Kotak Special Situations Value Series I & Series II

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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 2017
Number of Stocks 20-24
Investment Horizon Long Term
Fund Managers Anshul Saigal

Unique Feature

Benefit from a combo of value opportunities and special situations

Investment Philosophy

The Kotak Special Situations Value aims at long-term wealth by investing in the following two opportunity types:

        Stocks trading at discount value

        Value unlocking through events like delisting, demergers, and more.

 The investment revolves around value and special situations.

About Fund Manager

Mr Saigal, the fund manager of Kotak Special Situations value fund has around 15 years of experience.

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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.