- Manager
- Kotak Mahindra Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Kotak India Focus Portfolio Investment Approach
+4.28%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Kotak Mahindra Asset Management Company’s Kotak India Focus Portfolio Investment Approach returned 4.28% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹809 crore across its clients.
Key numbers
- AUM
- ₹809 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 0.72×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −6.66% | −6.03% | −0.63% |
| 3 months | −3.24% | −4.91% | +1.67% |
| 6 months | +7.95% | +2.13% | +5.82% |
| 1 year | +4.28% | −7.09% | +11.37% |
| 2 years | +1.34% | −5.29% | +6.63% |
| 3 years | +12.41% | +6.06% | +6.35% |
| 4 years | +15.37% | +8.48% | +6.89% |
| 5 years | +11.55% | +6.38% | +5.17% |
| Since inception | +14.48% | +12.10% | +2.38% |
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 equity95.75%₹775 Cr
- Cash and other4.25%₹34.40 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹6.03 Cr
- Outflow, Sep 2026
- ₹7.29 Cr
- Net, Sep 2026
- −₹1.26 Cr
- Net, FY to date
- ₹5.29 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.72×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Kotak India Focus Portfolio Investment Approach returned?
4.28% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.66%; 3 months: −3.24%; 6 months: 7.95%; 1 year: 4.28%; 2 years: 1.34%; 3 years: 12.41%; 4 years: 15.37%; 5 years: 11.55%; Since inception: 14.48%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 11.37 percentage points ahead.
How much does Kotak India Focus Portfolio Investment Approach manage?
₹809 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 India Focus 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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