- Manager
- Kotak Mahindra Asset Management Company
- Service
- Discretionary
- Asset class
- Equity
Kotak India Focus Portfolio Investment Approach Customised
+3.43%
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 Customised returned 3.43% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹48.01 crore across its clients.
Key numbers
- AUM
- ₹48.01 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 2.43×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −7.67% | −6.03% | −1.64% |
| 3 months | −1.23% | −4.91% | +3.68% |
| 6 months | +9.85% | +2.13% | +7.72% |
| 1 year | +3.43% | −7.09% | +10.52% |
| 2 years | −9.82% | −5.29% | −4.53% |
| 3 years | +4.34% | +6.06% | −1.72% |
| 4 years | +9.37% | +8.48% | +0.89% |
| 5 years | +7.89% | +6.38% | +1.51% |
| Since inception | +8.28% | +10.42% | −2.14% |
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 equity98.71%₹47.39 Cr
- Cash and other1.29%₹0.62 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹49.03 Cr
- Outflow, Sep 2026
- ₹49.04 Cr
- Net, Sep 2026
- −₹0.01 Cr
- Net, FY to date
- ₹43.41 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 2.43×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Kotak India Focus Portfolio Investment Approach Customised returned?
3.43% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.67%; 3 months: −1.23%; 6 months: 9.85%; 1 year: 3.43%; 2 years: −9.82%; 3 years: 4.34%; 4 years: 9.37%; 5 years: 7.89%; Since inception: 8.28%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 10.52 percentage points ahead.
How much does Kotak India Focus Portfolio Investment Approach Customised manage?
₹48.01 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 Customised?
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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