Kotak Mahindra Asset Management Company Ltd
AUM (Cr.)
4299.89
No. of Clients
1447
No. of Investment Approach
6
As On
30 November 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 | 31.97% | 28.43% | 18.68% | 23.60% | Sep 2017 |
Pharma and Healthcare |
SECTOR FUND | 34.55% | 28.86% | 16.79% | 24.58% | Sep 2016 |
Small and Midcap |
SMALL & MID CAP | 26.10% | 23.17% | 16.00% | 25.79% | Apr 2012 |
Fintech |
SECTOR FUND | 21.38% | 18.33% | 11.80% | 16.96% | Mar 2018 |
India Focus Portfolio - Series I |
MULTI CAP | 31.50% | 27.35% | 19.28% | 21.41% | Jul 2012 |
* Returns are as on 30th November 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 | 37.38% | 28.84% | NA | NA | Feb 2022 |
* All performance above are as on 30th November 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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