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Managing Risks & Optimizing Returns

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Managing Risks & Optimizing Returns Managing Risks & Optimizing Returns www.kotakmutualfund.com Kotak Group - Corporate Overview 3,241* Market Cap of 50,000+ Net worth of Over 30% Constituent., of the Branches INR 2,545.7 Bn Employees INR 583.02 Bn Promoter Group NIFTY 50 Ownership Established in 1985 by Mr. Uday Kotak, it was the first Indian non-banking financial company to be given a banking licence by the Reserve Bank of India in February 2003. The Group caters to the financial needs of individuals and institutional investors across the globe. Branch breakup* Global partnerships Business No. of Branches Current : Sumitomo Mitsui Banking Corporation Banking 1,388 Past : Goldman Sachs | Ford Credit International Mutual Fund 83 Old Mutual Life Insurance Life Insurance 227 Securities 1,325 Range of financial services Car Finance 84 General Insurance 15 Banking | Asset Management | Investment Banking BSS Microfinance 119 Life Insurance | Stock Broking | General Insurance | Alternate Investments | Stressed Assets Total 3,241 These branches / offices are present in India as on March 31, 2018. In addition, Kotak Group has international offices in Abu Dhabi, Dubai, London, Mauritius, New York and Singapore. All data as on March 31, 2019 Constituent of the NIFTY, the mainline 50 stock Indian market index | Kotak Group is one of the largest Indian financial services groups * Data as on March 31, 2018 2 Kotak Group - Corporate Overview Assets Under Management (INR 2,252.54 Bn) Asset Management: Strengths • One of the first few private firms qualified to manage pension funds in India • Providing solutions to International clients for 15+ years • Kotak Mahindra Asset Management Company is regulated by the Securities and Exchange Board of India. Data as on March 31, 2019 3 Kotak Group - Corporate Overview London New York Rep Office - Abu Dhabi Dubai India Singapore Mauritius Presence across major financial markets 4 Who Are We? Kotak Mahindra Asset Management Company Limited (KMAMC) is Part of a reputed conglomerate – Long Experience - started operations in 7th Largest Mutual Fund based on Wholly owned subsidiary of Kotak December 1998 Quarterly AUM as of March 2019 Mahindra bank Limited (KMBL) Large Investor base - has more than Robust distribution network – A 2 Million investors* comprehensive distribution channel with over 43,000 empanelled distributors Complete Product bouquet - Offers Wide Geographical presence - The schemes catering to investors with varying company is present in 80 cities and has risk return profiles 84 branches# # *As per number of existing folios Data as on March 31, 2019 5 Our Vision, Our Purpose Our vision is to be most trusted player in the Indian mutual fund space, always striving to offer best in class products across investor lifecycle. We strive hard to deliver consistent performance over the benchmark across all our products, thereby creating customer satisfaction. Our 20 years of existence offering a broad range of investment products across asset classes with varying risk parameters that cater to the needs of various customer segments, has enabled us to garner trust of more than 2 Million investors.* * as per number of existing folios 6 The AUM – Sizing Up the Cause Equity Fixed Income Liquid/Money MF AUM PMS Market Kotak Mutual Fund, on back of its fund performances, is one of the fastest growing* fund houses in India *As per the Quarterly Average AUM for fourth quarter of 2016, 2017, 2018 & 2019 (in INR Cr) 7 Equity Investment Framework Investment Universe Research Idea Generation Company Meeting & Idea Discussion On-going Review Portfolio Action Investment Report (Periodically) ★ Fund Manager | ★ Analyst | ★ Dealer | ★ Investment Team | ★ Investment Committee Fund manager is the sole decision maker for respective portfolios subject to the guidelines mandated by Investment Committee The process is subject to change without notice. 8 Well Defined And Evolved Equity Investment Process Investment Universe Research Idea Generation Portfolio Action On-going Review India Focused Buy-side Sources • Execution through 40+ • Monthly Investment • Listed Equity • Provides coverage on • Research Team empanelled brokers Committee reviews stocks • Fund Managers • Mandate adherence • Portfolio optimization • Individual analysts • Group Companies check meetings maintain sector model • Daily Discussion • Trade execution guided • Performance Attribution portfolios Forums by broker voting system System • The team runs large • Sell-side brokers • Portfolio analytics system cap and mid cap model • Risk Management portfolios • Regular meeting updates with management of stocks covered Sell-side • 40+ brokers • Expands research universe • Tools: Reuters Starmine The process is subject to change without notice to respond to evolving markets. 9 Disciplined Equity Investment Approach Investment Philosophy • Strong bottom-up with a top-down thematic overlay • Endeavour to derive value from macro trends and identify stock specific opportunities • Bottom-up approach adopts BMV approach to stock picking Centralized buy-side research team • Experienced team brings coverage and depth • Aligned to portfolio performance objectives Risk framework Management • Asset allocation; Sector concentration • Size • Growth At • Overweight/Underweight; capitalization; benchmark coverage • Competition Reasonable Price • Liquidity • Scalability • Vision /Growth • ROE/ROCE/ • Sustainability Orientation Free Cash Performance Evaluation System • Execution Flow • Relative to the benchmark Track Record • Relative to the peers • Corporate Business Governance Valuation Knowledge management system / Reuters Starmine • Capital • A repository for in-house buy-side propriety research & sell- Allocation side research Portfolio analytics • Portfolio metrics • Attribution & peer portfolio analysis Powerful sell-side broker voting system • Aids in vibrant sell side broker support 10 Robust Risk Management Sector & Stock selection is an outcome of the research process, however • Sector caps may be different for diversified and thematic funds; caps also on sector over-weights/under-weights; higher limits need specific approval • Each fund limits exposure to each market cap viz. large cap, mid cap & small cap • Liquidity of the portfolio should be within pre-defined limits All funds* cap exposure to equity related instruments of a company to 10% of assets All regulatory limits, restrictions and guidelines wherever applicable are strictly hard-coded and adhered to Portfolio optimization meetings help to optimize risk adjusted return Fund performance and fund positioning are reviewed monthly by the Investment Committee *other than thematic/sectoral/index funds 11 A Well Developed Feedback Loop Central Research • Independent research about companies • Generation of new investment ideas • Tracking stocks under coverage • Regular corporate interaction Attribution System • Industry/company updates • Provides valuation analysis • Interaction with sell-side analysts • Provides attribution analysis for Fund Management each fund • Provides liquidity risk analysis • Provides alerts for risk management Portfolio Optimization • Provides Model portfolio • Provides inputs on stock/sector 12 Debt Investment Framework Safety Liquidity Return Return of Principal more critical than Daily Redemption across majority of Optimize risk adjusted return Return on Principal funds. Asset-Liability matching, critical to honour daily commitments Top Down Bottom Up Macros Micros • RBI Policy • Demand supply gap • Inflation Outlook • Shape of yield curve • Fiscal Deficit • On the run Vs. off the run securities • Interlinkage of Currency & Equity Market • Credit • Liquidity of Banking System 13 13 Robust Credit Evaluation Process at Kotak Mutual Fund • Detailed Analysis –financial & non –financial (2) • Thorough evaluation of the deal parameters • Purpose of borrowing • Quality of Management & Corporate Governance Deal/Transaction Analysis • Adequacy of operating cash flows/ security • Source of operating cash flows of all relevant providing cover on debt entities to ensure robustness of • Structure of proposed borrowing and security issuer/management group • Yield curve & ALM mismatch risks • Past track record of all transactions undertaken by • Covenants to ensure credit profile of the the borrower with Kotak group entities. borrower remains intact Robust Credit (3) Portfolio (1) Issuer Evaluation Analysis Risk Analysis Process at Kotak Mutual Fund • Portfolio concentration across various • Portfolio evaluation to mitigate sectoral parameters concentration risks • Vintage-wise delinquencies and flow through • Overall size of the issue rates & resultant probability of default • Insurance, escrow amounts and recourse level (4) Pool Asset available under different scenarios Analysis The process is subject to change without notice. 14 Performance Centric Investment Team Evaluation & Remuneration Policy Incentivizes fund managers based Incentivizes quality & on consistent relative performance quantity of research Fund manager's performance evaluation is Research Analysts evaluation depends on relative to both benchmark & peers their total stock coverage and the ideas provided during a given period Research Analysts also maintain a parallel model portfolio and continuously measure its performance vis-à-vis real portfolios 15 Our Philosophy Products We believe – “Funds are like kids. Don’t have more than you can manage”. Our aim is to equate fund return and client return. Performance We strive to optimize long term risk-adjusted return
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