Kotak Select Origin - Origin Equity Portfolio

Kick-off to score more with Kotak GEMS

GEMS Portfolio
- Origin
- Select Portfolio
- Select Optima
- Klassic Portfolio - Flexi
- Investguard Portfolio
- Core Portfolio
- NRI

GEMS Portfolio

Objective - The main objective of the scheme is to generate capital appreciation in the medium term to long term through investments in equities and equity related instruments. The scheme will seek to achieve returns through investments in stocks of small, medium and large capitalized companies. The portfolio manager may invest in private placements or pre Follow on Public Offering (FPO) placement of listed securities.

Portfolio Style

	Concentrated and compact portfolio
	Shift across investment themes to participate in multiple growth drivers of the economy and corporate sector
	Predominantly bottom up approach

Portfolio Characteristics

	Portfolio with companies across large cap, mid cap and small cap segments
	Option to participate in pre FPO or private placements of listed companies
	This will be a diversified scheme investing across the sectors and will not have sectoral restriction
	Benchmark: BSE 200 Index

Investment Domain

	Investment in companies which have a global footprint or aspire to become global leaders in their business
	Companies from emerging sectors which have the potential to deliver higher growth vis-à-vis broad markets
	Competitive players from the manufacturing sector
	Companies participating in the robust growth in the services sector

Key Features of GEMS portfolio

	Option to participate in pre FPO placement or private placements of listed companies
	Potential to capture superior upside with commensurate risk in the medium to long term
	Provides flexibility to the Portfolio manager
	Ability to meaningfully participate in companies with strong growth prospects through the pre FPO / private placement route
	These investments have a lock in clause for a pre specified time horizon



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