Kotak Mahindra Asset Management Company Ltd • Multi Asset
Kotak Evolv Conservative Asset Allocation Investment Approach is a multi asset portfolio management service (PMS) strategy run by Kotak Mahindra Asset Management Company Ltd, launched on 20 Jan 2023. It manages ₹18.28 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +6.98% over 1 year and +10.19% over 3 years (+9.73% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
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 | +3.98% |
| 3 Months | +2.11% |
| 1 Year | +6.98% |
| 3 Years | +10.19% |
| Since Inception | +9.73% |
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 Evolv Conservative Asset Allocation Investment Approach has a 1-year return of +6.98%, a 3-year return of +10.19% and +9.73% since inception. Past performance is not indicative of future results.
Kotak Evolv Conservative Asset Allocation Investment Approach manages ₹18.28 Cr of client assets.
The minimum investment for Kotak Evolv Conservative Asset Allocation Investment Approach is ₹50 Lakhs.
Kotak Evolv Conservative Asset Allocation Investment Approach was launched on 20 Jan 2023. It has a 3-year track record.
Description
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