Lakshmi Iyer
CEO – Investment & Strategy, Kotak Investment Advisors Ltd

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
Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
Kotak AMC Fintech 29 Mar 20181832.07%12.58%17.89%16.36%-15.26%
Kotak AMC India Focus- Series 2 19 Sep 201744236.15%14.95%28.05%18.89%-10.74%
Kotak AMC India Focus- Series 1 31 Jul 201232334.75%14.85%26.38%15.92%16.90%14.73%
Kotak AMC Pharma Fund 20 Sep 20162742.95%14.78%16.76%20.25%-13.39%
Kotak AMC Small & Midcap 30 Apr 20125243.64%18.10%30.19%21.07%22.14%18.52%

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