Kotak Mahindra Mutual Fund - Fund Manager
Qualification: B.A., and MBA (Finance). Experience:Mr.Abhishek Bisen has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Abhishek was working with securities trading corporation of India ltd where he was looking at sales & trading of fixed income products apart from doing portfolio advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Kotak Active Momentum Fund - Direct (G) | Equity: Sectoral : Thematic | 1393.74 |
Kotak Active Momentum Fund - Regular (G) | Equity: Sectoral : Thematic | 1393.74 |
Kotak Aggressive Hybrid Fund - Direct (G) | Hybrid: Aggressive Hybrid | 8402 |
Kotak Aggressive Hybrid Fund (G) | Hybrid: Aggressive Hybrid | 8402 |
Kotak Balanced Advantage Fund - Direct (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 17874.24 |
Kotak Balanced Advantage Fund - Regular (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 17874.24 |
Kotak Banking & Financial Services Fund-Dir (G) | Equity: Sectoral : Thematic | 1322.9 |
Kotak Banking & Financial Services Fund-Reg (G) | Equity: Sectoral : Thematic | 1322.9 |
Kotak Bond - Short Term Fund - Direct (G) | Debt: Short Duration | 18310.36 |
Kotak Bond - Short Term Fund (G) | Debt: Short Duration | 18310.36 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Gold 1 Kg Fineness 0.995 | 3.64% |
| Kotak GOLD ETF | 3.59% |
| Reverse Repo / Treps / CCIL | 3.55% |
| GOLD 1 KG FINENESS 0.995 - GUJARAT | 3.20% |
| Ishares Nasdaq 100 UCITS ETF USD | 2.33% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Kotak Active Momentum Fund - Direct (G) | -0.5% | 1.65% | N/A | N/A | N/A | N/A | 2.44% |
| Kotak Active Momentum Fund - Regular (G) | -0.6% | 1.3% | N/A | N/A | N/A | N/A | 2% |
| Kotak Aggressive Hybrid Fund - Direct (G) | -1.51% | 0.27% | 2.07% | 1.26% | 15.52% | 17.39% | 13.63% |
| Kotak Aggressive Hybrid Fund (G) | -1.61% | -0.04% | 1.42% | -0.03% | 13.99% | 15.81% | 12.09% |
| Kotak Balanced Advantage Fund - Direct (G) | -0.06% | 1.96% | 1.91% | 4.14% | 12.67% | 12.02% | 11.82% |
| Kotak Balanced Advantage Fund - Regular (G) | -0.14% | 1.68% | 1.36% | 3.01% | 11.39% | 10.69% | 10.52% |
| Kotak Banking & Financial Services Fund-Dir (G) | 0.55% | 6.16% | 3.91% | 8.84% | N/A | N/A | 20.21% |
| Kotak Banking & Financial Services Fund-Reg (G) | 0.44% | 5.77% | 3.14% | 7.24% | N/A | N/A | 18.33% |
| Kotak Bond - Short Term Fund - Direct (G) | 0.23% | 1.63% | 2.55% | 8.05% | 7.98% | 6.38% | 8.05% |
| Kotak Bond - Short Term Fund (G) | 0.17% | 1.44% | 2.18% | 7.26% | 7.15% | 5.54% | 7.35% |
Fund Performance
Sector Weights
-
Aum Movement
Fund Manager History
Copyrights © 2023 All Rights Reserved by Finalyca.
