Know Your Fund Manager: Harsha Upadhyaya, CIO Equity, Kotak Mahindra AMC
Let's start with your personal story.
Born to a doctor father and homemaker mother, I was raised in Bengaluru. I moved to NITK, Surathkal to pursue engineering degree and later to IIM Lucknow for post-graduation in management. Also acquired CFA charter from CFA Institute, US while working. I am the first one to choose the field of finance even in the extended family tree.
How did you land up in this job?
I joined UTI after completing post-graduation and moved to the sell-side after a few years. The initial years were spent honing equity research skills. After almost a decade, I rejoined UTI AMC and successfully managed a few equity funds. I also managed funds at DSP Blackrock MF, before taking up the leadership role as Head- Equities at Kotak Mahindra Asset Management. I am currently working as President and Chief Investment Officer at Kotak, leading and overseeing the investment function for the AMC.
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Which funds are you currently managing?
Kotak Flexicap Fund – Rs 45,911 cr
Kotak Equity Opportunities Fund – Rs 19,861 cr
Kotak Multicap Fund – Rs 10,032 cr
Kotak ELSS Tax Saver Fund – Rs 5,294 cr
Kotak Manufacture in India Fund – Rs 1,812 cr
Kotak ESG Exclusionary Strategy Fund – Rs 984 cr
Kotak Quant Fund – Rs 618 cr
(Asset size as on 31 Mar 2024)
What is your investment philosophy and how will you describe your investment strategy?
My investment philosophy is centered around focusing on
