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

Fund Overview

The events that transpired over the last 2-3 years have increased market volatility, with cycles getting shorter. Covid, Geopolitical tensions, and inflation have been the key drivers to the same and led to correction across asset classes. From an investor standpoint, one is looking at how to manage personal wealth and investment portfolios to navigate these turbulent times.

Looking at investors’ needs and the requirement to be nimble-footed in the markets in such volatile times, Kotak introduced the next wave of disruption in managing investors’ wealth – a Discretionary Investment Solution through Kotak Optimus that institutionalized each investor’s investments. Launched in December 2019, Kotak Optimus has over 1000 investors with an AUM of 3019 Cr as of October. We are also proud of the fact that 65%+ investors have re-invested with us during the course of their investing journey. We have seen the pie of discretionary investing rising globally over the last few years, and it is also percolating gradually in India.

Kotak Optimus

Optimus was launched as a Category 3 AIF under the aegis of KIAL (Kotak Investment Advisors Limited). KIAL manages $ 6.27Bn of assets across its business verticals, including Private Equity, Real Estate, Infrastructure, Special Situations, Performing Credit, and Discretionary Strategies. Optimus has a portfolio approach. It is a multi-asset, multi-manager solution that has tenets of wealth management ingrained within – asset allocation, diversification, rebalancing, tactical calls, and risk management framework

Kotak Optimus is available to invest with a minimum investment of 1 Cr. Construction of a similar portfolio, which gives access to multiple PMS managers, would require ~6-10 Cr worth of investment in aggressive and moderate risk profiles, respectively. With some of the best advisors across the industry offering their expertise to the portfolio, investors don’t need to open any demat accounts to invest in Kotak Optimus. It eliminates the operational hassle to a great extent

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.

The Kotak Optimus Advantage

    1. Asset Allocation: a Multi-Asset, Multi-Advisor Solution built on the principles of Asset Allocation. Diversified portfolio across Equity, Fixed Income, and Alternates (REITs & InVITs). ~92% of the success in investing is determined by having the right mix of assets
    2. Risk Profile-based Portfolios: You can pick between Moderate and Aggressive profiles
    3. Disciplined Investing: Tackles emotions of greed and fear better due to the discretionary nature of funds. Processes & investment policies in place make it an efficient way to address human biases
    4. Rebalancing with Auto Portfolio Adjustment: Process-based investment framework for asset allocation, product selection, rebalancing, and tactical allocation – adjust weights of a strategy, strategy shifts with institutional oversight, and become a source of alpha generation. Built-in ability to respond in real-time to market cycles by going over-weight and under-weight an asset class, leading to a smoother journey and potentially better performance
    5. Reduced Operational Hassle: No need for multiple demat accounts, documentation, and accounting
    6. Timely Execution: With the fund management team having complete oversight of the portfolio at all points in time, the execution of investment decisions is instant, thus avoiding the opportunity cost associated with delayed execution


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.

Nishant Kumar, Senior Director, Head of Discretionary Strategies

Nishant Kumar- Kotak Optimus Aggressive Scheme

Mr. Nishant Kumar is the head of discretionary strategies at Kotak Investment Advisors Ltd., including the Optimus India Allocation funds. Before this, he was heading the investment advisory division at Kotak Investment Advisors Limited overseeing investment assets of over 350 UHNI families with Assets under advice over 65,000 Cr. He has over 17 years of experience in the wealth management industry across Investment Advisory, Product Management, Investment Products Distribution, and Investment Strategy. Before joining Kotak, he worked in various roles with IIFL, Citibank N.A., and ICICI Bank. He is an MBA from NMIMS (2005), Mumbai, and has cleared CFA, FRM, and CFP certifications.

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.

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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.