Lakshmi Iyer
CEO – Investment & Strategy, Kotak Investment Advisors Ltd
Lakshmi Iyer heads the fixed income and products team at Kotak Mahindra AMC. She has been with the organisation since the last 20 years and is responsible for credit research, deal execution, managing fund performance across all debt funds and assisting sales in client interaction. In addition to that, she has been a portfolio specialist and managed product related initiatives such as product pricing and coordination with the funds management and sales team in that role. She holds an MBA degree in finance from NMIMS. She loves exploring new places for travelling, is a big food lover and is an ardent movie buff.
PMS Product Performance
| Company Name / Product Name |
Date of inception | AUM | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|
| Kotak AMC India Focus- Series 2 | 19 Sep 2017 | 473.88 | 31.97% | 28.43% | 18.68% | 23.60% | - | 12.90% |
| Kotak AMC Fintech | 29 Mar 2018 | 20.81 | 21.38% | 18.33% | 11.80% | 16.96% | - | 15.00% |
| Kotak AMC Pharma Fund | 20 Sep 2016 | 26.21 | 34.55% | 28.86% | 16.79% | 24.58% | - | 14.89% |
| Kotak AMC India Focus- Series 1 | 31 Jul 2012 | 328.7 | 31.50% | 27.35% | 19.28% | 21.41% | 12.15% | 15.72% |
| Kotak AMC Small & Midcap | 30 Apr 2012 | 56.87 | 26.10% | 23.17% | 16.00% | 25.79% | 15.59% | 17.96% |
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