Kotak Mahindra Mutual Fund - Fund Manager
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 | 53783.1 |
Kotak Equity Opportunities (G) | Equity: Large & Mid Cap | 25074.7 |
Kotak ELSS Tax Saver Fund (G) | Equity: ELSS | 6334.74 |
Kotak Manufacture in India Fund (G) | Equity: Sectoral : Thematic | 2500.65 |
Kotak Quant Fund - Regular (G) | Equity: Sectoral : Thematic | 892.43 |
Kotak Quant Fund - Regular (IDCW) | Equity: Sectoral : Thematic | 892.43 |
Kotak Manufacture in India Fund (IDCW) | Equity: Sectoral : Thematic | 2500.65 |
Kotak Flexi Cap Fund (IDCW) | Equity: Flexi Cap | 53783.1 |
Kotak Equity Opportunities (IDCW) | Equity: Large & Mid Cap | 25074.7 |
Kotak ELSS Tax Saver Fund (IDCW) | Equity: ELSS | 6334.74 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| HDFC Bank Ltd | 4.92% |
| ICICI Bank Ltd | 4.68% |
| Bharat Electronics Ltd | 4.57% |
| State Bank of India | 3.73% |
| Larsen & Toubro Ltd | 3.58% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Kotak Flexi Cap Fund (G) | 2.65% | 6.87% | 15.43% | 32.91% | 15.71% | 19.5% | 15.08% |
| Kotak Equity Opportunities (G) | 3.88% | 7.65% | 19.24% | 38.98% | 20.38% | 24.64% | 19.3% |
| Kotak ELSS Tax Saver Fund (G) | 3.25% | 6.83% | 15.99% | 35.44% | 18.77% | 23.16% | 14.03% |
| Kotak Manufacture in India Fund (G) | 1.17% | 15.79% | 21.88% | 45.01% | N/A | N/A | 29.73% |
| Kotak Quant Fund - Regular (G) | 0.85% | 14.7% | 14.23% | 55.89% | N/A | N/A | 52.68% |
| Kotak Quant Fund - Regular (IDCW) | 0.85% | 14.7% | 14.23% | 55.89% | N/A | N/A | 52.68% |
| Kotak Manufacture in India Fund (IDCW) | 1.17% | 15.8% | 21.88% | 45.01% | N/A | N/A | 29.73% |
| Kotak Flexi Cap Fund (IDCW) | 2.65% | 6.87% | 15.43% | 32.91% | 15.71% | 19.34% | 14.89% |
| Kotak Equity Opportunities (IDCW) | 3.88% | 7.65% | 19.24% | 38.99% | 20.38% | 24.52% | 19.19% |
| Kotak ELSS Tax Saver Fund (IDCW) | 3.25% | 6.83% | 16% | 35.43% | 18.77% | 22.99% | 14% |
Fund Performance
Sector Weights
Aum Movement
Fund Manager History
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