Kotak Mahindra
India Focus Portfolio Investment Approach
Kotak Mahindra's India Focus Portfolio Investment Approach is a Flexicap Portfolio Management Services (PMS) strategy managed by Brijesh Jaysinh Ved, operational since Jul 2012. Benchmark: Nifty 50 TRI.
AUM
₹841 Cr
Min investment
₹50 L
Inception
Jul 2012
Fund manager
Brijesh Jaysinh Ved
The main objective of the Investment approach is to generate capital appreciation through investments in equities with a medium to long-term perspective. The investment approach is focused on analyzing & identifying companies on bottom up basis, that is sector and market cap agnostic which allows for strategic shifts between market capitalization basis available opportunities. Portfolio would be diversified, with a mix of small, medium and large cap companies.
6M
+0.8%
1Y
+4.6%
5Y
+15.0%
Since inception
+15.0%
6M
+8.9%
1Y
+10.0%
5Y
+5.0%
Since inception
—
6M
-8.1%
1Y
-5.4%
5Y
+10.0%
Since inception
+12.7%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
Hypothetical growth based on TWRR from inception (Jul 2012)
Hypothetical illustration based on published TWRR over 14.1 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
23 stocks
How many stocks the manager holds. Fewer stocks means higher conviction per position — each holding has a larger impact on overall returns, amplifying both gains and losses.
76%
Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.
Risk metrics — coming soon
Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.