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 Fintech1.95%11.64%18.62%34.75%16.19%16.36%17.13%-15.42%
India Fintech Index1.32%9.38%14.57%28.49%15.73%16.15%16.64%-15.37%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
AXIS BANK LTD 9.10
HDFC BANK LTD 8.50
TECH MAHINDRA LTD 8.40
TATA CONSULTANCY SERVICES LTD 7.30
INFOSYS LTD 6.60
CYIENT LTD 6.00
BIRLASOFT LTD 5.80
BAJAJ FINANCE LTD 5.40
LTIMINDTREE LTD 5.30
ICICI BANK LTD 4.30
HCL TECHNOLOGIES LTD 4.30
WIPRO LTD 4.10
STATE BANK OF INDIA 3.30
INDUSIND BANK LTD 3.10
SHRIRAM FINANCE LTD 3.00
LIC HOUSING FINANCE LTD 2.60
KOTAK MAHINDRA BANK LTD 2.30
FSN E-COMMERCE VENTURES LTD 1.90
CITY UNION BANK LTD 1.70
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD 1.70
BOSCH LTD 1.60
Top 21 Equity Holdings 96.50

Sector Allocation


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

Market Cap Allocation


Allocations %
Large Cap 70.0
Mid Cap 17.5
Small Cap 11.4
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 29 Feb 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 Dec 23.


Do Not Simply Invest, Make Informed Decisions

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