Kotak Mahindra Asset Management Company Ltd
AUM (Cr.)
4110.73
No. of Clients
1445
No. of Investment Approach
6
As On
31 October 2024
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 Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
India Focus Portfolio - Series II |
MULTI CAP | 40.36% | 28.01% | 17.31% | 23.47% | 12.76% |
Pharma and Healthcare |
SECTOR FUND | 48.20% | 28.92% | 15.96% | 25.04% | 14.89% |
Small and Midcap |
SMALL & MID CAP | 33.45% | 24.46% | 15.79% | 25.67% | 18.07% |
Fintech |
SECTOR FUND | 27.17% | 18.95% | 9.29% | 16.80% | 14.73% |
India Focus Portfolio - Series I |
MULTI CAP | 39.28% | 26.75% | 17.18% | 21.40% | 15.66% |
* Returns are as on 31st October 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
| AIF Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
India Renaissance Fund - 1 |
CAT III - LONG ONLY | 48.98% | 28.98% | NA | NA | Feb 2022 |
* All performance above are as on 31st October 2024, * Above 1 year returns are in CAGR*
Portfolio Manager Profile
Kotak PMS
Fund 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
AMC Investor Login Link
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AMC Website Link
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