Kotak Mahindra Asset Management Company Ltd • Multi Asset
Kotak Evolv Plus Asset Allocation Investment Approach is a multi asset portfolio management service (PMS) strategy run by Kotak Mahindra Asset Management Company Ltd, launched on 17 Jul 2023. It manages ₹1,193 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +5.88% over 1 year (+10.37% 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 | +4.63% |
| 3 Months | +0.97% |
| 1 Year | +5.88% |
| Since Inception | +10.37% |
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 Plus Asset Allocation Investment Approach has a 1-year return of +5.88% and +10.37% since inception. Past performance is not indicative of future results.
Kotak Evolv Plus Asset Allocation Investment Approach manages ₹1,193 Cr of client assets.
The minimum investment for Kotak Evolv Plus Asset Allocation Investment Approach is ₹50 Lakhs.
Kotak Evolv Plus Asset Allocation Investment Approach was launched on 17 Jul 2023. It has a 2-year track record.
Description
All Kotak Mahindra PMS strategies →Browse all PMS strategies in India →