Kotak Mahindra Asset Management Company Ltd • Multi Asset
Kotak Evolv Moderate Asset Allocation Investment Approach is a multi asset portfolio management service (PMS) strategy run by Kotak Mahindra Asset Management Company Ltd, launched on 2 Sep 2022. It manages ₹47.57 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +6.69% over 1 year and +11.71% over 3 years (+9.87% 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 | +6.01% |
| 3 Months | +0.86% |
| 1 Year | +6.69% |
| 3 Years | +11.71% |
| Since Inception | +9.87% |
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 Moderate Asset Allocation Investment Approach has a 1-year return of +6.69%, a 3-year return of +11.71% and +9.87% since inception. Past performance is not indicative of future results.
Kotak Evolv Moderate Asset Allocation Investment Approach manages ₹47.57 Cr of client assets.
The minimum investment for Kotak Evolv Moderate Asset Allocation Investment Approach is ₹50 Lakhs.
Kotak Evolv Moderate Asset Allocation Investment Approach was launched on 2 Sep 2022. It has a 3-year track record.
Description
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