Harsha Upadhyaya

Fund manager at Kotak Mahindra Mutual Fund

Qualifications: B.Tech; PGDMLinkedIn profile of Harsha Upadhyaya (opens in a new tab)

Harsha Upadhyaya manages 7 mutual fund schemes at Kotak Mahindra Mutual Fund with combined assets of ₹1.01 lakh Cr. The largest are Kotak Flexicap Gr, Kotak Large & Midcap Gr and Kotak ELSS Tax Saver-Scheme Gr.

AUM of schemes managed
₹1.01 lakh Cr
Co-managed schemes count in full
Schemes
7
Fund house
Kotak Mahindra Mutual Fund
Largest category
Equity · 100%

Funds managed by Harsha Upadhyaya

Mutual fund schemes managed by Harsha Upadhyaya, with AUM, expense ratio and 1, 3 and 5 year returns
Kotak Flexicap GrFlexi Cap · Very High RiskAUM₹56,392 CrExpense1.48%1Y-5.85%3Y9.36%5Y8.25%
Kotak Large & Midcap GrLarge and Mid Cap Fund · Very High RiskAUM₹32,325 CrExpense1.64%1Y-3.96%3Y10.63%5Y10.70%
Kotak ELSS Tax Saver-Scheme GrELSS (Tax Savings) · Very High RiskAUM₹6,384 CrExpense1.91%1Y-3.53%3Y8.55%5Y9.15%
Kotak Manufacture in India Reg GrSectoral/ Thematic · Very High RiskAUM₹3,127 CrExpense2.06%1Y10.93%3Y17.41%5Y–
Kotak MNC Reg GrowthSectoral/ Thematic · Very High RiskAUM₹2,309 CrExpense2.24%1Y11.97%3Y–5Y–
Kotak Quant Reg GrowthSectoral/ Thematic · Very High RiskAUM₹497 CrExpense2.36%1Y-5.76%3Y11.35%5Y–
Kotak Energy Opportunities Reg GrowthSector - Energy · Very High RiskAUM₹275 CrExpense2.58%1Y-1.27%3Y–5Y–

These are each scheme's returns for the plan shown, not Harsha Upadhyaya's personal track record: a manager may not have run a scheme for the whole period. “–” means the scheme has no return for that period yet, usually because it is younger. AUM is each scheme's total, including assets run by its co-managers. Past returns do not guarantee future returns.

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Harsha Upadhyaya: frequently asked questions

Which mutual funds does Harsha Upadhyaya manage?

Harsha Upadhyaya manages 7 mutual fund schemes at Kotak Mahindra Mutual Fund. The largest by assets are Kotak Flexicap Gr (₹56,392 Cr), Kotak Large & Midcap Gr (₹32,325 Cr) and Kotak ELSS Tax Saver-Scheme Gr (₹6,384 Cr). The full list, with returns, expense ratio and risk level for each scheme, is on this page.

How much money does Harsha Upadhyaya manage?

The schemes Harsha Upadhyaya manages or co-manages hold ₹1.01 lakh Cr in total. A co-managed scheme counts in full for each of its managers, so this is the size of the schemes Harsha Upadhyaya is named on, not money managed alone.

Which fund house does Harsha Upadhyaya work for?

Harsha Upadhyaya is a fund manager at Kotak Mahindra Mutual Fund. Other fund managers at Kotak Mahindra Mutual Fund include Abhishek Bisen, Deepak Agrawal and Hiten Shah.

What are Harsha Upadhyaya's qualifications?

Harsha Upadhyaya's listed qualifications are B.Tech; PGDM.