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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Arjun Khanna

03 Apr 25 | 12:00 AM

9.19 -0.40 (-4.19%)

Scheme Info

Investment Details

Have a look at some key information regarding the Mutual fund which helps in evaluating whether the fund suits your investment objectives

Fund Objective

The primary investment objective of the scheme is to provide long-term capital appreciation by investing in units of Wellington Global Innovation Fund or any other similar overseas mutual fund schemes/ETFs. The Scheme may, at the discretion of the Investment Manager, also invest in the units/ shares of any other similar overseas mutual fund schemes/ETFs. It shall be noted similar overseas mutual fund schemes/ETFs' shall have investment objective, investment strategy, asset allocation and risk profile/consideration similar to those of Wellington Global Innovation Fund. However, there can be no assurance that the investment objective of the Scheme will be realized.

Scheme Details

  • Fund Type

    OPEN

  • Inception Date

    08-07-2021

  • AMC Name

    Kotak Mahindra Mutual Fund

  • Minimum Investment

    Rs. 100

  • Expense Ratio

    1.58

  • Exit Load Comment

    1.00% - For redemption / switch outs (including SIP/STP) within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.