The main objective is to generate capital appreciation through investments in equities with a medium to long-term perspective.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Kotak Mahindra Asset Management Company Ltd Fintech | 5.15% | 24.61% | 10.44% | 9.96% | 9.47% | 15.20% | 13.99% | - | 13.68% |
| Nifty 50 TRI | -0.28% | 6.33% | 2.92% | 11.88% | 10.97% | 14.31% | 14.67% | - | 14.37% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| IT - SOFTWARE | 8.77 |
| IT - SERVICES | 4.66 |
| BANKS | 7.12 |
| IT - SOFTWARE | 4.20 |
| BANKS | 2.74 |
| FINANCE | 1.85 |
| IT - SERVICES | 2.01 |
| IT - SERVICES | 2.06 |
| TRANSPORT SERVICES | 2.15 |
| BANKS | 3.19 |
| AUTO COMPONENTS | 2.01 |
| LEISURE SERVICES | 3.07 |
| AEROSPACE & DEFENSE | 2.75 |
| IT - SOFTWARE | 3.46 |
| RETAILING | 1.92 |
| IT - SOFTWARE | 7.33 |
| IT - SOFTWARE | 8.42 |
| RETAILING | 3.37 |
| INSURANCE | 3.80 |
| FINANCE | 3.62 |
| INSURANCE | 2.81 |
| IT - SOFTWARE | 2.61 |
| IT - SOFTWARE | 4.79 |
| FINANCE | 5.27 |
| FINANCE | 2.02 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 74.67 |
| Mid Cap | 11.55 |
| Small Cap | 0.00 |
| Cash | 13.78 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
