MUTUAL FUNDS
Kotak Mutual Fund files offer document for Infinity Active Asset Allocator Long-Short Fund
Jun-25-2026
Kotak Mutual Fund has filed offer document with SEBI to launch an open-ended scheme named ‘Infinity Active Asset Allocator Long-Short Fund’. The New Fund Offer price for units would be Rs 10 during the NFO. Entry load will be nil. Exit load- For redemption / switch out within 90 days from the date of allotment will be 0.5%; If units are redeemed or switched out on or after 90 days from the date of allotment will be Nil. The Scheme offers Growth option and Income Distribution cum Capital Withdrawal option for investment and seeks to collect a Minimum Target Amount of Rs 10 crore.

The performance will be benchmarked against Nifty 50 TRI (50%)+Nifty Short Duration Debt Index (40%)+ Gold (5%)+Silver (5%). The minimum application amount during NFO will be Rs 10,00,000 and in multiples of Re. 1 thereafter.

The investment objective of the scheme is to achieve a blend of long-term capital appreciation and income generation by dynamically investing across equity, debt, equity and debt derivatives, InVITs and commodity derivatives, including limited short exposure on permitted instruments through derivatives.

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