APMI

Kotak Equity Portfolio Investment Approach

Investment Approach Details

₹1.11

(AUM CR)

PMS Provider Name

Kotak Mahindra Asset Management Company Ltd

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

22/04/2022

Age

2.11 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The investment objective of the portfolio is to generate capital appreciation through investments in equities and equity related instruments with a medium to long-term perspective.

Fund Manager Details


Mr. Sanjay Bhuwania Work Exp. NA Email ID sanjay.bhuwania@kotak.com Mobile No 9831880177 Details NA

Mr. Sanjay Bhuwania

Work Exp. NA

Email ID sanjay.bhuwania@kotak.com

Mobile No 9831880177

Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 28/02/2025

1 Month Turnover

0.02

1 Year Turnover

0.45