SEBI reg.
INP000000837
Services
Discretionary, Non-discretionary
Reported
30 Sep 2026

Kotak Mahindra Asset Management Company

₹44,834 Cr

Assets under management

1,511 clients · 13 strategies · 30 Sep 2026

Kotak Mahindra Asset Management Company managed ₹44,834 crore for 1,511 clients at 30 Sep 2026, across 13 strategies, most of it for other foreign investors. In September clients added ₹142 crore and withdrew ₹181 crore.

Key numbers

SEBI registration
INP000000837
Discretionary AUM
₹2,209 Cr
Non-discretionary AUM
₹4,873 Cr
Min. investment
₹50 lakh (SEBI)
Complaints pending
0

Strategies

Kotak Mahindra Asset Management Company’s PMS strategies, largest first
StrategyAsset classAUM1 yearBenchmark 1Y
Kotak Evolv Plus Asset Allocation Investment ApproachMulti-asset₹1,039 Cr+3.26%+3.12%
Kotak India Focus Portfolio Investment ApproachEquity₹809 Cr+4.28%−7.09%
Kotak Pioneer Model Strategy Investment Approach AggressiveMulti-asset₹97.32 Cr+8.30%+3.12%
Kotak Evolv Aggressive Asset Allocation Investment ApproachMulti-asset₹83.60 Cr+0.50%+3.12%
Kotak India Focus Portfolio Investment Approach CustomisedEquity₹48.01 Cr+3.43%−7.09%
Kotak Evolv Equity Investment ApproachEquity₹47.74 Cr−2.25%−7.09%
Kotak Pioneer Model Strategy Investment Approach ModerateMulti-asset₹29.35 Cr+9.26%+3.12%
Kotak Evolv Moderate Asset Allocation Investment ApproachMulti-asset₹25.83 Cr+3.15%+3.12%
Kotak Pioneer Model Strategy Investment Approach ConservativeMulti-asset₹13.92 Cr+20.99%+3.12%
Kotak Evolv Liquid Investment ApproachDebt₹8.92 Cr+5.82%+0.08%
Kotak Liquid Investment ApproachDebt₹2.37 Cr+5.97%+0.08%
Kotak Evolv Conservative Asset Allocation Investment ApproachMulti-asset₹2.25 Cr+4.51%+3.12%
Kotak Equity Portfolio Investment approachEquity₹0.97 Cr+2.40%−7.09%

Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.

Who it manages money for

Kotak Mahindra Asset Management Company’s clients and assets by client type and service
Client typeServiceClientsAUM
Other foreign investorsAdvisory2₹37,301 Cr
Domestic individuals and othersNon-discretionary366₹3,940 Cr
Domestic individuals and othersDiscretionary874₹1,470 Cr
Domestic corporatesNon-discretionary47₹795 Cr
Domestic corporatesDiscretionary65₹613 Cr
Domestic corporatesAdvisory1₹452 Cr
Non-resident IndiansNon-discretionary11₹139 Cr
Non-resident IndiansDiscretionary145₹126 Cr

Flows

Inflow, Sep 2026
₹142 Cr
Outflow, Sep 2026
₹181 Cr
Net, Sep 2026
−₹39 Cr
Inflow, FY to date
₹361 Cr
Outflow, FY to date
₹485 Cr
Net, FY to date
−₹124 Cr

Discretionary service. The financial year runs from 1 April.

Complaints

Pending at start of month
0
Received
0
Resolved
0
Pending at end of month
0

FAQs

How much does Kotak Mahindra Asset Management Company manage?

₹44,834 crore for 1,511 clients at 30 Sep 2026, as reported to SEBI.

How many clients does Kotak Mahindra Asset Management Company have?

1,511 clients at 30 Sep 2026, mainly other foreign investors, domestic individuals and others, domestic corporates.

Which PMS strategies does Kotak Mahindra Asset Management Company offer?

It reported 13 to SEBI for 30 Sep 2026: Kotak Evolv Plus Asset Allocation Investment Approach, Kotak India Focus Portfolio Investment Approach, Kotak Pioneer Model Strategy Investment Approach Aggressive, Kotak Evolv Aggressive Asset Allocation Investment Approach, Kotak India Focus Portfolio Investment Approach Customised, Kotak Evolv Equity Investment Approach, Kotak Pioneer Model Strategy Investment Approach Moderate, Kotak Evolv Moderate Asset Allocation Investment Approach, and 5 more.

Is Kotak Mahindra Asset Management Company registered with SEBI?

Yes. It is registered with SEBI as a portfolio manager, registration number INP000000837.

Has Kotak Mahindra Asset Management Company had investor complaints?

In September it received 0 and resolved 0; 0 were pending at the end of the month.

What is the minimum investment in a PMS?

SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.

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