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KOTAK AMC PMS
PMS Tracker: Quant, fintech strategies lead December gains of up to 8%; Kotak, Aequitas among top performersQuant, fintech and diversified PMS strategies topped December’s charts with gains of up to 8%, even as several small-cap and thematic portf...
PMS Tracker: Top 15 funds advance up to 14% in July; Maxiom, Kotak among biggest losersIn July 2025, 15 PMS strategies posted gains, led by InCred Asset Management’s Focused Healthcare Portfolio with 14.29%. Smallcap, thematic...
PMS Tracker: Top 15 funds gain up to 16.5% in May; Elever, Axis strategies lagPMS returns May 2025: At least 15 PMS strategies posted over 13% returns in May 2025, led by Money Grow Asset’s Small Midcap strategy. Smal...
Know Your Fund Manager | Devender Singhal, Executive Vice President & Fund Manager, Kotak Mutual FundDevender Singhal, a Fund Manager at Kotak Mutual Fund, recounts his professional trajectory starting from a campus placement in 2001. Resid...
Merisis Wealth appoints Shobit Gupta as head of fund managementMerisis Advisors is over a decade old boutique investment banking firm with a track record of $3 billion in total transaction value across ...
Samir Arora gets Sebi nod to start mutual fund business“I am very pleased to share that Sebi has granted Helios Capital in-principle approval to sponsor Helios Mutual Fund. We deeply respect thi...
Saurabh Mukherjea exits this underperforming HDFC Group stock“Owing to the reduction in our expected long-term earnings growth forecast for HDFC AMC, our position sizing framework has suggested an exi...
Machines beat men in PMS mart to deliver solid returns to rich investors in JulyWhile solid momentum in the domestic stocks gave a wow moment to the money managers for the wealthy across the board, the best performance ...
Only 50% of rich men’s wealth managers made money on D-Street in Nov rallyAs many as 14 schemes in the multicap space delivered over 1.50 per cent return to investors.
17% return in a month! PMSes make good money for the ultra-rich in SeptPMS run by Mumbai-based Basant Maheshwari delivered 15.67 per cent in September.
80% PMSes stumbled in June; midcap, smallcap schemes all bled; largecap ones better offHNIs investing in multicap schemes also met with dismal results.
PMS run by Porinju, Maheshwari & top fund houses all bled in SeptemberA PMS managed by Motial Oswal AMC slipped 12 per cent last month.
- Bullish on Sun Pharma, Dr Reddy's for the short-term: Shashank Khade, Kotak AMC
"Stocks like Sun Pharma could be an interesting one. Even if it has rallied and outperformed significantly."
- RIL looks investible right now, may regain some strength: Shashank Khade
"RIL after a long time has started to perform well be it refining margins or petrochemical margins," Khade said.
- Bullish on Texmaco Rail: Shashank Khade
My sense is that this year's railway budget could be realistic in terms of how the projects are outlaid.
- I would bet on a number of railway equipment companies: Shashank Khade
This time around my sense is that there would be a serious rail budget coming our way given the fact that the capex will be far more realis...
- A number of these stocks may be flat for the year: Shashank Khade
It is clear that at some point the pendulum will swing towards the capex and people may start betting on the other side of the economy.
- Commodity stocks are moving in line with the Chinese markets: Shashank Khade, Kotak AMC
There is a clear hope that Chinese markets will revive and the demand will pick up for metals.
- This is the first time where we have seen seven months of an up move: Shashank Khade
In fact most of the up moves were lasted between 2 to 3 months in the last three years and it was followed by a sharp correction.
- After months, investors are finally willing to invest in PSU stocks: Shashank Khade
It is not a question of how much money did they make but of whether people are willing to invest in these companies at all.