Kotak Mahindra Asset Management Company Ltd • Equity
Kotak India Focus Portfolio Investment Approach Series II is an equity portfolio management service (PMS) strategy run by Kotak Mahindra Asset Management Company Ltd, launched on 19 Sep 2017. It manages ₹452 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +17.86% over 1 year, +15.90% over 3 years and +21.19% over 5 years (+11.68% 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 | -6.58% |
| 3 Months | -6.49% |
| 1 Year | +17.86% |
| 3 Years | +15.90% |
| 5 Years | +21.19% |
| Since Inception | +11.68% |
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 Series II has a 1-year return of +17.86%, a 3-year return of +15.90%, a 5-year return of +21.19% and +11.68% since inception. Past performance is not indicative of future results.
Kotak India Focus Portfolio Investment Approach Series II manages ₹452 Cr of client assets.
The minimum investment for Kotak India Focus Portfolio Investment Approach Series II is ₹50 Lakhs.
Kotak India Focus Portfolio Investment Approach Series II was launched on 19 Sep 2017. It has an 8-year track record.
Description
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