- Manager
- Kotak Mahindra Asset Management Company
- Service
- Discretionary
- Asset class
- Multi-asset
Kotak Evolv Aggressive Asset Allocation Investment Approach
+0.50%
1-year return
Benchmark NSE Multi Asset Index 1 +3.12% · to 30 Sep 2026
Kotak Mahindra Asset Management Company’s Kotak Evolv Aggressive Asset Allocation Investment Approach returned 0.50% over the year to 30 Sep 2026, against 3.12% for its benchmark, the NSE Multi Asset Index 1. It managed ₹83.60 crore across its clients.
Key numbers
- AUM
- ₹83.60 Cr
- Benchmark
- NSE Multi Asset Index 1
- Turnover, past year
- 0.51×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE Multi Asset Index 1 | Difference |
|---|---|---|---|
| 1 month | −6.33% | −2.65% | −3.68% |
| 3 months | −3.95% | −0.75% | −3.20% |
| 6 months | +7.09% | +6.55% | +0.54% |
| 1 year | +0.50% | +3.12% | −2.62% |
| 2 years | −2.93% | +2.85% | −5.78% |
| 3 years | +9.10% | +9.81% | −0.71% |
| Since inception | +10.04% | +9.68% | +0.36% |
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
- Mutual funds92.91%₹77.67 Cr
- Listed equity5.18%₹4.33 Cr
- Cash and other1.90%₹1.59 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹26.17 Cr
- Net, Sep 2026
- −₹26.17 Cr
- Net, FY to date
- −₹38.27 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 0.51×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Kotak Evolv Aggressive Asset Allocation Investment Approach returned?
0.50% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.33%; 3 months: −3.95%; 6 months: 7.09%; 1 year: 0.50%; 2 years: −2.93%; 3 years: 9.10%; Since inception: 10.04%.
How has it done against its benchmark?
Its benchmark, the NSE Multi Asset Index 1, returned 3.12% over the year, so the strategy was 2.62 percentage points behind.
How much does Kotak Evolv Aggressive Asset Allocation Investment Approach manage?
₹83.60 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 Evolv Aggressive Asset Allocation 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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