{"id":16054,"date":"2026-01-06T12:47:49","date_gmt":"2026-01-06T07:17:49","guid":{"rendered":"https:\/\/www.torusdigital.com\/toruscope\/?p=16054"},"modified":"2026-01-06T12:47:49","modified_gmt":"2026-01-06T07:17:49","slug":"kotak-dividend-yield-fund-nfo-opens-for-subscription","status":"publish","type":"post","link":"https:\/\/www.torusdigital.com\/toruscope\/news\/kotak-dividend-yield-fund-nfo-opens-for-subscription\/","title":{"rendered":"Kotak Dividend Yield Fund NFO: A Dividend Focused Equity Strategy for 2026"},"content":{"rendered":"

[vc_section el_id=”blog-inner-layout”][vc_row overlay_dotted=””][vc_column el_class=”blog_primary”][vc_row_inner][vc_column_inner][vc_column_text css=””]<\/p>\n

Kotak Mahindra Mutual Fund<\/a> 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.<\/p>\n

<\/span>Key NFO Details<\/strong><\/span><\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Detail<\/strong><\/td>\nInformation<\/strong><\/td>\n<\/tr>\n<\/thead>\n
Fund Name<\/td>\nKotak Dividend Yield Fund<\/td>\n<\/tr>\n
NFO Period<\/td>\n05 Jan 2026 to 19 Jan 2026<\/td>\n<\/tr>\n
Allotment Date<\/td>\n27 Jan 2026<\/td>\n<\/tr>\n
Category<\/td>\nEquity Strategy<\/td>\n<\/tr>\n
Risk Level<\/td>\nVery High<\/td>\n<\/tr>\n
Fund Type<\/td>\nNot specified<\/td>\n<\/tr>\n
Minimum Investment<\/td>\n\u20b910,000 (lumpsum), \u20b93,000 (SIP)<\/td>\n<\/tr>\n
Exit Load<\/td>\n1.0%<\/td>\n<\/tr>\n
Short term capital gains (STCG)<\/td>\nReturns taxed at 20% if you redeem before 1 year<\/td>\n<\/tr>\n
Long term capital gains (LTCG)<\/td>\nAfter 1 year, returns above \u20b91.25 lakh in a financial year are taxed at 12.5%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/span>Investment Objective<\/strong><\/span><\/h3>\n\n\n\n\n\n
Objective<\/strong><\/td>\n<\/tr>\n<\/thead>\n
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.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/span>How Does This Compare with the Category?<\/strong><\/span><\/h3>\n\n\n\n\n\n\n\n\n\n\n\n
Time Period<\/strong><\/td>\nCategory Avg. Returns (CAGR)<\/strong><\/td>\n<\/tr>\n<\/thead>\n
1 Year<\/td>\n13.55%<\/td>\n<\/tr>\n
2 Years<\/td>\n7.61%<\/td>\n<\/tr>\n
3 Years<\/td>\n13.26%<\/td>\n<\/tr>\n
4 Years<\/td>\n14.38%<\/td>\n<\/tr>\n
5 Years<\/td>\n14.26%<\/td>\n<\/tr>\n
7 Years<\/td>\n16.12%<\/td>\n<\/tr>\n
10 Years<\/td>\n14.37%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/span>Should You Invest in This NFO?<\/strong><\/span><\/h3>\n\n\n\n\n\n\n\n
Investing May Make Sense If<\/strong><\/td>\n<\/tr>\n<\/thead>\n
You are comfortable with very high-risk equity exposure.<\/td>\n<\/tr>\n
You prefer an equity strategy focused on dividend-yielding companies.<\/td>\n<\/tr>\n
You are investing with a long-term horizon for capital appreciation and potential dividend income.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n\n\n\n\n\n
Important Note<\/strong><\/td>\n<\/tr>\n<\/thead>\n
As this is a new fund offer, there is no past performance data available for the scheme itself.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/span>About Kotak Mahindra Mutual Fund<\/strong><\/span><\/h2>\n

<\/span>Fund Managers<\/strong><\/span><\/h3>\n\n\n\n\n\n\n
Name<\/strong><\/td>\n<\/tr>\n<\/thead>\n
Abhishek Bisen<\/td>\n<\/tr>\n
Shibani Sircar Kurian<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/span>AMC Details<\/strong><\/span><\/h3>\n\n\n\n\n\n\n\n\n
Detail<\/strong><\/td>\nInformation<\/strong><\/td>\n<\/tr>\n<\/thead>\n
No. of Schemes<\/td>\n86<\/td>\n<\/tr>\n
Total AUM<\/td>\n\u20b95,66,982 Cr (as of Sep 30, 2025)<\/td>\n<\/tr>\n
Address<\/td>\nThe Capital Building, Behind ICICI Bank, G Block, BKC, Bandra Kurla Complex, Bandra East, Mumbai 400051<\/td>\n<\/tr>\n
Phone<\/td>\n022-61152100 \/ 1800-22-2626<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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