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Kotak Evolv Aggressive Asset Allocation Investment Approach
Kotak Mahindra Asset Management Company Ltd
112.38 CR AUM
Kotak Evolv Aggressive Asset Allocation Investment Approach
Kotak Mahindra Asset Management Company Ltd
112.38 CR AUM
NSE Multi Asset Index 1
Benchmark
3yr 4mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 1
Benchmark
3yr 4mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load

brijesh jaysinh ved
Fund Manager
MULTI_ASSETStrategies
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.

sanjay bhuwania
Fund Manager
MULTI_ASSETStrategies
Mr Sanjay Bhuwania, Co-Founder of Millennium Mams' is an All India Rank holder in Chartered Accountancy. He practiced from 1988 to 2005. He is currently working at Kotak Mahindra Bank Limited as Senior Executive Director, Regional Head, East, for its Wealth Management Division. He has over 30 years of experience in the field of investments, financial Planning and wealth management managing investments of about $2 billion dollars for clients across the country. The journey with Millennium Mams started when he was only 26 years old, and he believes that disciplined and properly researched equity investments can generate superior compounded inflation-adjusted returns without risk of capital erosion.
1OF2
Purpose
The main objective of the Investment approach is to primarily generate capital appreciation along with income such as interest, dividend etc. As may be applicable to each investment. Objective will be to achieve this in the long term through majority investments in investment opportunities that are equity oriented in nature. However, there may also be investments done across Fixed Income, Alternate and other asset classes to achieve desired asset allocation for the portfolio.
Investment Approach v/s Benchmark Metrics
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1M IA return
-10.82%
1M benchmark return
-5.90%
Alpha
-4.92%
1M Wealth multiple
0.89x
Investment Approach v/s Benchmark Performance
2026
2026
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Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-10.82%
1M benchmark return
-5.90%
Alpha
-4.92%
1M Wealth multiple
0.89x
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