Article

Know-It-All About Kotak Mahindra Mutual Fund

Topic: InvestingPublished May 28, 2018

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People in India have accepted mutual funds with open hearts. And thus, there was no looking back for several mutual fund companies who provided investors with promising products. In this league comes Kotak Mahindra Mutual Fund. Incorporated in the year 1994 and started operations in 1998, the fund house has approximately 7.5 Lac investors in various schemes. It is the first fund house in the country which has launched the dedicated gilt scheme, which invests particularly in government securities. Kotak Mahindra Mutual Fund offers various schemes to investor, according to their risk profile. It has reached people with 84 branches in 80 cities. Vision and Mission: The fund house always strives to provide the best class products with varying risk parameters. Its mission is to provide consistent performance across sectors and for this, the company always keeps researching the market. Their vision is to be a responsible player in the Indian financial market, thus providing the best offers to the investors. Strategies Followed: With an efficient fund management team and brilliant fund managers, Kotak mutual funds follow different strategies for the different class of products. The fund managers buy any instrument only after doing all the fundamental and technical study of the company. The experienced research team helps in analyzing the funds’ requirements, and chooses the funds which are available in the market. They research on the credit liabilities of the company, their management functionality, volume buying, data analysis, and so on. Fund Management Team: Chief Investment Officer, Ms Lakshmi Iyer who is mainly looking after the debt funds and Mr Harsha Upadhyaya who has indulged himself in equity funds are responsible for credit research as well as deal execution. They both manage various products and take various product-related initiatives of Kotak mutual funds. Fund Managers:
  • Mr Abhishek Bisen: Associated with Kotak funds since 2006, Abhishek manages Kotak Multi Asset Allocation Fund, Kotak Balance, Kotak Equity Savings Fund, etc. His key responsibility lies in debt funds.
  • Mr Deepak Agrawal: His career started with Kotak in the year 2002, where he deals with research earlier. From November 2006, he is managing various funds like Kotak Bond Short Term, Kotak Banking & PSU Debt Fund, Kotak Flexi Debt, etc.
  • Mr Harish Krishnan: Managing various large-cap thematic funds, Harish has experience of more than a decade. He is currently looking after Kotak Select Focus, Kotak Opportunities, and Kotak Tax Saver fund.
  • Mr Pankaj Tibrewal: Pankaj has featured in top 10 fund managers in the year 2016 and 2017. The schemes he manages are Kotak Emerging Equity, Kotak Midcap, and Kotak Balance fund.
  • Mr Deepak Gupta: He joined the equity fund management team as a research analyst and manages schemes like Kotak Multi Asset Allocation Fund, Kotak Equity Savings Fund, Kotak Equity Arbitrage, etc.
  • Mr Devender Singhal: Working with Kotak AMC since 2009, Devender has the overall experience of 14 years in equity research and fund management.
Kotak MF offers the class of investment schemes which cater to the needs of different investor segments. It is India’s one of the largest mutual fund companies with the current AUM of Rs. 1,24,690.95 Cr and approximately 1,400 Cr in portfolio management services as on March 31, 2018. Its investment styles and schemes make it such large.rnThere is a famous saying which Kotak is following, “Investment style is incredibly important because of the way that investing works.” Therefore, keeping the investment style unique and offering customer satisfaction are their prime goals. Keen to invest with Kotak Mahindra Mutual Fund? The article provides a brief view of the fund house, its strategies, and top funds offered by it.

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