Kotak Mahindra Asset Management Company Ltd • Equity
Kotak Equity Portfolio Investment Approach is an equity portfolio management service (PMS) strategy run by Kotak Mahindra Asset Management Company Ltd, launched on 22 Apr 2022. As of 30 Sep 2026, it manages ₹0.97 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +2.40% over 1 year and +9.75% over 3 years (+13.05% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 3.69 percentage points ahead of its benchmark. Its 3-year return ranks 87th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. Brijesh Jaysinh Ved.
Ranked nearby on 3-year return: Maxiom PMS - SPARK Emerging Companies Quality-Growth (+9.77%), ABM India Consumption Portfolio (+9.76%), Synergy Focused Approach for Long Term (+9.75%), Ksema Wealth Alpha -India Opportunities (+9.69%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -7.43% |
| 3 Months | -5.00% |
| 1 Year | +2.40% |
| 3 Years | +9.75% |
| Since Inception | +13.05% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callKotak Equity Portfolio Investment Approach has a 1-year return of +2.40%, a 3-year return of +9.75% and +13.05% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Kotak Equity Portfolio Investment Approach returned +9.75% against +6.06% for the Nifty 50 TRI, 3.69 percentage points ahead. Over 1 year it returned +2.40% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Kotak Equity Portfolio Investment Approach's 3-year return of +9.75% ranks 87th as of 30 Sep 2026.
Kotak Equity Portfolio Investment Approach is managed by Mr. Brijesh Jaysinh Ved at Kotak Mahindra. The strategy manages ₹0.97 Cr of client assets as of 30 Sep 2026.
Kotak Equity Portfolio Investment Approach manages ₹0.97 Cr of client assets as of 30 Sep 2026.
The minimum investment for Kotak Equity Portfolio Investment Approach is ₹50 Lakhs.
Kotak Equity Portfolio Investment Approach was launched on 22 Apr 2022. It has a 4-year track record.
Description
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