Kotak Select Optima - Kotak Securities Ltd. Online Trading

Optimised risks and maximised returns

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

Select Optima

Objective: - Select Portfolio will seek to achieve returns through investments in stocks of concentrated number of small, medium and large capitalised companies.
In Optima Plan^*, portfolio will seek to achieve returns through broad based participation in equity markets by constructing a focused portfolio of sizably capitalised companies.

Investment Strategy:

1. The environment clearly points towards shrinkage in the number of stocks participating in a market rally. Hence the investment mantra shall be to get stocks right in the portfolio. Stock specific approach shall be followed to optimise returns.

2. Stock selection to be influenced by the following parameters.

	Growth at reasonable price (GARP)
	Companies with growth in earnings considerably higher than that of all companies in an index put together
	Companies with consistency and better visibility of future growth
	Companies with sufficient diversification in revenues streams
	Companies with high ROI compared to its cost of capital
	Companies with lesser need for raising capital
	Companies with adequate capitalisation to carry out organic and in-organic growth
	Portfolio strategy driven by a mix of active and passive management actions
	Buy and Hold approach
	Investments driven by both medium and long term investment horizon
	Medium term: 9-12 months
	Long term: 12 to 24 months
	Portfolio shall be diversified over 15-20 stocks across the sectoral spectrum

Target Companies: - Target Domain: Companies having marketing capitalisation of more than Rs. 4000 Crores.

	Hunger for organic as well as inorganic growth
	Strong competitive advantage
	Sustainable growth aided by geographical diversification
	Built scale in rapidly growing sectors
	At the forefront of Indian economic development

*Optima Plan is a part of Select Portfolio scheme registered with SEBI



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