Nilesh Shah, Managing Director, Kotak Mahindra Asset Management Company, said, “Building a multi-asset portfolio on your own sounds simple until you try it. You need to track multiple schemes, decide when to rebalance, and every switch triggers a tax event that eats into your compounding. Most investors either over-monitor and overtrade, or they set it and forget it and end up with a lopsided portfolio. The Kotak Multi Asset Active FOF would endeavour to solve this by doing the asset allocation, rebalancing, and scheme selection across Kotak and other AMC schemes within a single fund structure. The investor gets diversification across asset classes – equity, debt, and commodities without the tax drag of doing it themselves.”
