- Manager
- Kotak Mahindra Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Kotak Evolv Equity Investment Approach
−2.25%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Kotak Mahindra Asset Management Company’s Kotak Evolv Equity Investment Approach returned −2.25% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹47.74 crore across its clients.
Key numbers
- AUM
- ₹47.74 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.45×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −6.83% | −6.03% | −0.80% |
| 3 months | −4.78% | −4.91% | +0.13% |
| 6 months | +8.15% | +2.13% | +6.02% |
| 1 year | −2.25% | −7.09% | +4.84% |
| 2 years | −6.21% | −5.29% | −0.92% |
| Since inception | +0.57% | +1.56% | −0.99% |
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 funds99.77%₹47.63 Cr
- Cash and other0.23%₹0.11 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹16.56 Cr
- Net, Sep 2026
- −₹16.56 Cr
- Net, FY to date
- −₹20.32 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.45×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Kotak Evolv Equity Investment Approach returned?
−2.25% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.83%; 3 months: −4.78%; 6 months: 8.15%; 1 year: −2.25%; 2 years: −6.21%; Since inception: 0.57%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 4.84 percentage points ahead.
How much does Kotak Evolv Equity Investment Approach manage?
₹47.74 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 Equity 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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