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Kotak MF launches Nifty index fund - The Hindu BusinessLine


Kotak MF launches Nifty index fund
May 31, 2021
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Kotak Mahindra Asset Management Company has launched a passive fund on Nifty 50 Index Fund which will invest in 50 large cap companies represented in the popular Nifty 50 Index in the same weight.
The New Fund Offer, which opened for subscription on Monday, closes on June 14.
For long-term investors
Harsha Upadhyaya, Chief Investment Officer (Equity), Kotak Mahindra AMC, said the fund is a one-stop solution for long-term wealth creation and is a good choice for investors looking to participate in India’s growth story over the next few decades.
As a passive low-cost fund, it allows investors to participate in a diversified portfolio of large cap blue chip companies by tracking Nifty 50 Index, he added. ....

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Assets under management: ICICI Mutual displaces HDFC MF from second spot


May 12, 2021
At ₹5.04 lakh crore, SBI MF occupies top position
ICICI Prudential Mutual Fund has regained its second spot in the list of asset under management as of April-end toppling HDFC MF. Interestingly, SBI Mutual Fund with AUM of ₹5.04 lakh crore retained its numero uno position.
ICICI Pru MF recorded an AUM of ₹4.13 lakh crore while HDFC MF’s stood at ₹4.08 lakh crore last month. Previously, the difference between ICICI Mutual Fund and HDFC Mutual was just ₹1,000 crore.
Aditya Biral Sun Life Mutual Fund, which is gearing up to get listed on the stock exchange, has occupied the fourth position with an AUM of₹2.66 lakh crore while Kotak MF ranked fifth. ....

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Auto Cycle Turned For Best; Cost Pressures Visible In Q4FY21: Kotak MF's Harsha Upadhyaya


Auto cycle turned for best; cost pressures visible in Q4FY21: Kotak MF’s Harsha Upadhyaya
Harsha Upadhyaya, CIO-Equity, Kotak Mutual Fund said they expect volume growth
CNBC-TV18
Harsha Upadhyaya, CIO-Equity, Kotak Mutual Fund
The auto cycle has turned for the best and we expect volume growth, said Harsha Upadhyaya, CIO-Equity, Kotak Mutual Fund on Friday.
“We believe the auto cycle has turned and the volume growth should continue, but the only caveat here is that there has been a raw material price increase last quarter, which was not visible in Q3, he said in an interaction with CNBC-TV18.
“However, going into Q4 we could see some of these costs showing up and also the advertising and promotion cost could increase a bit as the economy opens further,” said Upadhyaya. ....

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Three pillars drove markets in 2020: Kotak MF


The quarterly results of September 2020 were above expectation with Nifty’s net profit rising above Rs 1 lakh crore, said Nilesh Shah, MD, Kotak AMC. Going forward, FPI flows will be supported by central banks globally and the low-interest rate scenario will support equity valuation, he added. The volatility caused in 2020 was due to the pandemic and 2021 can be volatile due to vaccine related issues, he concluded.
There has been an improvement in the high frequency indicators like GST, power consumption trend; foreign exchange reserves, etc, said Harsha Upadhyaya, CIO – Equity, Kotak AMC. The causes for concern could be unemployment, MSME sector and inflation, he added. The market valuation is currently towards the higher end of the historical range, he concluded. ....

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