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Kotak Evolv Plus Asset Allocation Investment Approach

Kotak Mahindra Asset Management Company Ltd

1,124.41 CR AUM

Kotak Evolv Plus Asset Allocation Investment Approach

Kotak Evolv Plus Asset Allocation Investment Approach

Kotak Mahindra Asset Management Company Ltd

1,124.41 CR AUM

NSE Multi Asset Index 1
Benchmark
2yr 9mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 1
Benchmark
2yr 9mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

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.

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.
Fund manager

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.

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.
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 investments in investment opportunities across Equity, Fixed Income, Alternate and other asset classes to achieve desired asset allocation for the portfolio. The Fund Manager along with the investor shall decide the desired asset allocation and other constraints for his investment. However, the decisions relating to security selection, allocation and execution shall be taken by the fund manager.

Investment Approach v/s Benchmark Metrics

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1M IA return
-5.48%
1M benchmark return
-5.90%
Alpha
0.42%
1M Wealth multiple
0.95x

Investment Approach v/s Benchmark Performance

2026
2026
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Unlock all metrics

Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-5.48%
1M benchmark return
-5.90%
Alpha
0.42%
1M Wealth multiple
0.95x

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