Investment Focus

Kotak India Growth Fund II

India is a developing economy and hence demands extensive investments across sectors which are expected to grow on the back of a strong economic outlook. India investment funds seek to capitalize on these opportunities.

The India Growth Fund is focused on identifying growth sectors and entrepreneurs whose companies exhibit the following characteristics.

  • clear international competitive advantage
  • cater to a large domestic demand
  • growing at a rapid rate on the back of increased investment in Infrastructure

There are several sectors that particularly tend to meet the above criteria, which we understand well and believe could add value to the India Growth Fund. These include Life-Sciences (Pharmaceuticals & Biotechnology), Retailing, Media & Entertainment, Light Manufacturing, Agri-business, Food Processing & Infrastructure Led Services like Healthcare, Logistics & Distribution and Information Technology (Software Products, Services and IT enabled)

The India Growth Fund investment philosophy provides our investors with a balanced and diversified portfolio, partially shielded from fluctuating business and valuation cycles that can affect individual sectors of the economy. The extensive deal flow and analytical resources of the Kotak Group help us towards achieving the objective of the India investment fund.

Kotak's past portfolio investments (either on its own books or through funds) include Divis Laboratories, Transelektra Domestic Products (Sara Lee has since taken a strategic stake), Hutchison Essar (indirect interest), Allsec and Sasken. The current investments from IGF include Home Solutions Retail, DRS Logistics, Sabare International, Bharat Fritz Werner, Dynaspede Integrated, INX Media, Siro Clinpharm Research, Metahelix Life Sciences to name a few.