Kotak PMS or Portfolio Management – Performance, Cost, Support & more
Kotak PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.
Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.
The Kotak Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Kotak PMS - Snapshot
Total AUM
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Kotak Portfolio Management Review & Ratings by Franchisebyte
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Experience
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Overview of Kotak Portfolio Management Services
Organization Type
Head Office
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No. of Active Clients
Minimum Investment
Investment Strategies
Kotak PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Kotak PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
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Kotak PMS Investment Strategies
| Strategy Name | India Focus Portfolio – Series II | Pharma and Healthcare | Small and Midcap | Fintech | India Focus Portfolio – Series I |
| Start Date | 19-Sep-17 | 20-Sep-16 | 30-Apr-12 | 29-Mar-18 | 31-Jul-12 |
| Category | Multi Cap | Sector Fund | Small & Mid Cap | Sector Fund | Multi Cap |
| Benchmark | Nifty 50 | Nifty 50 | Nifty 50 | Nifty 50 | Nifty 50 |
| AUM (Rs.) | Rs.473.88 Cr. | Rs.26.21 Cr. | Rs.56.87 Cr. | Rs.20.81 Cr. | Rs.328.7 Cr. |
| No. of Stocks | 24 | 19 | 23 | 19 | Not Disclosed |
| 1 Yr. Return | 40.36% | 48.20% | 33.45% | 27.17% | 39.28% |
| 3 Yr. Return | 17.31% | 15.96% | 15.79% | 9.29% | 17.18% |
| 5 Yr. Return | 23.47% | 25.04% | 25.67% | 16.80% | 21.40% |
| Fund Manager | Mr. Anshul Saigal | Mr. Anshul Saigal | Mr. Anshul Saigal | Mr. Anshul Saigal | Mr. Anshul Saigal |
Top Portfolio Managers of Kotak Portfolio Management Services
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Kotak Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Kotak Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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Kotak PMS - SEBI Details
SEBI Reg. No.
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Kotak Portfolio Management Services - Eligibility Criteria
Age
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Investment
Kotak Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Kotak PMS Backoffice or Dashboard Link
Web Platform
