Kotak Mahindra Asset Management Company Ltd — PMS strategies

Kotak Mahindra Asset Management Company Ltd is a SEBI-registered portfolio manager running 17 strategies in our tracker, holding ₹6,409 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 17 strategies from Kotak Mahindra Asset Management Company Ltd

• Kotak KKORE NDPMS Investment Approach₹3,983 CrAUM15.9%3Y
• Kotak Evolv Plus Asset Allocation Investment ApproachHybrid₹1,085 CrAUM—3Y
• Kotak India Focus Portfolio Investment Approach₹841 CrAUM17.1%3Y
• Kotak Evolv Aggressive Asset Allocation Investment ApproachHybrid₹127 CrAUM12.1%3Y
• Kotak Evolv Multi Asset NDPMS Investment ApproachHybrid₹93 CrAUM—3Y
• Kotak Evolv Equity Investment Approach₹67 CrAUM—3Y
• Kotak Pioneer Model Strategy Investment Approach AggressiveHybrid₹64 CrAUM15.5%3Y
• Kotak Evolv Moderate Asset Allocation Investment ApproachHybrid₹51 CrAUM10.8%3Y
• Kotak India Focus Portfolio Investment Approach Customised₹51 CrAUM7.8%3Y
• Kotak Evolv Conservative Asset Allocation Investment ApproachHybrid₹16 CrAUM9.7%3Y
• Kotak Evolv Liquid Investment ApproachHybrid₹13 CrAUM—3Y
• Kotak Evolv Equity NDPMS Investment Approach₹8 CrAUM—3Y
• Kotak Pioneer Model Strategy Investment Approach ModerateHybrid₹7 CrAUM13.3%3Y
• Kotak Liquid Investment ApproachHybrid₹2 CrAUM6.5%3Y
• Kotak Pioneer Model Strategy Investment Approach ConservativeHybrid₹1 CrAUM14.7%3Y
• Kotak Equity Portfolio Investment Approach₹1 CrAUM14.3%3Y
• Kotak Evolv Liquid NDPMS Investment ApproachHybrid₹0 CrAUM—3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.