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Kotak Optimus Aggressive Scheme Class A

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About Company

Kotak Mahindra Asset Management Firm Limited, a company registered under the Companies Operate, 1956, on August 8, 1994, was appointed to act as the Investment Manager of Kotak Mahindra Mutual Fund via Investment Management Agreement dated May 20, 1996, as revised up to the present. It is fully owned by Kotak Mahindra Bank Ltd. The Company has received clearance from the Division of Funds, Investment Management Department, under the SEBI (Portfolio Manager) Regulations, 1993, and the Mutual Funds Division of SEBI under the SEBI (‘Mutual Funds’) Regulations, 1996, to provide Portfolio Management Services.

Fund Snapshot

Year of Inception 10 Dec 2019
Number of Stocks 15-20
Investment Horizon 3+ Years
Fund Managers Shobhit Mathur

Kotak Optimus Aggressive Scheme Class A : Investment Journey

Journey with Kotak Optimus is a four-step journey. The journey continues as:

Step 1 Selecting the desired portfolio from aggressive or moderate.

Step 2 Investing in the weekly entry that is every Wednesday and Friday

Step 3 Monthly reviewing through performance and factsheets.

Step 4 Redemption on the last Tuesday of the month

Investment Philosophy

The investment Philosophy of the fund is to attain capital appreciation and income such as interest, dividends. The fund also aims to achieve aggressive appreciation of assets by allocating majority investments to equity instruments and remaining investments to debt instruments. The fund carries the investment activity of a Category III AIF as permissible under the AIF Regulations.

Investment Objective

The investment objective of the Fund will be to carry on the investment activity of a Category III AIF as permissible under the AIF Regulations, so as to achieve capital appreciation and income such as interest, dividend etc. from such investments and also to achieve aggressive appreciation of assets by allocating majority investments to equity instruments and remaining investments to debt instruments.

Structure of Optimus strategy

The investment objective of the Fund will be to carry on the investment activity of a Category III AIF as permissible under the AIF Regulations, so as to achieve capital appreciation and income such as interest, dividend, etc. from such investments. The investment objective of the Fund is to achieve an aggressive appreciation of assets by allocating majority investments to equity instruments and remaining investments to debt instruments.

Fund overview

Invests in unique and established business models

Risk conscious investing

Systematic process-driven approach

3+ year investment horizon

FAQs

What is Kotak Optimus all about?

Kotak Optimus is a discretionary asset allocation proposition that focuses on risk-profile based portfolios. Kotak believes in successful investing with a disciplined investment philosophy and aims at creating discretionary wealth management.

How Discretionary Wealth Management works?

Discretionary Wealth Management works with the following tenets:

  • Asset allocation and portfolio diversification
  • Rebalancing and tactical calls
  • Investment Strategy Selection
  • Guideline based Disciplined investing.

What Kotak Optimus promises its Investors?

Kotak Optimus promises the following:

  • Transparent Reporting
  • Disciplined investing
  • Flawless Execution
  • Move towards Cost Efficiency
  • No Operational hassle

How can investors know about their investment and assets?

Investors will receive a monthly report that will include information about all their investment and queries related to it

What is Kotak Optimus pricing?

You can contact to https://aifpms.com/contact/ for your queries and we will get back to you as soon as possible.

About Fund Managers

Shobhit Mathur:Senior Director Fund Manager – Head, Kotak Optimus KIAL

Shobhit Mathur, Sr. Director, Head – Kotak Optimus at KIAL (Kotak Investment Advisors Limited)

Shobhit Mathur is an engineer from the Indian Institute of Technology (BHU). He further went on to complete his master’s in business administration in finance from XLRI, Jamshedpur.

Mr. Mathur was a product expert of interest rates and foreign exchange linked structured products at ICICI bank Ltd. before joining Kotak Mahindra Bank in 2008. He also dealt with individuals and corporate investors’ investment and treasury solutions.

Shobhit joined Kotak Mahindra Bank in 2008. He guided the structured products division in structuring products with underlying equity stocks, indices, and equity derivatives.

From 2012 to 2019, he was a member of the various investment committees of large family office clients of Kotak Wealth Management. During this duration, he was an advisor for over 200 ultra-high-net-worth individuals’ families.

Mr. Mathur has experience in Indian and offshore investments’ equities, interest rates, and foreign exchange of more than 15 years. In 2019, he joined Kotak Investment Advisors Ltd. and played an instrumental role in setting up Kotak Optimus.

Gautam Berry, Fund Manager

Gautam Berry has worked in Indian equities for over 8 years. He is the Fund Manager of Edelweiss Asset Management Limited’s Event Arbitrage PMS Investment Approach. He is also involved in the management of the Alternative Equity, Catalyst, and Consumer Trends Funds. Prior to joining Edelweiss AMC in 2014, he was a consultant at Transfolign Consulting, where his primary competencies were business transformation, process development, and control system development. He was also recognized for performing effective company entrance studies utilizing existing market data, forecasting growth patterns, and advising on investment decisions. He holds a CFA Charter from the CFA Institute, as well as a Master of Science in Finance from the University of Illinois at Urbana-Champaign in the United States, and a Bachelor of Computer Engineering from Mumbai University.

Why Choose Kotak Optimus?

Best reasons to choose Kotak Optimus for investing:

  • Get your money invested by a team of experts and receive exceptionally brilliant returns.
  • Ditch the unnecessary wasting of time and plan your hassle-free investment with Kotak.
  • Kotak Optimus delivers you with honest pricing.
  • Get transparent reporting every month.
  • Kotak brings you a flawless execution of investment strategies.
Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

Kotak Fintech

AMC Name: Kotak Mahindra Asset Management Company Pvt Ltd Inc Date: Mar-18
thematic
(PMS)
12 Strategy 1.60 5.00 -1.20 -6.40 25.90 16.10 NA NA 12.90
India Value Index 1.20 3.00 -4.70 -8.10 30.60 20.60 NA NA 18.90

Kotak Small and Midcap

AMC Name: Kotak Mahindra Asset Management Company Pvt Ltd Inc Date: Apr-12
small cap
(PMS)
32 Strategy 3.60 5.40 4.50 6.70 37.40 28.00 - - 17.10
Nifty Small Cap 100 4.90 4.50 -2.30 -6.30 31.20 20.90 10.50

Kotak Pharma And Healthcare

AMC Name: Kotak Mahindra Asset Management Company Pvt Ltd Inc Date: Sep-16
thematic
(PMS)
24 Strategy -0.90 1.00 -1.50 -13.70 12.80 23.90 - - 10.50
Nifty Pharma -0.60 0.80 -1.80 -11.50 7.10 16.30 1.30

Kotak Special Situation Value Strategy - I

AMC Name: Kotak Mahindra Asset Management Company Pvt Ltd Inc Date: Jul-12
multi cap
(PMS)
478 Strategy 3.60 5.00 2.70 5.60 35.80 20.20 3.90 14.20 13.70
India Value Index 5.50 6.80 9.80 9.20 32.40 18.60 4.70 9.80 8.90

Kotak Special Situation Value Strategy - II

AMC Name: Kotak Mahindra Asset Management Company Pvt Ltd Inc Date: Sep-17
multi cap
(PMS)
501 Strategy 3.50 5.30 2.40 2.60 37.00 24.10 NA NA 7.40
India Value Index 5.50 6.80 9.80 9.20 32.40 18.60 4.70 - 4.00

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.