Kotak Mahindra Asset Management Company Ltd • Equity
Kotak India Focus Portfolio Investment Approach is an equity portfolio management service (PMS) strategy run by Kotak Mahindra Asset Management Company Ltd, launched on 3 Jul 2012. As of 30 Sep 2026, it manages ₹809 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +4.28% over 1 year, +12.41% over 3 years and +11.55% over 5 years (+14.48% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 6.35 percentage points ahead of its benchmark. Its 3-year return ranks 47th 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: SBI ESG Portfolio (formerly known as SBI Growth With Values Portfolio) (+12.51%), Trivantage Capital Diversified Equity Portfolio (+12.49%), Infinity Core Equity Approach (+12.37%), SBI Aeon Alpha Portfolio (+12.34%).
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 | -6.66% |
| 3 Months | -3.24% |
| 1 Year | +4.28% |
| 3 Years | +12.41% |
| 5 Years | +11.55% |
| Since Inception | +14.48% |
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 has a 1-year return of +4.28%, a 3-year return of +12.41%, a 5-year return of +11.55% and +14.48% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Kotak India Focus Portfolio Investment Approach returned +11.55% against +6.38% for the Nifty 50 TRI, 5.17 percentage points ahead. Over 3 years it returned +12.41% against +6.06%; Over 1 year it returned +4.28% 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's 3-year return of +12.41% ranks 47th as of 30 Sep 2026.
Kotak India Focus Portfolio Investment Approach is managed by Mr. Brijesh Jaysinh Ved at Kotak Mahindra. The strategy manages ₹809 Cr of client assets as of 30 Sep 2026.
Kotak India Focus Portfolio Investment Approach manages ₹809 Cr of client assets as of 30 Sep 2026.
The minimum investment for Kotak India Focus Portfolio Investment Approach is ₹50 Lakhs.
Kotak India Focus Portfolio Investment Approach was launched on 3 Jul 2012. It has a 14-year track record.
Description
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