Kotak Mahindra AMC

PMS · AIF Cat II As on March 2026

"Decades of institutional trust — delivering multi-asset investment excellence across India's evolving market landscape."

payments AUM ₹4,80,000 Cr

calendar_today Founded 1998

folder_special Strategies 22

groups Total Clients 45,000+

update As On March 2026

About Kotak Mahindra AMC

Kotak Mahindra AMC is one of India's largest and most diversified asset management companies, managing over ₹4.8 lakh crore across mutual funds, PMS, and Alternative Investment Funds. Part of the Kotak Mahindra Group — one of India's premier financial conglomerates — the AMC brings institutional-grade investment processes across equity, fixed income, real estate, and alternative credit strategies.

The Advisory PMS platform serves sophisticated investors who seek the firm's institutional research and portfolio construction expertise while retaining complete discretion over their own capital. The AIF arm focuses on real estate private equity and structured credit, leveraging Kotak's deep origination network across India's property sector.

Key Attributes

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SEBI Registration INP000000258
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Headquarters 27BKC, 3rd Floor, Plot No. C-27, G Block, Bandra Kurla Complex, Bandra (East), Mumbai – 400051, Maharashtra
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Investment Team 280 Investment Professionals
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Investor Base Retail, HNIs & Institutional
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Products PMS – Advisory; AIF Category II
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Memberships AMFI & IVCA Member since 2001

Philosophy

Investment Approach

Conservative Growth, Institutional Discipline

Kotak AMC's philosophy centres on capital preservation first and growth second. The investment team prioritises risk-adjusted returns over absolute performance, deploying a multi-asset lens that identifies opportunities across equities, fixed income, and alternatives depending on the macro environment.

Risk-Adjusted Focus

Every investment evaluated on Sharpe ratio and maximum drawdown potential, not just IRR. Capital preservation is the first mandate.

Multi-Asset Capability

Research teams covering equities, credit, real estate, and macro ensure capital is allocated to the best risk-reward opportunity across asset classes.

Governance & Transparency

SEBI-compliant reporting, independent trustee oversight, and quarterly investor communications form the backbone of the firm's governance framework.

Connect with Kotak AMC

languageOfficial Website workLinkedIn alternate_emailTwitter / X verified_userSEBI: INP000000258

Funds Offered

View All Funds arrow_forward

PMS · Advisory arrow_outward

Kotak Advisory Growth Strategy

Returns 16.8% p.a. (3Y)

AUM ₹3,800 Cr

Tenure Open-ended

AIF Cat II · Real Estate arrow_outward

Kotak Real Estate Fund XII

Returns 16.8% IRR

AUM ₹3,200 Cr

Tenure 6 Years

Institutional Enquiries

Invest with Kotak AMC

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