Kotak Small & Midcap Equity Investment Approach PMS


Key Portfolio Attributes

Mr. Anshul Saigal

Inception Date: 30th April, 2012

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 portfolio shall follow a stock-specific approach with a medium to long-term perspective. The portfolio shall invest across sectors with a bias to invest in companies backed by able management with sound fundamentals and strong future potential. The portfolio may also include stocks that have exhibited market leadership in their respective product lines. The portfolio investments shall be based on an in-depth understanding of the underlying business. The Investment approach will invest in all listed equity and equity-related instruments with emphasis on capturing absolute returns by investing in 10-25 stocks in the small and midcap category as defined by SEBI. The portfolio shall have the flexibility to also invest up to 25% of portfolio value in large-cap 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-3.00%1.80%10.90%-3.70%23.90%26.10%6.90%15.40%16.50%
S&P BSE MidSmall Cap 400 -2.50%3.10%15.20%-13.80%17.20%18.60%1.40%10.10%10.30%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
INDIAN BANK 7.90
ICICI BANK LTD 7.70
PNC INFRATECH LTD 5.90
PRATAAP SNACKS LTD 5.10
BIRLASOFT LTD 5.10
Top 5 Equity Holdings 31.71

Sector Allocation


Holding %
Chemicals 2.00
Cement & Cement Products 2.40
Pesticides 2.70
Industrial Capital Goods 3.20
Healthcare Services 3.80
Transportation 5.50
Auto Ancillaries 6.60
Cash & Cash Equivalent 6.90
Construction 7.40
Consumer Durables 8.40
Industrial Products 8.60
Banks 11.10
Pharmaceuticals 13.30
Software 18.00

Market Cap Allocation


Allocations %
Large Cap 7.70
Mid Cap 18.70
Small Cap 72.50
Cash 1.10


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