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  1. Download the PDF form to set up or cancel a SIP for mutual fund schemes. Fill in the details of investment, frequency, amount, start date, folio number and FATCA declaration.

  2. Policy to protect the interest of investors of Kotak Small Cap Fund and Kotak Emerging Equity Fund

  3. In case of Systematic Investment Plan(s), the transaction charge shall be applicable only if the total commitment through SIPs amounts to Rs.10,000/- & above.

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  4. Kotak Mahindra Bank Ltd. CIN: L65110MH1985PLC03813 Registered Office: 27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051. www.kotak.com KMBL/Apr-2015/V1.0 1/3 Note The information in this section is being collected because of enhancements to Kotak Mahindra Bank's new account on-boarding

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  5. SIP, or Systematic Investment Plan, is an investment strategy that allows individuals to invest in mutual funds regularly over a specified period. It involves investing a fixed amount at regular intervals, typically monthly. SIP offers several advantages, making it a popular investment method.

  6. Booster CAP Amount: Investor has an option to freeze the SIP Booster amount once it reaches a fixed predefined amount. The fixed pre-defined amount should be same as the maximum amount mentioned by the investor in the NACH Debit Mandate Form.

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  8. Instruction & Information of Normal SIP. Please refer the Key Information Memorandum and Offer Document/ SAI/ SID of the respective scheme(s) for Applicable NAV, Risk Factors, Load Structure and other information before investing. (i) Existing unitholders need not fill in the Investment Application Form.

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