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 ELSS Tax Saver Fund - Direct (G) | Equity: ELSS | 6449.48 |
Kotak ELSS Tax Saver Fund (G) | Equity: ELSS | 6449.48 |
Kotak Energy Opportunities Fund - Direct (G) | Equity: Sectoral : Thematic | 241.84 |
Kotak Energy Opportunities Fund - Regular (G) | Equity: Sectoral : Thematic | 241.84 |
Kotak Flexi Cap Fund - Direct (G) | Equity: Flexi Cap | 56039.86 |
Kotak Flexi Cap Fund (G) | Equity: Flexi Cap | 56039.86 |
Kotak Large & Midcap Fund - Direct (G) | Equity: Large & Mid Cap | 29515.91 |
Kotak Large & Midcap Fund (G) | Equity: Large & Mid Cap | 29515.91 |
Kotak Manufacture in India Fund - Direct (G) | Equity: Sectoral : Thematic | 2608.69 |
Kotak Manufacture in India Fund (G) | Equity: Sectoral : Thematic | 2608.69 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| HDFC Bank Ltd | 6.73% |
| Bharat Electronics Ltd | 4.64% |
| ICICI Bank Ltd | 4.45% |
| State Bank of India | 3.98% |
| Eternal Ltd | 3.23% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Kotak ELSS Tax Saver Fund - Direct (G) | -0.26% | 0.83% | 0.85% | -1.94% | 15.5% | 18.78% | 15.86% |
| Kotak ELSS Tax Saver Fund (G) | -0.36% | 0.54% | 0.28% | -3.04% | 14.12% | 17.29% | 13.01% |
| Kotak Energy Opportunities Fund - Direct (G) | -3.31% | -1.65% | -3.24% | N/A | N/A | N/A | 0.95% |
| Kotak Energy Opportunities Fund - Regular (G) | -3.43% | -2.02% | -3.98% | N/A | N/A | N/A | -0.01% |
| Kotak Flexi Cap Fund - Direct (G) | -0.91% | 1.81% | 0.78% | 3.87% | 16.17% | 17.02% | 16.53% |
| Kotak Flexi Cap Fund (G) | -0.98% | 1.59% | 0.36% | 2.99% | 15.17% | 15.97% | 14.14% |
| Kotak Large & Midcap Fund - Direct (G) | -0.64% | 2.11% | 2.33% | 1.13% | 19.03% | 20.34% | 17.29% |
| Kotak Large & Midcap Fund (G) | -0.72% | 1.85% | 1.8% | 0.08% | 17.72% | 18.96% | 18.15% |
| Kotak Manufacture in India Fund - Direct (G) | -1.72% | 0.4% | 4.31% | 3.7% | 21.16% | N/A | 20.66% |
| Kotak Manufacture in India Fund (G) | -1.83% | 0.05% | 3.57% | 2.23% | 19.33% | N/A | 18.78% |
Fund Performance
No Data
Sector Weights
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Aum Movement
Fund Manager History
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