The fund aims to provide investors with the potential for long-term capital growth and dividend income
FinTech BizNews Service
Mumbai, 6 January 2026: Kotak Mutual Fund has launched the Kotak Dividend Yield Fund, an open-ended equity scheme predominantly investing in dividend-yielding stocks. The fund aims to provide investors with the potential for long-term capital growth and dividend income by focusing on companies with a consistent dividend track record and strong fundamentals.
Shibani Kurian Sircar, Fund Manager, Kotak Dividend Yield Fund
The New Fund Offer (NFO) opened on January 5, 2026, and it closes on January 19, 2026. Investors can start with a minimum investment of Rs100 during the NFO period.
Kotak Dividend Yield Fund seeks to invest in companies that have paid dividends in at least one of the last three preceding financial years, aiming for consistency and reliability. Alongside dividend yield, the scheme will consider factors like cash flow, earnings growth prospect, business fundamentals and management quality. By focusing on mature, stable businesses and diversifying across sectors, the fund seeks to offer potential dividend income and long-term capital appreciation.
Mr. Nilesh Shah, Managing Director, Kotak Mahindra Asset Management Company Ltd. said, “At Kotak Mutual Fund, we believe dividend-paying companies often indicate sound business practices and a focus on shareholder value. The Kotak Dividend Yield Fund is built to help investors benefit from the growth and stability of such businesses. In today’s market, looking at companies with sustainable dividends can be a thoughtful way to add quality and resilience to your portfolio.”
Kotak Dividend Yield Fund will consider companies with a consistent dividend track record, applying additional filters for financial strength and management quality. Strict filters for financial strength and management quality are applied, and the portfolio is periodically reviewed to capture dividend yielding opportunities. The portfolio is diversified across sectors and align with the fund’s objectives.
Shibani Kurian Sircar, Fund Manager, Kotak Dividend Yield Fund said, “We have combined a disciplined investment process with deep research to build a fund that seeks out companies offering sustainable dividends and strong fundamentals. Kotak
Dividend Yield Fund is anchored in the belief that when s consistently generate healthy cash flows and reward shareholders, they create lasting value. Through careful stock selection and diversification, we aim to deliver a portfolio that balances the potential for income with long-term growth, helping investors participate in both stability and opportunity.”
The scheme opens for public subscription on 5th January, 2026 and closes on 19th January, 2026.
Investors can invest a minimum amount of Rs 100 and in any amount thereafter for switches during the NFO period.
