Kotak Mahindra AMC Enhance Your Investment Strategy With MySIPonline
Heritage of Kotak Mahindra • Kotak Mahindra Group was established in 1985. • It offers commercial banking, stock broking, mutual funds, life insurance, and investment banking. • It employs around 20,000 employees across its various businesses, servicing around 7 million customer in 470 cities across the globe. • Net worth of the group is more than Rs 50,486 crore as on March 31, 2018. • First non-banking finance company in India to convert into a bank known as Kotak Mahindra Bank Ltd. • The bank has 1,333 branches at more than 700 locations and approximately 2300 ATMs.
Kotak Mahindra Asset Management Company Limited (KMAMC) • It is one of the largest AMCs in India. • Launched its first scheme in 1998. • Currently present in 76 cities with 79 branches serving approximately 7.5 lakh investors with varied need-specific schemes. • The first AMC in India to develop a gilt plan. • Manages a corpus of Rs 1,24,888.06 crore spread across 352 schemes (as on Mar, 2018). • KNAMC is endeavoured to delivering constant performance through all of its products and creating customer satisfaction.
Strategies of KNAMC • Focused on delivering customer satisfaction by performing above the benchmark across all its products. • Offers a diversified variety of 217 schemes. • Equity schemes are objected to deliver maximum long-term capital appreciation. • Debt funds are focused on generating a reasonable return with a moderate risk and high level of liquidity. • Tax saving schemes allow investor to create wealth along with tax saving. • Balanced schemes target to provide a balance between risk and return.
Top Performing Funds of Kotak Mahindra AMC • • • • •
Kotak Standard Multi-cap fund (G) Kotak Saving fund (G) Kotak Emerging equity scheme (G) Kotak Opportunities Regular Plan (G) Kotak Debt Hybrid Fund (G)
Kotak Standard Multi-Cap Fund (G) • It was earlier known as Kotak Select Focus Fund and has generated 20.2% return in 2 years and 20.1% in 5 years as on May 25,2018. • More than 80% corpus is invested in equity instruments of large-cap companies, mainly in finance, energy, and construction sector. • The fund is managed by Mr Harsha Upadhyaya. • It has assets under management of approximately Rs 20,000 crore as on 30 April 2018.
Kotak Equity Saving Fund (G) • It is an equity-oriented hybrid scheme which targets companies with diversified market caps. • It invests 60-70% corpus in equity instruments and 30-40% corpus in debt instruments. • Kotak Equity Saving Fund has provided a decent growth of 8.9% in 1 year and 9.9% in 2 years as on May 25, 2018. • It is managed by Mr Abhishek Bisen. • The fund has assets under management of Rs 1,995 crore as on Apr 30, 2018.
Kotak Emerging Equity Scheme (G) • It is a mid-cap equity scheme. • It has provided 21.5% return in last 2 years and 25.9% in last 5 years as on May 25, 2018 which is well above its benchmark. • It is one of the best Kotak Mahindra mutual funds. • The risk factor of Kotak Emerging equity scheme is high as it invests approximately 70% corpus in equity instruments of mid-cap companies and 20% in small-cap companies. • The fund has assets under management of Rs 3,286 crore as on Apr 30, 2018.
Kotak Opportunities Fund (G) • It is a multi-cap fund which invests 50-55% corpus in equity instruments of large-cap companies and 40-45% in mid-cap companies. • A small proportion of Kotak Opportunities Fund is invested in small-cap companies which has the potential of providing growth in the future. • It has delivered 18.6% return in 2 years and 18.2% in 5 years as on May 25, 2018. • The fund has assets under management of Rs 2,523 crore as on Apr 30, 2018.
Kotak Debt Hybrid Fund (G) • It is a debt-oriented Monthly Income Plan. • It allocates 50-60% of corpus in debt instruments and 20-25% in equity instruments of companies with diversified sector. • It was earlier known as Kotak Monthly Income Plan (G). • It has provided a consistent growth of 8.9% in 2 years and 9.2% in 5 years as on May 25, 2018.
Fund Management Team • Mr Abhishek Bisen: Debt fund specialist; he manages Kotak Multi Asset Allocation Fund, Kotak Balance, Kotak Equity Savings Fund, etc. • Mr Deepak Agrawal: He manages Kotak Bond Short Term, Kotak Banking & PSU Debt Fund, Kotak Flexi Debt, etc., with nearly 2 decades of experience. • Mr Pankaj Tibrewal: Featured in top 10 fund managers in the year 2016 and 2017. He manages Kotak Emerging Equity, Kotak Midcap, and Kotak Balance fund. • Mr Harish Krishnan: Manages various large-cap thematic funds with experience of more than a decade.
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Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch, Moneycontrol, and the official website of Kotak Asset Management as on 29-5-2018. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.