Kotak Mahindra Asset Management Company Ltd

Kotak Mahindra Asset Management Company Ltd

AUM (Cr.)

1663.05

No. of Clients

2985

No. of Strategy

5

As On

31 July 2021

KOTAK ASSET MANAGEMENT PMS - Amongst the Oldest PMS on the street, Over a decade of experience in the Indian capital markets, Strong Research and Operations team, Consistent client interaction. Investment Strategy - Large market opportunity, Businesses with robust competitive advantages, Strong Financials and Earnings Growth, Management Dynamism and Good Corporate Governance, Fair Valuations.

PMS Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Kotak - Special Situation - Ser 2
MULTI CAP 83.33% 35.44% 19.63% NA 19 Sep, 2017
Kotak - Pharma
SECTOR FUND 38.10% 47.93% 24.85% 15.97% 20 Sep, 2016
Kotak - Small & Midcap
SMALL & MID CAP 72.95% 39.24% 19.97% 14.89% 30 Apr, 2012
Kotak - Fintech Fund
SECTOR FUND 67.10% 30.72% 20.62% NA 29 Mar, 2018
Kotak - Special Situation - Ser 1
MULTI CAP 79.89% 29.54% 14.89% 8.19% 31 Jul, 2012

* All performance above are as on 30th September 2021  * Above 1 year returns are in CAGR  

Portfolio Manager Profile

Mr. Anshul Saigal

Mr. Anshul Saigal

Head – PMS, EVP Portfolio Manager

AMC Registered Address

27 Bkc, C-27, G Block Bandra Kurla Complex,Bandra (E), Mumbai 400051,Mumbai,Maharashtra,India-400051
SEBI Reg No : INP000000837

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We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.