Kotak Fintech Investment Approach PMS


Key Portfolio Attributes

Mr. Anshul Saigal

Inception Date: 29th March, 2018

Fund Manager Name: Mr. Anshul Saigal

Fund Manager Experience: 20 years total. 14 years with Kotak AMC

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

Investment Objective

The main objective is to generate capital appreciation through investments in equities with a medium to long-term perspective.

Portfolio Strategy

The portfolio shall predominantly invest in Banking and Financial Services (BFSI) and Information technology (IT) Sector related securities. Their philosophy in this portfolio is to identify mispriced opportunities in the BFSI and IT space. They would look to identify companies that trade at a discount to their intrinsic value or could surprise on growth. Their endeavor will be to understand reasons for discount to intrinsic value and triggers for value unlocking. The portfolio would be diversified, with a mix of small,
medium and large cap companies.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Kotak AMC Fintech-1.40%-1.50%16.10%29.30%15.70%14.80%14.70%-14.30%
India Fintech Index1.20%4.20%18.80%26.50%16.30%16.90%15.30%-15.40%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
TECH MAHINDRA LTD 8.80
INFOSYS LTD 7.20
HDFC BANK LTD 7.10
TATA CONSULTANCY SERVICES LTD 7.10
CYIENT LTD 6.40
BIRLASOFT LTD 4.90
LTIMINDTREE LTD 4.40
HCL TECHNOLOGIES LTD 4.40
WIPRO LTD 4.40
SHRIRAM FINANCE LTD 4.20
ORACLE FINANCIAL SERVICES SOFTWARE LTD 4.00
STATE BANK OF INDIA 3.80
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD 3.70
INDIAN RAILWAY CATERING & TOURISM CORPORATION LTD 3.60
ICICI LOMBARD GENERAL INSURANCE COMPANY LTD 3.50
ZOMATO LTD 3.50
BAJAJ FINANCE LTD 3.10
AXIS BANK LTD 2.90
INDUSIND BANK LTD 2.90
BOSCH LTD 2.20
L&T TECHNOLOGY SERVICES LTD 2.10
LIC HOUSING FINANCE LTD 1.90
FSN E-COMMERCE VENTURES LTD 1.90

Sector Allocation


Holding %
IT - SOFTWARE 41.80
BANKS 32.50
FINANCE 12.60
IT - SERVICES 9.60

Market Cap Allocation


Allocations %
Large Cap 70
Mid Cap 17.50
Small Cap 11.40
Cash 1.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 30 Apr 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Mar 24.


Do Not Simply Invest, Make Informed Decisions

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