Kotak Mahindra Asset Management Company Ltd • Equity
Kotak Small and Midcap Equity Investment Approach is an equity portfolio management service (PMS) strategy run by Kotak Mahindra Asset Management Company Ltd, launched on 30 Apr 2012. It manages ₹38.78 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +18.53% over 1 year, +14.89% over 3 years and +15.86% over 5 years (+15.77% 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 | +3.14% |
| 3 Months | +2.35% |
| 1 Year | +18.53% |
| 3 Years | +14.89% |
| 5 Years | +15.86% |
| Since Inception | +15.77% |
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 Small and Midcap Equity Investment Approach has a 1-year return of +18.53%, a 3-year return of +14.89%, a 5-year return of +15.86% and +15.77% since inception. Past performance is not indicative of future results.
Kotak Small and Midcap Equity Investment Approach manages ₹38.78 Cr of client assets.
The minimum investment for Kotak Small and Midcap Equity Investment Approach is ₹50 Lakhs.
Kotak Small and Midcap Equity Investment Approach was launched on 30 Apr 2012. It has a 14-year track record.
Description
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