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Kotak India Renaissance Fund – 1 AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.

It follows the benchmark Nifty 50 and has delivered a 1-year return of 5.05%. The strategy emphasises investing in high-quality businesses with long-term growth potential.

The total AUM of the fund stands at an Undisclosed Amount, reflecting strong investor confidence.

The Kotak India Renaissance Fund – 1 AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.

This disciplined, research-driven strategy aligns with Kotak’s philosophy of quality and conviction-based investing.

Kotak India Renaissance Fund - 1 AIF Strategy or Investment Approach - AIF Details

Strategy Name

India Renaissance Fund - 1

Start Date

16 February 2022

Category

CAT III - LONG ONLY

Benchmark

Nifty 50

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.1 Crore

Fund Manager

Not Disclosed

1 Yr. Return

5.05%

3 Yr. Return

14.93%

5 Yr. Return

NA

Kotak India Renaissance Fund - 1 Alternative Investment Fund - Fund Characteristics

No. of Stocks

25

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

3 Yrs, 2 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Kotak India Renaissance Fund - 1 AIF Strategy - Cost or Charges

Fixed Fees

2.50% of Fund Value

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 10.00% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Kotak India Renaissance Fund - 1 AIF Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

Kotak India Renaissance Fund - 1 Alternative Investment Fund Strategy - Top 5 Sectors

Retailing

Not Disclosed

Construction Materials

Not Disclosed

Utility non electric

Not Disclosed

Media, Entertainment & Publication

Not Disclosed

Cement

Not Disclosed

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