Kotak India Advantage Fund funds
Kotak India Advantage Fund has 2 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2018 to 2026. The newest is Kotak India Advantage Fund -III, first filed Feb 8, 2023. Advisers of record on Form ADV Schedule D include Kotak Mahindra (International) Limited, Kotak Mahindra Asset Management (Singapore) Pte. LTD..
- Vehicles
- 2
- Numbered generations
- 2
- First filing
- 2018
- Latest filing
- Feb 13, 2026
Adviser of record (Form ADV Schedule D) Kotak Mahindra (International) Limited (CRD 163799), Kotak Mahindra Asset Management (Singapore) Pte. LTD. (CRD 286032)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund III
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Kotak India Advantage Fund -IIICIK 1736270 | No change on the last amendment | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund I
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Kotak India Advantage Fund -ICIK 1783645 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Kotak India Advantage Fund funds
- How many Kotak India Advantage Fund funds are there?
- The SEC Form D record shows 2 vehicles in 2 numbered generations, the earliest filed Apr 11, 2018 and the latest filing on Feb 13, 2026. By generation: Fund III (Kotak India Advantage Fund -III, first filed Feb 8, 2023); Fund I (Kotak India Advantage Fund -I, first filed Jul 26, 2019).
- What is the latest Kotak India Advantage Fund fund?
- Kotak India Advantage Fund -III, which first filed a Form D on Feb 8, 2023 and last amended it on Feb 13, 2026. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Kotak India Advantage Fund funds?
- Kotak Mahindra (International) Limited (ERA, CRD 163799); Kotak Mahindra Asset Management (Singapore) Pte. LTD. (RIA, CRD 286032), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the Kotak India Advantage Fund funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.