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
Portfolio-4.30%-1.30%3.40%-12.30%4.70%20.60%10.90%-9.80%
NIFTY PHARMA-4.20%-2.90%3.60%-11.40%-1.20%16.10%5.50%-1.10%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
SUN PHARMACEUTICAL INDUSTRIES LTD 23.60
DR REDDY'S LABORATORIES LTD 14.00
CIPLA LTD 10.40
INDOCO REMEDIES LTD 6.10
DIVI'S LABORATORIES LTD 5.80
IPCA LABORATORIES LTD 5.70
FORTIS HEALTHCARE LTD 5.50
ZYDUS LIFESCIENCES LTD 4.20
ALKEM LABORATORIES LTD 3.30
TORRENT PHARMACEUTICALS LTD 3.00
BIOCON LTD 2.90
ALEMBIC PHARMACEUTICALS LTD 2.80
LUPIN LTD 2.60
JB CHEMICALS & PHARMACEUTICALS LTD 2.60
AUROBINDO PHARMA LTD 2.30
GLAND PHARMA LTD 2.10
AJANTA PHARMA LTD 0.50
Top 17 Equity Holdings 97.69

Sector Allocation


Holding %
Cash & Cash Equivalent 3.60
BFSI 44.20
Information Technology 52.20

Market Cap Allocation


Allocations %
Large Cap 56.9
Mid Cap 28.7
Small Cap 12
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 31 Dec 2022. 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 22.




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Do Not Simply Invest, Make Informed Decisions