Lakshmi Iyer
Head- Fixed income and Products, Kotak Mahindra AMC
Lakshmi Iyer heads the fixed income and products team at Kotak Mahindra AMC. She has been with the organisation since the last 20 years and is responsible for credit research, deal execution, managing fund performance across all debt funds and assisting sales in client interaction. In addition to that, she has been a portfolio specialist and managed product related initiatives such as product pricing and coordination with the funds management and sales team in that role. She holds an MBA degree in finance from NMIMS. She loves exploring new places for travelling, is a big food lover and is an ardent movie buff.
PMS Product Performance
| Company Name / Product Name |
Product Name | Fund Manager | Date of inception | AUM | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kotak AMC Fintech | Fintech | Mr. Anshul Saigal | 29 Mar 2018 | 7 | -5.5% | -6.7% | -10.9% | 13.0% | 37.4% | 14.1% | - | - | 13.7% |
| Kotak AMC Special Situation Value II | Special Situation Value II | Anshul Saigal | 19 Sep 2017 | 550 | -1.8% | 0.1% | -0.3% | 31.4% | 51.3% | 19.0% | - | - | 8.4% |
| Kotak AMC Special Situations Value I | Special Situations Value I | Anshul Saigal | 31 Jul 2012 | 547 | -1.6% | 0.6% | 0.3% | 29.5% | 48.4% | 14.4% | 5.2% | - | 14.4% |
| Kotak AMC Pharma Fund | Pharma Fund | Anshul Saigal | 20 Sep 2016 | 28 | -1.0% | 0.5% | -2.7% | 6.0% | 26.4% | 22.9% | 14.0% | - | 12.4% |
| Kotak AMC Small & Midcap | Small & Midcap | Anshul Saigal | 30 Apr 2012 | 30 | 1.2% | -1.6% | 1.1% | 35.3% | 60.5% | 21.6% | 11.1% | - | 17.9% |
Related Investments
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
