MUTUAL FUND PLANS WITH KOTAK

MUTUAL FUND PLANS | image source : freepik.com

Needless to say, that SIP investments are the most organized way of investment and it is more like having an organized way of managing your budget & finances. In SIP, as you have decided on your preferred mutual fund to invest, the fixed amount is deducted from your savings account at a regular interval as per the plan & preferences set with the mutual fund you’d decided to invest.

Here are the different plans that you can find at the Kotak Mutual Fund.

Systematic Withdrawal Plan:

Our Systematic Withdrawal Plan (SWP) is designed keeping in mind these requirements of yours. Through our SWP you can redeem defined sums at a pre-defined frequency by giving a one-time instruction to us.

You may choose to regularly withdraw either a fixed sum or just the appreciation on your investments.

This facility caters to two segments of investor needs:

1) Investors wanting defined, regular funds inflow from their investments.

2) Investors interested in booking gains at a regular interval.

STP DETAILS

Through our STP you can choose to switch your investments from one Kotak Mutual scheme to another at a predefined frequency by giving a one-time instruction to us. You also have a choice between switching a fixed sum or only the appreciation on your investments.

This facility caters to two segments of investor needs:

1) Investors wanting to time their exposure in the equity markets over a period of time instead of a point in time. Such investors can invest in our Debt Schemes and choose a periodic transfer of investments into our equity schemes.

2) Investors who are already invested in equity wanting to book profits regularly and allowing the profits to earn returns in any of our Debt schemes.