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 FintechFintechMr. Anshul Saigal29 Mar 20187-5.5%-6.7%-10.9%13.0%37.4%14.1%--13.7%
Kotak AMC Special Situation Value IISpecial Situation Value IIAnshul Saigal19 Sep 2017550-1.8%0.1%-0.3%31.4%51.3%19.0%--8.4%
Kotak AMC Special Situations Value ISpecial Situations Value IAnshul Saigal31 Jul 2012547-1.6%0.6%0.3%29.5%48.4%14.4%5.2%-14.4%
Kotak AMC Pharma FundPharma FundAnshul Saigal20 Sep 201628-1.0%0.5%-2.7%6.0%26.4%22.9%14.0%-12.4%
Kotak AMC Small & MidcapSmall & MidcapAnshul Saigal30 Apr 2012301.2%-1.6%1.1%35.3%60.5%21.6%11.1%-17.9%

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