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Kotak Iconic Fund

Other Private FundFund ID 805-1535733392India
Gross assets
$276.9M
Min. investment
$106K
Beneficial owners
60
Size rank
Top 26%
Audited
Yes
Structure
Standalone

About this fund

Kotak Iconic Fund is a other private fund managed by Kotak Alternate Asset Managers Limited. The fund reports $276.9 million in gross assets, placing it among the top 26% of private funds by size. The stated minimum investment is $105,652. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-1535733392
Fund typeOther Private Fund — MULTI ASSET FUND INVESTING IN LISTED INDIAN EQUITY AND DEBT SECURITIES
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPNo
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Kotak Iconic Fund IIOther Private$149.2M
Kotak Iconic India Equity Feeder FundOther Private$10.8M
Kotak Optimus India Allocation Moderate SchemeOther Private$7.6M
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Frequently asked questions

How large is Kotak Iconic Fund?

Kotak Iconic Fund reports $276.9 million in gross assets, among the top 26% of private funds by size.

What is the minimum investment for Kotak Iconic Fund?

The stated minimum investment is $105,652.

Who manages Kotak Iconic Fund?

Kotak Iconic Fund is managed by Kotak Alternate Asset Managers Limited.

Does Kotak Iconic Fund disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported
Custodian
Administrator
Marketer

Reported gross assets

$276.9M▲ 2%
May '25 — $270.4MJun '25 — $336.3MJul '25 — $336.3MAug '25 — $336.3MSep '25 — $336.3MOct '25 — $336.3MNov '25 — $336.3MDec '25 — $336.3MJan '26 — $336.3MFeb '26 — $336.3MMar '26 — $336.3MApr '26 — $336.3MMay '26 — $336.3MJun '26 — $276.9M
May '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 26%
Larger than 74% of 67,041 private funds
Gross assets vs Other Private FundsTop 21%
Larger than 79% of 8,892 other private funds
Minimum investmentTop 71%
Higher than 29% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons9%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.