Kotak Mahindra Asset Management Company Ltd • Multi Asset
Kotak Pioneer Model Strategy Investment Approach Moderate is a multi asset portfolio management service (PMS) strategy run by Kotak Mahindra Asset Management Company Ltd, launched on 30 Jun 2022. It manages ₹7.27 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +13.36% over 1 year and +14.39% over 3 years (+13.15% 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 | +6.26% |
| 3 Months | +5.45% |
| 1 Year | +13.36% |
| 3 Years | +14.39% |
| Since Inception | +13.15% |
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 Pioneer Model Strategy Investment Approach Moderate has a 1-year return of +13.36%, a 3-year return of +14.39% and +13.15% since inception. Past performance is not indicative of future results.
Kotak Pioneer Model Strategy Investment Approach Moderate manages ₹7.27 Cr of client assets.
The minimum investment for Kotak Pioneer Model Strategy Investment Approach Moderate is ₹50 Lakhs.
Kotak Pioneer Model Strategy Investment Approach Moderate was launched on 30 Jun 2022. It has a 3-year track record.
Description
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