Kotak AMC

KOTAK ASSET MANAGEMENT PMS - Amongst the Oldest PMS on the street,Over a decade of experience in the Indian capital markets, Strong Research and Operations team, Consistent client interaction. Investment Strategy - Large market opportunity, Businesses with robust competitive advantages, Strong Financials and Earnings Growth, Management Dynamism and Good Corporate Governance, Fair Valuations.

Fund Managers

Mr. Anshul Saigal

Portfolio Manager

Anshul has a total experience of over 14 years in the Indian Capital Markets, of which he has spent over 8 years at Kotak PMS. In the past, he has worked with organizations like JP Morgan, ICICI Bank, and Standard Chartered Bank, analysing equities and corporate credit. He is an MBA (Finance) from Management Development Institute, Gurgaon. He has a particular interest in the field of behavioural finance and he endeavours to build a lasting investment edge through a robust understanding of the same. 


Strategy

KOTAK - FINTECH FUND - SECTOR FUND

Fintech Strategy identifies mispriced opportunities in the BFSI and IT space. Fintech Strategy would look to identify companies which trade at a discount to their intrinsic value or could surprise on growth. Fund Manager Endeavour will be to understand reasons for discount to intrinsic value and triggers for value unlocking. Strategy Focus on BFSI and Technology Sectors.

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KOTAK - PHARMA - SECTOR FUND

The investment objective of Kotak Pharma PMS is to generate capital appreciation through investments in equities with a medium to long-term perspective. The strategy will invest in all equity and equity related instruments with emphasis on capturing available opportunities in Pharma and Healthcare related stocks. Strategy Focus on Pharma and Healthcare Related Companies with 10 to 20 stocks.

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KOTAK - SMALL & MIDCAP - SMALL CAP

The strategy will invest in all listed equity and equity related instruments with emphasis on capturing absolute returns by investing in 10-25 stocks with market capitalization of Rs 200-5000 crores. The portfolio shall have the flexibility to also invest up to 25% of portfolio value in stocks above 5,000 cr. of market capitalization and up to that of the highest market capitalized stock in BSE Mid Cap Index.

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KOTAK - SPECIAL SITUATION (Series 2) - MULTI CAP

The fund is aimed at long term wealth creation by investing in two kinds of opportunities which are special situation and Value opportunities. (Special Situation) These are corporate events that may lead to value unlocking like Demergers, Delisting’s and Corporate Restructurings. (Value Opportunities) Stocks which are trading at a discount to intrinsic value

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KOTAK - SPECIAL SITUATION ( Series 1)** - MULTI CAP

The fund is aimed at long term wealth creation by investing in two kinds of opportunities which are special situation and Value opportunities. (Special Situation) These are corporate events that may lead to value unlocking like Demergers, Delisting’s and Corporate Restructurings. (Value Opportunities) Stocks which are trading at a discount to intrinsic value.

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