The international subsidiaries of the Kotak Group offer global investors a wide range of opportunities to participate in the India growth story. The Kotak Group has offices across London, New York, Dubai and Mauritius with a branch in Singapore and San Francisco. More
With one of the youngest populations in the world, increasing domestic consumption led by high urbanization and higher disposable incomes, buoyant infrastructure creation and sustainable low-cost base for global exports, we believe, India is an exciting opportunity to invest in for the medium to long term.
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Investment Strategies:
Our breadth of products and services are backed by rigorous research and analysis from across the Kotak Group.
We currently offer India investment solutions across 6 strategies:
Long Only Strategy
With a long only outlook, we manage India funds across large capitalization and mid-capitalization biases, a fund without a capitalization bias, a series of concentrated funds and thematic funds (across sectors like infrastructure & realty). We also manage a Shariah-compliant mandate.
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Quasi Private
Equity Strategy
With this strategy, we seek to invest in listed, under-researched mid–market companies in India through secondary markets, PIPE, and IPO using a private equity approach. The investment team seeks to provide active post-investment value-add to investee companies where feasible.
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Under this strategy, we seek to generate absolute return by exploiting the growth in the Indian economy and the price inefficiencies in the Indian stock market while managing risk during volatile periods to limit draw-downs. A mix of varied strategies like Core Equity, Long/Short Equity, Limited Risk, and Cash/Arbitrage gives the product a multi-dimensional nature, allowing it to adapt to different stages of the market cycle. This allows it to generate an absolute positive under different market conditions.
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Cash Alternative Strategy
Our arbitrage strategy seeks to generate moderate INR returns with low volatility. By evaluating the difference between the price of a stock in futures and spotting markets, we enter into trades where the carry yield is higher than that of cash funds. Depending on the opportunities available, we may square off or roll over the positions.
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Under this strategy, we offer a wide selection of bonds that let investors diversify their investment risks and gain a stable return under the ever-changing economic conditions. The range of bonds offered includes quasi-government bonds, bonds issued by Indian companies, bonds from other countries like China, Indonesia, Japan, Korea, Singapore, Middle East etc. Investors can choose to invest in different bonds according to their financial needs and risk acceptance levels.
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In the current scenario, the Indian debt market provides an opportunity to global investors for investments with various time horizons and risk profiles ranging from short term liquid funds, fixed term funds, to long term debt funds. These products offer differential risk and return options based on the interest rate movements, currency movement and the investment horizon.
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All funds are capital at risk funds subject to the normal risks associated with India, including, but not limited to, high market volatility, variable market liquidity, geopolitical risks (including political instability), credit risks, interest rate risks, exchange rate fluctuations (USD/INR), changes in tax regime and restrictions on investment activities of foreign investors. Detailed information on investment risks is disclosed in the fund documentation.
