investment | ₹10,000 (lumpsum), ₹3,000 (SIP) |
| Exit Load | 1.0% |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Investment Objective
| Objective |
| The scheme is to generate long term capital appreciation and or dividend distribution by investing predominantly in a well-diversified portfolio of equity and equity-related instruments of dividend-yielding companies. |
How Does This Compare with the Category?
| Time Period | Category Avg. Returns (CAGR) |
| 1 Year | 13.55% |
| 2 Years | 7.61% |
| 3 Years | 13.26% |
| 4 Years | 14.38% |
| 5 Years | 14.26% |
| 7 Years | 16.12% |
| 10 Years | 14.37% |
Should You Invest in This NFO?
| Investing May Make Sense If |
| You are comfortable with very high-risk equity exposure. |
| You prefer an equity strategy focused on dividend-yielding companies. |
| You are investing with a long-term horizon for capital appreciation and potential dividend income. |
| Important Note |
| As this is a new fund offer, there is no past performance data available for the scheme itself. |
About Kotak Mahindra Mutual Fund
Fund Managers
| Name |
| Abhishek Bisen |
| Shibani Sircar Kurian |
AMC Details
| Detail | Information |
| No. of Schemes | 86 |
| Total AUM | ₹5,66,982 Cr (as of Sep 30, 2025) |
| Address | The Capital Building, Behind ICICI Bank, G Block, BKC, Bandra Kurla Complex, Bandra East, Mumbai 400051 |
| Phone | 022-61152100 / 1800-22-2626 |
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Final Thoughts
The Kotak Dividend Yield Fund NFO is designed for investors seeking equity exposure through a dividend-focused investment strategy with a very high risk profile. It may be suitable for long-term investors who believe in dividend-yielding companies as a source of potential capital appreciation and income. Investors should carefully review the scheme document and assess their risk tolerance and financial objectives before investing.
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