Expert-managed portfolios tailored to your financial goals.
The portfolio aims to identify mispriced opportunities in the BFSI and IT sectors, focusing on companies trading below their intrinsic value or poised for growth surprises. Investments are guided by an understanding of the reasons for valuation gaps and p
Brijesh Ved is the Head of Portfolio Management Services at Kotak Mahindra Asset Management, with over 23 years of exper... Brijesh Ved is the Head of Portfolio Management Services at Kotak Mahindra Asset Management, with over 23 years of experience in Indian equities. He specializes in long-term, high-conviction investment strategies across sectors, combining rigorous research with disciplined portfolio management to drive capital appreciation for clients. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 9.97% | 4.62% | 5.35% |
| 3 Months | 7.32% | 4.15% | 3.17% |
| 6 Months | 7.58% | 6.69% | 0.89% |
| 1 Year | -3.6% | 7.59% | -11.19% |
| 2 Year | 10.7% | 17.5% | -6.8% |
| 3 Year | 10.91% | 13.9% | -2.99% |
| 5 Year | 15.48% | 18.57% | -3.09% |
| Since Inception | 12.14% | 14.46% | -2.32% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.37% | -7.41% | 0.42% | -0.64% | 6.88% | 3.28% | -9.19% | -4.06% | 1.73% | 9.97% | -- | -- |
| Benchmark | -0.45% | -5.79% | 6.31% | 3.48% | 1.92% | 3.37% | -2.77% | -1.21% | 0.77% | 4.62% | -- | -- |
| Alpha | -1.92% | -1.62% | -5.89% | -4.12% | 4.96% | -0.09% | -6.42% | -2.85% | 0.96% | 5.35% | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -1.41% | -2.27% | 9.91% | 6.16% | 3.78% | -0.2% | -7.25% | 2.7% | -3.27% |
| Benchmark | -- | -- | -- | 1.24% | 0.03% | 6.77% | 4% | 1.36% | 2.28% | -6.12% | -0.26% | -2.02% |
| Alpha | -- | -- | -- | -2.65% | -2.3% | 3.14% | 2.16% | 2.42% | -2.48% | -1.13% | 2.96% | -1.25% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 21.8 | 20.3 | 20.5 | 20.4 | 21.3 | 21.6 | 19.7 | 19 | 19.4 | 20.9 | -- | -- |
| 2024 | -- | -- | -- | 19.2 | 19.3 | 19.4 | 20.9 | 21.9 | 22.3 | 20.8 | 21.7 | 21.7 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
