We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

Kotak India Midcap Inclusive - Class A - Income (GBP)

Sell:3,870.60p Buy:3,870.60p Change: 89.21p (2.36%)
Prices as at 22 November 2024
Sell:3,870.60p
Buy:3,870.60p
Change: 89.21p (2.36%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 22 November 2024
Sell:3,870.60p
Buy:3,870.60p
Change: 89.21p (2.36%)
Prices as at 22 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Asia is home to some of the most dynamic economies in the world and has the potential to grow strongly over the long term. Funds in this sector invest in more mature economies like Korea, Taiwan, Hong Kong and Singapore together with emerging economies such as the Philippines and Indonesia. Some also invest in other developed economies such as Australia. The region is home to some of the biggest economies in the world, like China and India, and a growing middle class means they're less reliant on exporting to the West. Domestic consumption and the growing use of technology could help drive the next phase of their growth. We think Asia is home to plenty of good investment opportunities but it's a higher-risk area to invest so a long-term approach is needed.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

22/11/19 to 22/11/20 22/11/20 to 22/11/21 22/11/21 to 22/11/22 22/11/22 to 22/11/23 22/11/23 to 22/11/24
Annual return -1.06% 37.94% -2.47% 5.01% 21.07%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Ankit Sancheti
Manager start date: 1 July 2011
Manager located in: Singapore

Ankit has over 15 years of experience in fund management and equity research. He is a CFA charter holder and a Chartered Accountant (1998 batch). He holds a bachelor's degree in commerce (Hons) from the JNV University, Jodhpur. He currently manages offshore portfolio across various strategies - midcap, consumption, Shariah and concentrated strategies. He also assists Nitin in managing growth and multicap portfolios. He has been with Kotak group for last 4 years and has worked earlier with Birla Sunlife Mutual Fund, ING Investment Management, Development Credit Bank, and Anand Rathi Securities, in various capacities. During his tenure at Birla Sun Life Mutual Fund, Ankit actively managed India-dedicated funds for more than 3 years from which the BSL Dividend Yield Fund was ranked as a 5 star fund by ICRA indicating performance among the top 10% in the category of ?Open Ended Diversified Equity - Aggressive' for 1 year period ending 31st December 2008.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account