- Manager
- Kotak Mahindra Asset Management Company
- Service
- Discretionary
- Asset class
- Multi-asset
Kotak Evolv Conservative Asset Allocation Investment Approach
+4.51%
1-year return
Benchmark NSE Multi Asset Index 1 +3.12% · to 30 Sep 2026
Kotak Mahindra Asset Management Company’s Kotak Evolv Conservative Asset Allocation Investment Approach returned 4.51% over the year to 30 Sep 2026, against 3.12% for its benchmark, the NSE Multi Asset Index 1. It managed ₹2.25 crore across its clients.
Key numbers
- AUM
- ₹2.25 Cr
- Benchmark
- NSE Multi Asset Index 1
- Turnover, past year
- 0.45×
- 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 | −2.73% | −2.65% | −0.08% |
| 3 months | −0.87% | −0.75% | −0.12% |
| 6 months | +4.39% | +6.55% | −2.16% |
| 1 year | +4.51% | +3.12% | +1.39% |
| 2 years | +3.17% | +2.85% | +0.32% |
| 3 years | +8.48% | +9.81% | −1.33% |
| Since inception | +8.69% | +10.24% | −1.55% |
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 funds95.11%₹2.14 Cr
- Listed equity4.89%₹0.11 Cr
- Cash and other0.44%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹12.98 Cr
- Net, Sep 2026
- −₹12.98 Cr
- Net, FY to date
- −₹16.40 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.45×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Kotak Evolv Conservative Asset Allocation Investment Approach returned?
4.51% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.73%; 3 months: −0.87%; 6 months: 4.39%; 1 year: 4.51%; 2 years: 3.17%; 3 years: 8.48%; Since inception: 8.69%.
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 1.39 percentage points ahead.
How much does Kotak Evolv Conservative Asset Allocation Investment Approach manage?
₹2.25 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 Conservative 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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