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-0.20%4.60%26.80%47.60%17.00%13.30%20.50%-13.60%
NIFTY PHARMA1.20%4.20%18.80%26.50%16.30%16.90%15.30%-14.50%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
SUN PHARMACEUTICAL INDUSTRIES LTD 18.80
CIPLA LTD 13.90
DR REDDY'S LABORATORIES LTD 7.50
ZYDUS LIFESCIENCES LTD 6.90
IPCA LABORATORIES LTD 5.70
SYNGENE INTERNATIONAL LTD 5.60
FORTIS HEALTHCARE LTD 5.50
LUPIN LTD 4.90
AJANTA PHARMA LTD 3.90
DIVI'S LABORATORIES LTD 3.90
AUROBINDO PHARMA LTD 3.90
TORRENT PHARMACEUTICALS LTD 3.70
GLAND PHARMA LTD 3.10
INDOCO REMEDIES LTD 3.00
LAURUS LABS LTD 2.90
PFIZER LTD 2.70
BIOCON LTD 2.40
DR LAL PATHLABS LTD 1.10

Sector Allocation


Holding %
PHARMA & BIOTECHNOLOGY 90.40
HEALTHCARE SERVICES 6.90

Market Cap Allocation


Allocations %
Large Cap 48.60
Mid Cap 40
Small Cap 10.30
Cash 2.

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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