Kotak AMC Fintech Fund PMS

Key Attributes

Inception Date: 29th March, 2018

Fund Manager Name: Mr. Anshul Saigal

Fund Manager Experience: 13 years total. 8 years with Kotak AMC

Fund Manager Qualification: MBA (Finance) from Management Development Institute, Gurgaon. Industrial Engineering from SIT, Tumkur

Investment Objective

The main objective of the strategy 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

Portfolio Strategy

Strategy of this portfolio will be to identify mispriced opportunities in the BFSI and IT space. It looks to identify companies which trade at a discount to their intrinsic value or could surprise on growth. Endeavor will be to understand reasons for discount to intrinsic value and triggers for value unlocking.

Don’t Just Invest. Make an Informed Decision.