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Kotak Mahindra Pension Fund
Kotak Mahindra Pension Fund Ltd. was established in 2009 as part of the Kotak Mahindra Group founded by Uday Kotak. It operates under the National Pension...
Kotak Mahindra Pension Fund
Kotak Mahindra Pension Fund Ltd. was established in 2009 as part of the Kotak Mahindra Group founded by Uday Kotak. It operates under the National Pension System regulated by the Pension Fund Regulatory and Development Authority. The firm deploys capital into equities, corporate bonds, government securities and listed REITs and InvITs. Confirmed positions include Embassy Office Parks REIT valued at 196 million USD, Mindspace Business Parks REIT at 147 million USD and Nexus Select Trust at 114 million USD. All holdings are domiciled in India with exposure concentrated in commercial real estate and infrastructure. Assets under management stand at 1084 million USD. The firm maintains relationships with Deutsche Bank as custodian and Axis Bank as trustee bank. In April 2024 a representative spoke at the 59th Annual Convocation of IIM Calcutta on corporate finance topics. The pension fund sits within the Kotak Mahindra Group structure and is sponsored by Kotak Mahindra Bank Limited and Kotak Mahindra Asset Management Company Limited. Governance flows through PFRDA rules that separate scheme assets from the sponsor entities.
General information
Firm type
Pension Fund
Year founded
2009
Location
Region
Asia
Country
India
City
Mumbai
Corporate office
27BKC, C-27, G BLOCK BANDRA KURLA COMPLEX, BANDRA (E) MUMBAI, Maharashtra 400051, IN
Sector focus
Frequently asked questions
Who sponsors Kotak Mahindra Pension Fund?
Kotak Mahindra Bank Limited and Kotak Mahindra Asset Management Company Limited act as sponsors.
Which asset classes does the fund hold?
The fund holds equities, corporate bonds, government securities, REITs and InvITs.
What are the largest disclosed holdings?
Largest disclosed holdings include Embassy Office Parks REIT, Mindspace Business Parks REIT and Nexus Select Trust.
Under which regulator does the firm operate?
The firm operates under the Pension Fund Regulatory and Development Authority.
Where are the underlying assets located?
All disclosed assets are located in India.
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