- Manager
- Kotak Mahindra Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Kotak Equity Portfolio Investment approach
+2.40%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Kotak Mahindra Asset Management Company’s Kotak Equity Portfolio Investment approach returned 2.40% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹0.97 crore across its clients.
Key numbers
- AUM
- ₹0.97 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.76×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −7.43% | −6.03% | −1.40% |
| 3 months | −5.00% | −4.91% | −0.09% |
| 6 months | +7.42% | +2.13% | +5.29% |
| 1 year | +2.40% | −7.09% | +9.49% |
| 2 years | −3.39% | −5.29% | +1.90% |
| 3 years | +9.75% | +6.06% | +3.69% |
| 4 years | +12.26% | +8.48% | +3.78% |
| Since inception | +13.05% | +7.41% | +5.64% |
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.
Portfolio mix
- Listed equity96.91%₹0.94 Cr
- Cash and other3.09%₹0.03 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.01 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.76×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Kotak Equity Portfolio Investment approach returned?
2.40% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.43%; 3 months: −5.00%; 6 months: 7.42%; 1 year: 2.40%; 2 years: −3.39%; 3 years: 9.75%; 4 years: 12.26%; Since inception: 13.05%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 9.49 percentage points ahead.
How much does Kotak Equity Portfolio Investment approach manage?
₹0.97 crore at 30 Sep 2026, as reported to SEBI.
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.
Who manages Kotak Equity Portfolio Investment approach?
Kotak Mahindra Asset Management Company, a SEBI-registered portfolio manager (INP000000837), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
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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