Anshul Saigal, Chief Investment Officer, Kotak Portfolio Management Services

MBA in Finance, Bachelor in Engineering and brings Financial Markets experience of 2 decades. He manages the Portfolio Management Services business at Kotak AMC. He has strong grounding in Graham/ Buffet styles of Investing, hence his portfolios are managed in a disciplined manner under the Value Investment philosophy. Portfolios seek to identify Special Situations and Value Opportunities to take advantage of mis-priced market instruments. Areas of focus are corporate restructurings, price-arb opportunities, under-researched pockets and companies with competitive moats (preferably having temporary performance concerns). Passionate about the markets and endeavours to constantly learn through writings of capital market doyens like Ben Graham, Charlie Munger, Warren Buffett, George Soros with a particular interest in behavioural finance.


PMS Product Performance

Company Name /
Product Name
Product Name Fund Manager Date of inception AUM 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Kotak AMC FintechFintechMr. Anshul Saigal29 Mar 20187-3.6%-5.9%-10.4%2.6%37.1%12.4%--12.4%
Kotak AMC Pharma FundPharma FundAnshul Saigal20 Sep 201625-6.8%-2.5%-8.3%-7.5%20.0%22.9%13.8%-10.8%
Kotak AMC Small & MidcapSmall & MidcapAnshul Saigal30 Apr 201228-6.3%-0.8%-5.0%12.0%55.6%17.9%9.9%-17.0%
Kotak AMC Special Situations Value ISpecial Situations Value IAnshul Saigal31 Jul 2012503-6.1%-2.2%-2.5%12.5%46.5%11.4%3.7%-13.5%
Kotak AMC Special Situation Value IISpecial Situation Value IIAnshul Saigal19 Sep 2017508-6.7%-2.7%-5.5%10.7%47.4%15.8%-6.7%

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