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Kotak Pioneer Model Strategy Investment Approach Moderate
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | NSE Multi Asset Index 1 | Difference |
|---|---|---|---|
| 1 Month | −5.2% | −2.6% | −2.5% |
| 3 Months | −1.4% | −0.8% | −0.7% |
| 6 Months | +8.4% | +6.5% |
| +1.9% |
| 1 Year | +8.3% | +3.1% | +5.2% |
|---|
| 2 Years | +5.7% | +2.9% | +2.9% |
|---|
| 3 Years (CAGR) | +13.5% | +9.8% | +3.6% |
|---|
| 4 Years (CAGR) | +13.9% | +10.1% | +3.8% |
|---|
| 5 Years (CAGR) | 0.0% | +8.8% | −8.8% |
|---|
| Since launch | +13.9% | +10.1% | +3.8% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 42-month window · Source: Computed from NAV history
Maximum drawdown: 12.4%
Kotak Mahindra AMC’s story and investment philosophy are on the Kotak Mahindra AMC firm page.
Brijesh Ved
Principal Officer & Head – PMS (Executive Vice President)
Brijesh Ved is the Principal Officer and Head of Portfolio Management Services at Kotak Mahindra Asset Management Company Ltd. He has over 23 years of professional work experience, of which 20 years have been in the Asset Management industry in India. He specialises in long-term, high-conviction equity investment strategies across sectors, combining rigorous research with disciplined portfolio management to drive capital appreciation for clients. He has spent two stints at Enam Asset Management (AMC) – between 2004 to 2015 and again from 2021 to 2024. Between these stints, he was with BNP Paribas Asset Management as Head of Equities – Offshore Advisory & PMS from 2015 to 2021. He holds an MBA in Finance from Monash Mt. Eliza Business School, Australia and a B.Com from the University of Mumbai.
Registration No
INP000000837
Inflow
₹32.37 Cr
Outflow
₹0.00 Cr
Net
₹32.37 Cr
Not reported — complaint data for this strategy isn't available yet.
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