Kotak Mahindra PMS strategies
Kotak Mahindra runs 17 portfolio management strategies listed with APMI, managing ₹2,975 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Kotak Evolv Plus Asset Allocation Investment Approach | Multi Asset | — | ₹1,193 Cr | — | — | — | ₹50 Lakhs | — |
| Kotak India Focus Portfolio Investment Approach | Equity | Mr. Brijesh Jaysinh Ved | ₹869 Cr | +15.74% | +6.74 pts | — | ₹50 Lakhs | Aug 2026 |
| Kotak India Focus Portfolio Investment Approach Series II | Equity | — | ₹452 Cr | +15.90% | — | — | ₹50 Lakhs | — |
| Kotak Evolv Aggressive Asset Allocation Investment Approach | Multi Asset | — | ₹123 Cr | +13.61% | — | — | ₹50 Lakhs | — |
| Kotak Evolv Equity Investment Approach | Equity | Mr. Brijesh Jaysinh Ved | ₹68.54 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| Kotak Pioneer Model Strategy Investment Approach Aggressive | Multi Asset | — | ₹62.69 Cr | +17.10% | — | — | ₹50 Lakhs | — |
| Kotak India Focus Portfolio Investment Approach Customised | Equity | Mr. Brijesh Jaysinh Ved | ₹52.67 Cr | +7.63% | -1.37 pts | — | ₹50 Lakhs | Aug 2026 |
| Kotak Evolv Moderate Asset Allocation Investment Approach | Multi Asset | — | ₹47.57 Cr | +11.71% | — | — | ₹50 Lakhs | — |
| Kotak Small and Midcap Equity Investment Approach | Equity | — | ₹38.78 Cr | +14.89% | — | — | ₹50 Lakhs | — |
| Kotak Evolv Conservative Asset Allocation Investment Approach | Multi Asset | — | ₹18.28 Cr | +10.19% | — | — | ₹50 Lakhs | — |
| Kotak FinTech Investment Approach | Equity | — | ₹15.36 Cr | +16.34% | — | — | ₹50 Lakhs | — |
| Kotak Pharma and Healthcare Investment Approach | Equity | — | ₹13.27 Cr | +20.03% | — | — | ₹50 Lakhs | — |
| Kotak Evolv Liquid Investment Approach | Debt | — | ₹9.04 Cr | — | — | — | ₹50 Lakhs | — |
| Kotak Pioneer Model Strategy Investment Approach Moderate | Multi Asset | — | ₹7.27 Cr | +14.39% | — | — | ₹50 Lakhs | — |
| Kotak Liquid Investment Approach | Debt | — | ₹1.45 Cr | +6.58% | — | — | ₹50 Lakhs | — |
| Kotak Pioneer Model Strategy Investment Approach Conservative | Multi Asset | — | ₹1.14 Cr | +15.21% | — | — | ₹50 Lakhs | — |
| Kotak Equity Portfolio Investment Approach | Equity | Mr. Brijesh Jaysinh Ved | ₹1.04 Cr | +13.15% | +4.15 pts | — | ₹50 Lakhs | Aug 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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