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

Kotak Asset Management PMS, a veteran provider in the Indian Portfolio Management Services landscape, brings over ten years of dedicated experience in the domestic capital markets. Our operations are underpinned by a robust research and operational framework, complemented by a proactive approach to client engagement. Our investment philosophy prioritizes opportunities within substantial market segments, focusing on enterprises exhibiting enduring competitive strengths, sound financial performance with demonstrable earnings expansion, agile and effective management, and adherence to high standards of corporate governance, all assessed at fair market 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

With over two decades of dedicated experience in the Indian asset management sector, spanning a total of 23 years in his professional career, he currently serves as the Head of Discretionary Portfolio Management Services (PMS) at Kotak Asset Management Company. His expertise is anchored in robust fund management and equity research capabilities. He previously held positions at Enam Asset Management for two distinct periods: from 2004 to 2015, and again from 2021 to 2024. Prior to his tenures at Enam AMC, he led the Equities division for Offshore Advisory & PMS at BNP Paribas Asset Management between 2015 and 2021. He is an alumnus of Monash Mt. Eliza Business School, Australia, where he earned his MBA in Finance, and holds a Bachelor of Commerce degree 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

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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