back button

Kotak Mahindra Mutual Fund - Fund Manager

Harsha Upadhyaya

Harsha Upadhyaya

Qualification: (B.E,Mechancial from Rec, suratkal. PGDM form IIM from Lucknow. CFA institute, USA. . Experience:Harsha began his career with Essar steel as an engineer and moved on to pursue higher studies. After completion of PGDM, he joined uti in 1996 and worked as an equity analyst tracking various sectors for over three years. Before his second stint with UTI Mutual Fund starting april 2006, harsha gained considerable experience on indian equity markets working as research analyst in local and foreign broking houses; he has also gained valuable experience in the areas of business analysis and finance working at Reliance Industries and Reliance energy.

Fund Name
Classification
Fund AUM (Cr.)
Kotak Flexi Cap Fund (G)
Equity: Flexi Cap
44559.64
Kotak Equity Opportunities (G)
Equity: Large & Mid Cap
17782.63
Kotak ELSS Tax Saver Fund (G)
Equity: ELSS
4691.21
Kotak Pioneer Fund - Regular (G)
Equity: Sectoral : Thematic
2084.53
Kotak Balanced Advantage Fund - Regular (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
15615.06
Kotak Bluechip Fund (G)
Equity: Large Cap
7333.93
Kotak ESG Exclusionary Strategy Fund (G)
Equity: Sectoral : Thematic
1014.91
Kotak Manufacture in India Fund (G)
Equity: Sectoral : Thematic
1580.66
Kotak Multicap Fund (G)
Equity: Multi Cap
8086.7
Kotak Quant Fund - Regular (G)
Equity: Sectoral : Thematic
358.92
Top Holdings - ConsoloidatedWts(%)
HDFC Bank Ltd5.12%
ICICI Bank Ltd4.86%
Maruti Suzuki India Ltd3.66%
Larsen & Toubro Ltd3.48%
Axis Bank Ltd3.43%
Fund Name1M3M6M1Y3Y5YSince Inception
Kotak Flexi Cap Fund (G)
0.61%
8.37%
12.81%
22.89%
15.78%
15.22%
14.23%
Kotak Equity Opportunities (G)
1.26%
7.93%
14.41%
29.03%
20.05%
18.8%
18.5%
Kotak ELSS Tax Saver Fund (G)
0.23%
6.16%
11.47%
23.02%
19.02%
17.71%
13.13%
Kotak Pioneer Fund - Regular (G)
2.55%
11.97%
15.69%
37.77%
18.6%
N/A
22.75%
Kotak Balanced Advantage Fund - Regular (G)
0.56%
5.32%
7.02%
15.41%
10.22%
11.58%
10.6%
Kotak Bluechip Fund (G)
0.55%
8.9%
11.21%
22.18%
15.38%
16.24%
16.58%
Kotak ESG Exclusionary Strategy Fund (G)
0.37%
8.46%
12.74%
20.05%
12.4%
N/A
12.8%
Kotak Manufacture in India Fund (G)
2.57%
8.95%
15.62%
30.38%
N/A
N/A
21.71%
Kotak Multicap Fund (G)
3.26%
14.35%
25.42%
43.01%
N/A
N/A
19.91%
Kotak Quant Fund - Regular (G)
4.08%
21.07%
N/A
N/A
N/A
N/A
26.59%
Fund Performance