Kotak Advisory Growth Strategy
Return (3Y)
16.8% p.a.
Fund Type
Advisory PMS
As on
March 2026
Benchmark
Nifty 500 TRI
Inception Date
March 2012
Min. Investment
₹50 Lakhs
AUM
₹3,800 Cr
Fund Manager
Harsha Upadhyaya
Chief Investment Officer – Equity, Kotak Mahindra AMC
22+ years in Indian equity research and fund management; CFA charterholder; IIM Lucknow
Harsha Upadhyaya is one of India's most respected equity CIOs, overseeing Kotak AMC's entire equity franchise including mutual funds, PMS, and AIF strategies. He manages the firm's institutional research output and investment committee decisions across ₹4.8 lakh crore of total assets under management.
Investment Approach vs Benchmark
The Advisory Growth Strategy provides Kotak's institutional-grade research as actionable recommendations to investors who retain full decision authority. Recommendations are multi-cap but quality-biased — focusing on businesses where Kotak's 280-professional research team has proprietary insights. Investors choose which recommendations to implement and at what portfolio weight.
Investment Philosophy
Research Advantage, Investor Autonomy
Kotak AMC's Advisory PMS model is premised on a clear insight: India's most sophisticated investors want access to institutional research quality without surrendering control of their portfolios. The advisory model democratises access to Kotak's 280-strong investment team while preserving the investor's final authority on every portfolio decision.
Institutional Research
Recommendations backed by Kotak's 280-professional research platform spanning equities, credit, and macro — the same team managing ₹4.8 lakh crore in institutional mandates.
Multi-Cap Flexibility
Coverage spans large, mid, and small caps — giving investors access to a broader opportunity set than any single-cap mandated strategy.
Risk Transparency
Every recommendation includes risk assessment: downside scenario, key risk factors, and recommended maximum portfolio weight.
Full Autonomy
Investor decides whether to implement each recommendation, at what size, and when to exit — full control with full institutional support.
Strategy Information
The investment committee meets weekly to formulate and review recommendations. Each idea comes with a target price, investment thesis, risk factors, and suggested portfolio weight. A dedicated client advisory team helps investors construct their portfolios from the recommendation set based on individual risk preferences.
Portfolio Size
20–30 stocks (at investor's discretion)
Market Cap Focus
Multi-cap (Large ~40%, Mid ~35%, Small ~25%)
Recommendation Frequency
6–10 ideas per month
Review Frequency
Quarterly portfolio review meeting
Coverage Universe
300+ Indian listed companies
Research Depth
Primary research + channel checks per idea
Fund Details
SEBI PMS Registration
INP000000258
Strategy Classification
Advisory – Equity Multi-Cap
Holdings Range
20–30 stocks
Advisory Fee
1.5% p.a. on AUM
Performance Fee
Nil
Exit Load
Nil
Custodian
Investor's own demat account (Kotak Securities)
Tax Treatment
Investor's own account — standard equity tax rates apply
Reporting
Monthly snapshot + real-time advisory app access
Interested in this fund?
Speak with our institutional advisory team for eligibility, documentation, and onboarding.