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Kotak Mahindra Asset Management Company Ltd – Portfolio Management Services (PMS)

KOTAK ASSET MANAGEMENT PMS - Amongst the Oldest PMS on the street, Over a decade of experience in the Indian capital markets, Strong Research and Operations team, Consistent client interaction. Investment Strategy - Large market opportunity, Businesses with robust competitive advantages, Strong Financials and Earnings Growth, Management Dynamism and Good Corporate Governance, Fair Valuations.

AUM (₹ Cr)

52974.14

Clients

1523

Strategies

5

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Kotak Mahindra Asset Management Company Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Pharma and Healthcare Sector Fund -8.53% 17.57% 12.26% Sep 2016
Small and Midcap Small & Mid Cap -4.14% 13.80% 17.73% Apr 2012
Fintech Sector Fund 9.96% 15.20% 13.99% Mar 2018
India Focus Portfolio - Series I Multi Cap & Flexi Cap 5.61% 21.62% 22.43% Jul 2012

Past performance is not indicative of future results. Returns are subject to market risks.

Alternative Investment Funds (AIF)

Kotak Mahindra Asset Management Company Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

India Renaissance Fund - 1

Multi Cap & Flexi Cap -2.84% 17.17% — Feb 2022

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Brijesh Ved

Principal Officer & Head- PMS

Over 23 years of professional work experience, of which he has spent 20 years in Asset Management Industry in India. At presently he works with Kotak AMC, as Head of Discretionary PMS. He comes with strong funds management & equity research background. He has spent two stints at Enam Asset Management (AMC) between 2004 to 2015 and 2021 to 2024. Before Enam AMC, he was with BNP Paribas Asset Management as Head of Equities- Offshore Advisory & PMS between 2015 to 2021. He holds an MBA in Finance from Monash Mt. Eliza Business School, Australia and a Bachelor of Commerce from the University of Mumbai.

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Regulatory Information

SEBI Registration: INP000000837

Registered Office: 27 Bkc, C-27, G Block Bandra Kurla Complex,Bandra (E), Mumbai 400051,Mumbai,Maharashtra,India-400051

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)