Kotak Mahindra Asset Management Company Ltd
Equity, Multi Asset, Debt · 17 investment approaches
Total AUM
₹2.8K Cr
Years Active
13.9
AUM Change (3M)
-2.4%
AUM Change (1Y)
+45.8%
Min Investment
₹50L
Schemes
17
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
Kotak Pioneer Model Strategy Investment Approach Conservative | Multi Asset | ₹1 Cr | +10.00% | +35.60% | +18.18% | +16.17% | 1.52 |
Kotak Pioneer Model Strategy Investment Approach Aggressive | Multi Asset | ₹66 Cr | +3.27% | +26.10% | +19.77% | +18.02% | 1.56 |
Kotak Pioneer Model Strategy Investment Approach Moderate | Multi Asset | ₹8 Cr | +3.96% | +23.64% | +16.69% | +15.28% | 1.59 |
Kotak India Focus Portfolio Investment Approach Series II | Equity | ₹452 Cr | -6.58% | +17.86% | +15.90% | +11.68% | 1.71 |
Kotak FinTech Investment Approach | Equity | ₹23 Cr | +1.18% | +13.96% | +16.34% | +13.69% | 0.67 |
Kotak India Focus Portfolio Investment Approach | Equity | ₹760 Cr | -3.04% | +9.62% | +20.47% | +15.18% | 1.13 |
Kotak Evolv Conservative Asset Allocation Investment Approach | Multi Asset | ₹18 Cr | +0.20% | +9.36% | +10.89% | +10.51% | 1.06 |
Kotak Evolv Moderate Asset Allocation Investment Approach | Multi Asset | ₹48 Cr | -0.60% | +8.93% | +12.62% | +10.64% | 0.99 |
Kotak Evolv Aggressive Asset Allocation Investment Approach | Multi Asset | ₹126 Cr | -1.55% | +8.58% | +14.83% | +13.32% | 0.88 |
Kotak Evolv Plus Asset Allocation Investment Approach | Multi Asset | ₹1.1K Cr | -0.31% | +8.02% | — | +11.37% | 0.63 |
Kotak Liquid Investment Approach | Debt | ₹2 Cr | +0.43% | +5.92% | — | +6.58% | — |
Kotak Evolv Liquid Investment Approach | Debt | ₹13 Cr | +0.48% | +5.88% | — | +6.81% | — |
Kotak Equity Portfolio Investment Approach | Equity | ₹1 Cr | -2.15% | +5.42% | +16.58% | +16.12% | 0.86 |
Kotak Evolv Equity Investment Approach | Equity | ₹74 Cr | -2.92% | +4.43% | — | +2.52% | -0.35 |
Kotak Small and Midcap Equity Investment Approach | Equity | ₹42 Cr | -2.50% | +1.91% | +12.71% | +15.60% | 0.50 |
Kotak Pharma and Healthcare Investment Approach | Equity | ₹20 Cr | -5.50% | -5.65% | +16.05% | +11.45% | 0.65 |
Kotak India Focus Portfolio Investment Approach Customised | Equity | ₹7 Cr | -5.24% | -11.08% | +10.11% | +8.37% | 0.22 |