Beyond tech: Kotak MF’s Shibani Kurian on India’s next innovation-led winners

Shibani Kurian of Kotak MF has stated that the firm’s investment philosophy is centered on “growth at a reasonable price.” The approach places growth and valuation together rather than treating them as separate priorities.

A balanced investment principle

The statement points to a preference for businesses or investments that can deliver growth without overlooking the price paid. That wording provides the central principle of the approach, but does not identify particular companies, sectors or investment products.

What the statement indicates

For investors assessing the philosophy, the emphasis is clear: growth remains important, while the valuation of an investment also matters. The available information does not include performance figures, portfolio details, market forecasts or specific investment recommendations.

As a result, the statement describes Kotak MF’s broad investment perspective without offering further detail on how the philosophy is applied in individual cases.