Kotak Launches New Diversified Equity All Cap Omni FoF

Kotak Mutual Fund just launched its new Kotak Diversified Equity All Cap Omni FoF. This open-ended fund of fund scheme, meaning a fund investing in other funds, started its New Fund Offer (NFO) period on August 5, 2026, and closes on August 19, 2026.

Investing in the Fund

• Initial purchase (Non-SIP): Rs. 1000/-
• Additional purchases (Non-SIP): minimum Rs. 500/-
• SIP (Systematic Investment Plan) minimum: Rs. 500/-, with at least two installments

The fund aims to give investors access to various company sizes. It invests in units of equity-oriented active and passive mutual fund schemes across many different market capitalizations.

Targeting Company Sizes

This fund offers diversified exposure across several company sizes, including:

• Large-cap companies
• Flexi cap companies
• Multi cap companies
• Large & mid cap companies
• Mid cap companies
• Small cap companies

Different market-cap segments perform uniquely across market cycles. Leadership often rotates between large-cap, mid-cap, and small-cap companies, making diversification key for long-term wealth creation.

How the Fund Works

The Kotak Diversified Equity All Cap Omni FoF uses an actively managed fund of funds approach. Professional fund managers dynamically select and rebalance the underlying schemes to optimize risk-adjusted returns.

Nilesh Shah, Managing Director of Kotak Mahindra Asset Management Co. Ltd., noted that India’s growth story brings many opportunities in the equity market. He stressed that diversification is crucial as leadership shifts between market capitalization segments over time.

Shah explained the fund is a simple, professionally managed solution. It blends both active and passive strategies across market capitalizations, helping investors use emerging opportunities.

Devender Singhal, Fund Manager at Kotak Mahindra Asset Management Co. Ltd., added that the Indian equity market offers distinct opportunities in large-cap, mid-cap, and small-cap companies, each with unique traits across market cycles.

Singhal stated the fund combines the strengths of active fund management and passive investing. It maintains flexibility in allocating across underlying schemes to build a well-diversified portfolio that adapts to various market conditions.

This fund simplifies investing across different company sizes by blending active and passive approaches, aiming to capture opportunities across changing market leadership.