Kotak Pharma & Healthcare Investment Approach PMS


Key Portfolio Attributes

Mr. Anshul Saigal

Inception Date: 20th September, 2016

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 of the Investment approach is to generate capital appreciation through investments in equities with a medium to long-term perspective.

Portfolio Strategy

The Investment approach will invest in all equity and equity-related instruments with emphasis on capturing available opportunities in Pharma and Health care related stocks.

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 Pharma Fund-4.20%-1.90%16.40%12.20%2.60%13.20%14.70%-10.90%
NIFTY PHARMA-2.70%-3.10%6.50%7.00%5.20%19.30%14.30%-12.80%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
SUN PHARMACEUTICAL INDUSTRIES LTD 16.00
DR REDDY'S LABORATORIES LTD 12.40
CIPLA LTD 12.00
LUPIN LTD 6.10
IPCA LABORATORIES LTD 5.80
FORTIS HEALTHCARE LTD 5.40
ZYDUS LIFESCIENCES LTD 5.00
ALKEM LABORATORIES LTD 4.50
AJANTA PHARMA LTD 3.90
AUROBINDO PHARMA LTD 3.80
INDOCO REMEDIES LTD 3.60
GLAND PHARMA LTD 3.30
DIVI'S LABORATORIES LTD 3.10
LAURUS LABS LTD 2.90
TORRENT PHARMACEUTICALS LTD 2.80
BIOCON LTD 2.60
ALEMBIC PHARMACEUTICALS LTD 2.50
DR LAL PATHLABS LTD 1.50
CASH & CASH EQUIVALENT 1.40
Top 18 Equity Holdings 97.20

Sector Allocation


Holding %
PHARMA & BIOTECHNOLOGY 90.40
HEALTHCARE SERVICES 6.90

Market Cap Allocation


Allocations %
Large Cap 46.20
Mid Cap 39.50
Small Cap 11.60
Cash 2.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists

Disclaimer

#Returns as of 31 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 23.


Do Not Simply Invest, Make Informed Decisions

Subscribe To Our Newsletter

Stay informed with our latest updates. Subscribe to our newsletter for exclusive content, news, and valuable insights.