Kotak PMS
Kotak PMS runs 3 strategies on our shelf at Kotak — graded on the same seven pillars as every other manager we track.
About Kotak PMS
Kotak PMS manages 3 strategies at Kotak, spanning 3 PMS. Across the strategies PMS Sahi Hai tracks, Kotak oversees ₹38 Cr with an average Nyra Score of 8.2.
The tracked book spans 3 PMS strategies, and its strongest three-year run is +17.6% CAGR on Kotak - Pharma & Healthcare. PMS mandates here typically start at a ₹50 lakh minimum, held in your own demat account with a SEBI-registered manager.
Every strategy is graded on the same seven pillars — returns, risk, manager tenure, fees, concentration, transparency and AUM fit — so Kotak's record can be read side by side against any other manager on the platform.
Investment philosophy — a blend discipline
Across the 3 strategies PMS Sahi Hai tracks, Kotak's portfolios share a blend approach — here is the shape of it.
Blend at the core
Blends valuation discipline with growth conviction, leaning where the cycle pays.
High conviction
Focused books rather than a closet-index sprawl — the strongest ideas actually move the needle.
Through the cycle
A 14-year track record across rallies and drawdowns informs how positions are sized.
Risk-aware
Drawdowns are managed deliberately rather than chased — capital preservation comes first.
Strategies run by Kotak PMS
How Kotak's strategies have performed
Trailing returns — annualised (CAGR) beyond one year, net of fees.
| Strategy | 1Y | 3Y | 5Y | SI | Max DD | Nyra |
|---|---|---|---|---|---|---|
Kotak - Fintech Fund Sectoral · ₹25 Cr | +10% | +15.2% | +14% | +13.7% | — | 8.4 |
Kotak - Pharma & Healthcare Sectoral · ₹10 Cr | -8.5% | +17.6% | +12.3% | +12.2% | — | 8.2 |
Kotak - Small & Midcap Fund Equity: Mid & Small Cap · ₹3 Cr | -4.1% | +13.8% | +17.7% | +15.9% | — | 8.1 |
Returns up to 1 year are absolute; beyond 1 year are annualised (CAGR), net of fees, as of the latest available factsheet. Max DD = worst peak-to-trough drawdown. Past performance is not indicative of future returns.
A strong, consistent operator.
Kotak's tracked strategies average 8.2 on the Nyra scale across ₹38 Cr, primarily at Kotak. Read the pillar-by-pillar breakdown on each strategy before you commit, and talk to Nyra about where it fits your existing portfolio.
Kotak PMS — FAQ
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Ask Nyra about Kotak's strategies.
Biographical details are drawn from public sources; strategy returns come from the latest available factsheets and may carry different as-on dates. PMS & AIF investments are subject to market risks; past performance is not indicative of future returns. PMS Sahi Hai is an independent marketplace and is not affiliated with Kotak PMS or Kotak. This is not investment advice.