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Kotak - India Focus Portfolio - Series I
Kotak - India Focus Portfolio - Series I

Kotak - India Focus Portfolio - Series I

  • Kotak Mahindra Asset Management Company Ltd
  • Multi Cap AND Flexi Cap
  • 16
    Out of 129*
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Portfolio age13 years, 8 months
5.67%
-0.51%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 28/02/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (4.5%)
Allocation by Market Cap
Small Cap (13.63%)
Mid Cap (29.04%)
Large Cap (52.83%)
Sector Holdings
  • Finance16.08%
  • Banks12.18%
  • Healthcare Services6.76%
  • Industrial Products6.04%
  • Electrical Equipment.5.99%
Stock Holdings
  • Shriram Finance Ltd13%
  • HDFC Bank Ltd.7.25%
  • Fortis Healthcare Ltd6.76%
  • State Bank of India Ltd6.25%
  • KEI Industries Ltd6.04%

bt_logoPORTFOLIO MANAGERS

Brijesh Ved
  • Manager Rank40 Out of 175
    i
    Rank is based on 3-year return
  • Schemes Managed4
  • Total AUMUndisclosed
  • Highest Return In 1 Yr36.18%
Profile

Over 23 years of professional work experience, of which he has spent 20 years in Asset Management Industry in India. At presently he works with Kotak AMC, as Head of Discretionary PMS. He comes with strong funds management & equity research background. He has spent two stints at Enam Asset Management (AMC) between 2004 to 2015 and 2021 to 2024. Before Enam AMC, he was with BNP Paribas Asset Management as Head of Equities- Offshore Advisory & PMS between 2015 to 2021. He holds an MBA in Finance from Monash Mt. Eliza Business School, Australia and a Bachelor of Commerce from the University of Mumbai.

Other Schemes
  • table
  • Grid
Compare
Kotak - India Focus Portfolio - Series I
AUM (₹ Cr)
₹803.21 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
13 Out of 263
Fixed Fee
2.50%
Scheme Return
5.67%
Benchmark Return
-0.51%
Kotak Pioneer Model Strategy Aggressive
AUM (₹ Cr)
₹66.26 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
15 Out of 35
Fixed Fee
2.00%
Scheme Return
0.67%
Benchmark Return
0.58%
Kotak Pioneer Model Strategy Moderate
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
18 Out of 35
Fixed Fee
2.00%
Scheme Return
0.61%
Benchmark Return
0.58%
Kotak Pioneer Model Strategy Conservative
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
28 Out of 35
Fixed Fee
2.00%
Scheme Return
-0.62%
Benchmark Return
0.58%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
803.21
(As on Feb, 2026)
Inception Date
Jul 31, 2012
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10.00%
Profit Sharing
20% Profit sharing over the hurdle rate
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bt_logoINVESTMENT PHILOSOPHY

Objective

The main objective of the Investment approach is to generate capital appreciation through investments in equities with a medium to longterm perspective.

Investment Approach

The portfolio shall essentially target to invest in Value Opportunities and Special Situations in individual stocks and related instruments. Value Opportunities are ones, where in the opinion of the fund manager, the company’s Intrinsic Value is ‘X’, while the stock is trading at a discount to X.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Kotak - India Focus Portfolio - Series I
AUM (₹ Cr)
₹803.21 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
13 Out of 263
Fixed Fee
2.50%
Scheme Return
5.67%
Benchmark Return
-0.51%
Equity Multi Cap
AUM (₹ Cr)
₹173.39 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 263
Fixed Fee
No Option
Scheme Return
11.21%
Benchmark Return
0.45%
Purnartha - Pratham Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 263
Fixed Fee
No Option
Scheme Return
9.64%
Benchmark Return
0.45%
Purnartha - Vision Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 263
Fixed Fee
No Option
Scheme Return
8.74%
Benchmark Return
0.45%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹71.25 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 263
Fixed Fee
2.50%
Scheme Return
8.35%
Benchmark Return
0.45%
Emkay - ENVI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 263
Fixed Fee
2.50%
Scheme Return
7.66%
Benchmark Return
0.45%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Kotak Mahindra Asset Management Company Ltd
Kotak Mahindra Asset Management Company Ltd manages assets worth Rs 51635.54 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 3 Multi Asset schemes.

AUM (₹ cr)

51,635.54 (As on Feb, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Kotak - India Focus Portfolio - Series I
AUM (₹ Cr)
₹803.21 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
13 Out of 263
Fixed Fee
2.50%
Scheme Return
5.67%
Benchmark Return
-0.51%
Kotak Pioneer Model Strategy Aggressive
AUM (₹ Cr)
₹66.26 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
15 Out of 35
Fixed Fee
2.00%
Scheme Return
0.67%
Benchmark Return
0.58%
Kotak Pioneer Model Strategy Moderate
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
18 Out of 35
Fixed Fee
2.00%
Scheme Return
0.61%
Benchmark Return
0.58%
Kotak Pioneer Model Strategy Conservative
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
28 Out of 35
Fixed Fee
2.00%
Scheme Return
-0.62%
Benchmark Return
0.58%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Kotak - India Focus Portfolio - Series I?
The hurdle rate of Kotak - India Focus Portfolio - Series I is 10.00%.
What is the fixed fee charged in Kotak - India Focus Portfolio - Series I ?
The fixed fee charged in Kotak - India Focus Portfolio - Series I is 2.50%.
What is the variable fee charged in Kotak - India Focus Portfolio - Series I ?
The variable fee charged in Kotak - India Focus Portfolio - Series I is 1.50%.
What is the profit sharing in Kotak - India Focus Portfolio - Series I ?
The profit sharing in Kotak - India Focus Portfolio - Series I is 20% Profit sharing over the hurdle rate.
What is the minimum investment in Kotak - India Focus Portfolio - Series I ?
The minimum investment in Kotak - India Focus Portfolio - Series I is ₹50 Lacs
What type of scheme is Kotak - India Focus Portfolio - Series I?
Kotak - India Focus Portfolio - Series I is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Kotak - India Focus Portfolio - Series I?
The inception date of Kotak - India Focus Portfolio - Series I is Jul 31, 2012.
What is the exit load of Kotak - India Focus Portfolio - Series I?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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