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Kotak Pioneer Model Strategy Investment Approach Aggressive

Kotak Pioneer Model Strategy Investment Approach Aggressive is a Multi_asset Portfolio Management Service launched by Kotak Mahindra Asset Management Company Ltd on June 2022. Managed by Mr. Brijesh Jaysinh Ved, the fund holds ₹64 Cr in AUM and benchmarks against NSE Multi Asset Index 1. Minimum investment is ₹5000000 lakh. Trailing returns: 11.31% (1Y), 15.54% CAGR (3Y), 15.24% since inception. Performance data as of July 2026.

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Kotak Pioneer Model Strategy Investment Approach Aggressive

Kotak Mahindra Asset Management Company Ltd

64.25 CR AUM

Kotak Pioneer Model Strategy Investment Approach Aggressive

Kotak Pioneer Model Strategy Investment Approach Aggressive

Kotak Mahindra Asset Management Company Ltd

64.25 CR AUM

NSE Multi Asset Index 1
Benchmark
4yr 0mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 1
Benchmark
4yr 0mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
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.
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.
1OF2

What is this fund's investment objective?

The main objective of the Investment approach is to generate capital appreciation in the long term through investments primarily in Equity Oriented Mutual Fund Schemes registered with SEBI.

How has Kotak Pioneer Model Strategy Investment Approach Aggressive performed?

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Wealth Creation Calculator

1M IA return
0.62%
1M benchmark return
1.49%
Alpha
-0.87%
1M Wealth multiple
1.01x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
0.62%
1M benchmark return
1.49%
Alpha
-0.87%
1M Wealth multiple
1.01x

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