Cohesion MK Best Ideas
AIF

Cohesion MK Best Ideas

Portfolio
₹2 Cr
Holdings
14
Recent moves
1
Style
Long-onlyMulti-capHigh conviction
About

Launched August 2020 by Cohesion Asset Management (Abu Dhabi) in partnership with Madhusudan Kela, "the King of the Multi-Bagger" who scaled Reliance MF's equity business from ~USD 20 m to ~USD 60 bn. Concentrated 20 to 25 stock portfolio that gives global investors access to Kela's high-conviction Indian equity picks.

Holdings 14
Niyogin Fintech Limited
7.57% stake
₹38 Cr
position
Himatsingka Seide Limited
HIMATSEIDE4.07% stake
₹44 Cr
position
Utkarsh Small Finance Bank Limited
UTKARSHBNK3.21% stake
₹81 Cr
position
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