Kotak India Focus Portfolio - series I

EQUITY MULTI CAP

Aims for long term wealth creation by investing in special situation and value opportunities.

+15.74%

3Y annualised returns

+9.00%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

03 Jul '12

Total AUM

₹824.98Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity94.4%

Cash5.6%

Equity market cap split

Large Cap53.0%

Mid Cap28.5%

Small Cap12.9%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

2.00%

PMS management

PMS house

Kotak Mahindra Asset Management company Ltd

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