Kotak Mahindra Asset Management Company Ltd
AUM (Cr.)
3203.30
No. of Clients
1425
No. of Investment Approach
5
As On
31 March 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 | 40.54% | 14.19% | 22.45% | 17.16% | 19 Sep, 2017 |
Pharma and Healthcare |
SECTOR FUND | 53.48% | 16.57% | 18.18% | 20.38% | 20 Sep, 2016 |
Small and Midcap |
SMALL & MID CAP | 43.52% | 16.83% | 23.94% | 18.45% | 30 Apr, 2012 |
Fintech |
SECTOR FUND | 34.47% | 13.22% | 15.80% | 15.57% | 29 Mar, 2018 |
India Focus Portfolio - Series I |
MULTI CAP | 39.44% | 14.01% | 21.39% | 14.01% | 31 Jul, 2012 |
* Returns are as on 31st March 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
Portfolio Manager Profile
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
AMC Investor Login Link
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AMC Website Link
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