Kotak Mahindra Asset Management Company Ltd

Equity, Multi Asset, Debt · 17 investment approaches

Total AUM

₹2.7K Cr

Years Active

14.0

AUM Change (3M)

-5.9%

AUM Change (1Y)

+13.6%

Min Investment

₹50L

Schemes

17

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Kotak FinTech Investment Approach	Equity	₹15 Cr	-0.09%	+22.96%	+16.34%	+13.54%	0.65
Kotak Pioneer Model Strategy Investment Approach Conservative	Multi Asset	₹1 Cr	-7.25%	+22.08%	+14.66%	+12.95%	0.83
Kotak Small and Midcap Equity Investment Approach	Equity	₹39 Cr	+3.14%	+18.53%	+14.89%	+15.77%	0.56
Kotak India Focus Portfolio Investment Approach Series II	Equity	₹452 Cr	-6.58%	+17.86%	+15.90%	+11.68%	1.71
Kotak Pioneer Model Strategy Investment Approach Aggressive	Multi Asset	₹59 Cr	-12.16%	+10.52%	+15.21%	+13.43%	0.69
Kotak Pioneer Model Strategy Investment Approach Moderate	Multi Asset	₹7 Cr	-9.84%	+10.13%	+13.04%	+11.64%	0.65
Kotak Pharma and Healthcare Investment Approach	Equity	₹13 Cr	+6.87%	+9.49%	+20.03%	+12.14%	0.78
Kotak Evolv Liquid Investment Approach	Debt	₹14 Cr	+0.54%	+5.86%	-	+6.78%	-
Kotak Liquid Investment Approach	Debt	₹1 Cr	+0.41%	+5.71%	+6.53%	+6.53%	-
Kotak Evolv Conservative Asset Allocation Investment Approach	Multi Asset	₹18 Cr	-4.81%	+5.27%	+9.39%	+8.66%	0.45
Kotak India Focus Portfolio Investment Approach	Equity	₹745 Cr	-11.77%	+3.71%	+18.70%	+14.40%	0.73
Kotak Evolv Plus Asset Allocation Investment Approach	Multi Asset	₹1.1K Cr	-5.48%	+3.60%	-	+8.87%	0.23
Kotak Evolv Moderate Asset Allocation Investment Approach	Multi Asset	₹45 Cr	-7.26%	+3.37%	+10.39%	+8.33%	0.42
Kotak India Focus Portfolio Investment Approach Customised	Equity	₹4 Cr	-9.52%	+0.82%	+8.65%	+7.71%	0.08
Kotak Evolv Aggressive Asset Allocation Investment Approach	Multi Asset	₹112 Cr	-10.82%	+0.55%	+11.34%	+9.36%	0.36
Kotak Equity Portfolio Investment Approach	Equity	₹1 Cr	-11.87%	-1.56%	+14.14%	+12.76%	0.46
Kotak Evolv Equity Investment Approach	Equity	₹62 Cr	-12.19%	-4.05%	-	-3.16%	-0.68

Kotak FinTech Investment Approach

Kotak Pioneer Model Strategy Investment Approach Conservative

Kotak Small and Midcap Equity Investment Approach

Kotak India Focus Portfolio Investment Approach Series II

Kotak Pioneer Model Strategy Investment Approach Aggressive

Kotak Pioneer Model Strategy Investment Approach Moderate

Kotak Pharma and Healthcare Investment Approach

Kotak Evolv Liquid Investment Approach

Kotak Liquid Investment Approach

Kotak Evolv Conservative Asset Allocation Investment Approach

Kotak India Focus Portfolio Investment Approach

Kotak Evolv Plus Asset Allocation Investment Approach

Kotak Evolv Moderate Asset Allocation Investment Approach

Kotak India Focus Portfolio Investment Approach Customised

Kotak Evolv Aggressive Asset Allocation Investment Approach

Kotak Equity Portfolio Investment Approach

Kotak Evolv Equity Investment Approach