Kotak Pharma & Healthcare Investment Approach PMS


Key Portfolio Attributes

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-1.0%0.5%-2.7%6.0%26.4%22.9%14.0%-12.4%
NIFTY PHARMA-0.9%2.2%-3.0%-0.1%20.1%12.7%5.9%-2.4%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
SUN PHARMACEUTICAL INDUSTRIES LTD 21.20
DR REDDY'S LABORATORIES LTD 10.90
CIPLA LTD 7.30
FORTIS HEALTHCARE LTD 7.20
INDOCO REMEDIES LTD 6.00
GLAND PHARMA LTD 5.40
IPCA LABORATORIES LTD 5.30
AUROBINDO PHARMA LTD 4.80
BIOCON LTD 4.20
ALKEM LABORATORIES LTD 4.10
JB CHEMICALS & PHARMACEUTICALS LTD 4.00
DIVI'S LABORATORIES LTD 3.70
SUVEN PHARMACEUTICALS LTD 3.20
CADILA HEALTHCARE LTD 2.80
JUBILANT PHARMOVA LTD 2.70
SOLARA ACTIVE PHARMA SCIENCES LTD 2.10
GLAXOSMITHKLINE PHARMACEUTICALS LTD 1.90
TORRENT PHARMACEUTICALS LTD 1.80
CASH & CASH EQUIVALENT 1.40
Top 18 Equity Holdings 98.60

Sector Allocation


Holding %
PHARMACEUTICALS 91.33
HEALTHCARE SERVICES 7.23
CASH & CASH EQUIVALENT 1.43

Market Cap Allocation


Allocations %
Large Cap 56.5
Mid Cap 27.4
Small Cap 13.6
Cash 2.5

Disclaimer

#Returns as of 30 Apr 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 Mar 22.



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