Kotak Mahindra Asset Management Company Ltd • Equity
Kotak India Focus Portfolio Investment Approach Customised is an equity portfolio management service (PMS) strategy run by Kotak Mahindra Asset Management Company Ltd, launched on 22 Apr 2015. As of 30 Sep 2026, it manages ₹48.01 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +3.43% over 1 year, +4.34% over 3 years and +7.89% over 5 years (+8.28% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 1.72 percentage points behind of its benchmark. Its 3-year return ranks 183rd 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: Bespoke Accounts (+4.43%), India Large Cap Quant Equity Portfolio (+4.35%), Custom portfolio 19 (+4.19%), RH Alphabots India Large Cap 50 (+4.16%).
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 | -7.67% |
| 3 Months | -1.23% |
| 1 Year | +3.43% |
| 3 Years | +4.34% |
| 5 Years | +7.89% |
| Since Inception | +8.28% |
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 India Focus Portfolio Investment Approach Customised has a 1-year return of +3.43%, a 3-year return of +4.34%, a 5-year return of +7.89% and +8.28% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Kotak India Focus Portfolio Investment Approach Customised returned +7.89% against +6.38% for the Nifty 50 TRI, 1.51 percentage points ahead. Over 3 years it returned +4.34% against +6.06%; Over 1 year it returned +3.43% 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 India Focus Portfolio Investment Approach Customised's 3-year return of +4.34% ranks 183rd as of 30 Sep 2026.
Kotak India Focus Portfolio Investment Approach Customised is managed by Mr. Brijesh Jaysinh Ved at Kotak Mahindra. The strategy manages ₹48.01 Cr of client assets as of 30 Sep 2026.
Kotak India Focus Portfolio Investment Approach Customised manages ₹48.01 Cr of client assets as of 30 Sep 2026.
The minimum investment for Kotak India Focus Portfolio Investment Approach Customised is ₹50 Lakhs.
Kotak India Focus Portfolio Investment Approach Customised was launched on 22 Apr 2015. It has an 11-year track record.
Description
All Kotak Mahindra PMS strategies →Browse all PMS strategies in India →