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PMS · Discretionary Kotak Mahindra Asset Management Company
Kotak Evolv Moderate Asset Allocation
A discretionary multi-asset PMS allocating across equity, debt and other asset classes at a moderate risk profile, rebalanced to a target allocation.
Return (3Y)
10.8% p.a.
Fund Type
Discretionary
AUM
₹51 Cr
as on 30 Jun 2026 · APMI
Benchmark
Not disclosed
Inception
Not disclosed
Min. Investment
₹50 Lakhs
SEBI Reg. No.
INP000000837
Standardized Performance
1 Month
0.69%
3 Months
7.69%
6 Months
0.89%
1 Year
4.46%
3 Years
10.82%
5 Years
—
Since Inception
9.87%
TWRR returns as on 30 Jun 2026 · Source: APMI
Fund Details
SEBI PMS Registration INP000000837
Strategy Type Multi Asset · Discretionary
Past performance is not indicative of future returns. Data sourced from SEBI / APMI / IFSCA / AMC disclosures. Returns are standardized TWRR where available. Last refreshed 24 Jul 2026.