Kotak Mahindra

acWhat is Portfolio Management?
Managing investments in equities requires time, knowledge, experience and constant

monitoring of stock market. Those who need an expert to help to manage their
investments,
portfolio management services
(PMS) comes as an answer.
The business of portfolio management has never been an easy one. Juggling the limited
choices at hand with the twin requirements of adequate safety and sizeable returns is a
task fraught with complexities.
Given the unpredictable nature of the share market it requires solid experience and strong
research to make the right decision. In the end it boils down to make the right move in the
right direction at the right time. That's where the expert comes in.
About Kotak Securities Portfolio Management.

Kotak Securities is one of India’s oldest portfolio management companies with over a
decade of experience. It is also one of the largest, with Assets Under Management of over
Rs. 3300 Crores. Kotak Portfolio Management comes as an answer to those who would
like to grow exponentially on the crest of stock market, with backing of an expert.
We, at Kotak, measure our success through the success of our clients. Whatever be your
requirement, we will tailor your stock market portfolio to your specific investment need.
At the very base of a financially sound portfolio lies the identification of one's investment
objective. We help you identify your investment objectives and also outline important
requirements like liquidity, capital appreciation, current income, time span and fiscal
implications and then suggest an appropriate scheme.
How do you benefit from our Portfolio Management Service?

An Investment Relationship Manager will ensure that you receive all the services
related to your investment needs
A dedicated website and a customer services desk allows you to keep a tab on your
portfolio’s performance
Your portfolio of investments in stock market is tailored after a thorough research
backed by the expertise from the Kotak Securities Research team
An experienced team of portfolio managers ensure your portfolio is tracked, monitored
and optimised at all times
The personalised services also translates into zero paper work and all your financial
statements will be e-mailed
Products
We have a product for every investment need and period. Following are the offerings:
BEP – Large cap focus portfolio

NRI
BEP – Large cap focus portfolio
Security and multiplication are the criteria under which investments are made. But
market fluctuations are generally unpredictable. While the reasons for this are many,
what matters is that your investments keep performing profitably.
Hence we bring you the BEP – Large cap focus portfolio, where investments will be
made in mis-priced large cap stocks that have a high growth potential and can withstand
macro level risks to sustain in an adverse environment. Large Caps are dominant players
in their respective sectors, and hence have the strength and the ability to maintain
margins in a tough operating environment.
Key Features of the BEP – Large cap focus portfolio
• The portfolio will seek to achieve returns through broad participation in large cap
companies
• The portfolio will primarily invest in scrips which are mis-priced, but have a very
high growth potential over a period of time
• These large cap companies have defensive businesses and can withstand macro
level risks
• These large cap companies are dominant players in their respective sectors
Advantages of Investing in the BEP – Large cap focus portfolio
• Concentrated and Compact portfolio

• The portfolio shall adopt the active management style to identify mis-priced
assets and use various stock selection strategies to outperform
• Portfolio to focus on large caps with stable and visible growth potential
Why Large Caps
Large caps have a high growth rate in adverse environment as:
• They can sustain hardening interest rates

• They have adequately capitalized balance sheets
• They have underleveraged capital structure
• They have higher capital productivity
• They can manage lower cost of financing
• They have large size of cash flows
Large caps recovered more than mid caps in June-july 08. This indicates the superior
risk-return trade-off in volatile markets. See illustration below
NRI
NRI Basic Account
Why Invest through us? | Why Invest in India?
According to the World Bank, India was already the fourth largest
economy in 2001 in terms of Purchasing Power Parity. With a
consistently high GDP, and a buoyant and dynamic economy, India
continues to outpace other economies in the region. According to the
IMF, India has accounted for around a fifth of Asian growth and a tenth
of world growth over the past two years.
Indian companies are making their mark globally with remarkable
progress being made in IT, ITES, Pharmaceuticals, Biotechnology and a
host of other sectors. There is reason enough to believe that these sectors
will source the stock markets as a prospective avenue to source capital for
expansion plans.
India has a vibrant domestic credit market with an active corporate and
government bond market, interest rate and credit derivative markets.
More importantly, the interest rates in India are determined by the
market.
The Bombay Stock Exchange, founded in the 1870s, is the oldest
stockexchange in Asia. With 6,000 companies listed from every
imaginable industry, investors have a plethora of options to participate in
India's growth. Most FII'S have started investing heavily in the Indian
stock markets and with most industries giving healthy returns on
investments, indications are that the markets will continue to perform
above expectations.
With over 20 million investors, India boasts of the third highest investor
base in the world, unthinkable till a few years ago.
As on 30th June , 2010

AAUM - Rs. 28636.86 Crores
No. of Investors - 9.77 Lakhs
View your portfolio, receive alerts and do more in your Investment account at your convenience. As a Kotak
Mahindra Bank customer, you can open your Investment account even with a zero balance.
Your Kotak Investment Account gives you more:

• Stay updated with a daily MF Portfolio statement
• Link your Net Banking account with your MF purchases for filling MF forms or cheques for every
transaction
• Receive redemption proceeds directly in your Bank Ac
• View your Portfolio Statement for a consolidated report of all your MF investments, across schemes, with
latest NAV information, updated returns status and more
• Get Mutual Fund Recommendations
• Choose between opening an online investment account with us on a repatriable or on a non repatriable
basis*.
NOTE: As Per the regulatory framework, the investments for all existing Kotak customers with an investment
account are re-grouped into separate investment accounts. The re-grouping is based on the Repatriability
status of the Folios held to help you manage your investments efficiently.
*Online Mutual Fund investment services are available to NRIs in all countries except those based in USA
and Canada. NRIs based in UK can register on visit to India
#Availability of service is dependent on your service provider.
OPEN A/C
Recommendation
Earn more with your pick of mutual funds from a recommended list of consistent and highly performing
mutual funds. Kotak prepares a list of top performing mutual funds for your reference every quarter.
How do you judge MF performance?

Kotak's comprehensive process accounts for both high returns and consistency of returns to select the best
performing Mutual Fund schemes.
The main criterion for selection is the Excess Return Potential Ratio to test the performance consistency of the
funds. The research includes keen analysis across four time horizons, every 6 months. Some factors are:
• Reward to Risk Analysis
• Portfolio Characteristics
• Corpus size
CURRENT RECOMMENDATIONS
MF Assistance
Gain from expert advice and analysis at each step with Kotak Mahindra's experienced research team. Find
the MF option most suitable for you with latest mutual fund communication like fact sheets from Kotak's
team of experts.
How we choose MFs on the Kotak advisory list?

The Kotak team of experts investigates:
• Asset Management Company's Investment philosophy
• Portfolio quality
• Risk-adjusted returns of the scheme
What does the advisory list include?

The Kotak MF advisory list ranges from Debt to Equity funds. These MFs are selected from high performing
schemes observed under reputed Mutual Fund houses like Franklin Templeton, Reliance, Prudential ICICI
and others.
Kotak Mahindra is one of India's leading financial institutions, offering complete financial
solutions that encompass every sphere of life. From commercial banking, to stock broking, to
mutual funds, to life insurance, to investment banking, the group caters to the financial needs of
individuals and corporates.
The group has a net worth of around Rs.3,200 crore and employs around 10,800 employees
across its various businesses servicing around 2.6 million customer accounts through a
distribution network of branches, franchisees, representative offices and satellite offices across
300 cities and towns in India and offices in New York, London, Dubai, Mauritius and Singapore.
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of
KMBL, is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC started
operations in December 1998 and has over 4 Lac investors in various schemes. KMMF offers
schemes catering to investors with varying risk - return profiles and was the first fund house in
the country to launch a dedicated gilt scheme investing only in government securities.

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acWhat is Portfolio Management?

Managing investments in equities requires time, knowledge, experience and constant

portfolio management services

(PMS) comes as an answer.

About Kotak Securities Portfolio Management.

How do you benefit from our Portfolio Management Service?

BEP – Large cap focus portfolio

BEP – Large cap focus portfolio

Key Features of the BEP – Large cap focus portfolio

Advantages of Investing in the BEP – Large cap focus portfolio

• Concentrated and Compact portfolio

Why Large Caps

Large caps have a high growth rate in adverse environment as:

• They can sustain hardening interest rates

NRI Basic Account

Why Invest through us? | Why Invest in India?

As on 30th June , 2010

Your Kotak Investment Account gives you more:

How do you judge MF performance?

How we choose MFs on the Kotak advisory list?

What does the advisory list include?

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