Fundalysisby DARKHORSESTOCKS

Fund house

Kotak

Its schemes hold 625 companies worth ₹3,71,600 Cr in Sept 2026.

  • AUM

    ₹6,13,645 CrKotak's AUM averaged over Sept 2026, as AMFI reports it. Down 0.8% on Aug 2026, ₹6,18,721 Cr.

  • Largest holding

    ICICI BankICICI Bank is 2.0% of Kotak's AUM.

  • Largest sector

    BanksCompanies in Banks make up 10.5% of Kotak's AUM.

  • Top 10 holdings

    13.4% of AUMThe 10 largest holdings together make up 13.4% of Kotak's AUM.

Fund managers(Sept 2026)

Every fund manager with its figures in Sept 2026. Click a column's header to sort by it.
Abhishek Bisen
Head - Fixed Income, Debt Fund Manager and Dealer
MBA
85–1,85,654+7.5%23 yearsApr '08
Deepak Agrawal
CIO - Debt & Head – Products
CS
18–1,57,165+7.1%23 yearsMay '08
Hiten Shah
Equity Fund Manager and Dealer
MMS B.Com
4–1,19,060+10.6%18 yearsOct '19
Harsha Upadhyaya
CIO - Equity and Debt
CFA PGDM B.E.
6–98,853+13.9%30 yearsAug '12
Atul Bhole
Equity Fund Manager
CA MMS B.Com
2–79,232+11.3%20 yearsJan '24
Devender Singhal
Equity Fund Manager
PGDM
10–63,802+11.8%25 yearsMay '19
Manu Sharma
Debt - Fund Manager and Dealer
CA M.Com
11–61,772+7.3%17 yearsNov '22
Sunil Pandey
Debt – Fund Manager & Dealer
2–58,929+5.9%20 yearsJun '25
Jeetu Valechha Sonar
Equity Fund Manager and Dealer
46152,738+25.9%11 yearsMar '18
Rohit Tandon
Equity Fund Manager
PGDM B.E.
7–30,086+5.7%20 yearsJan '24
Harish Bihani
Equity Fund Manager
MBA
3–23,263+14.9%19 yearsOct '23
Satish Dondapati
Fund Manager and Dealer
MBA
44–21,320+3.3%22 yearsMay '19
Dharmesh Thakar
Debt – Fund Manager & Dealer
2–17,439+5.7%18 yearsJun '25
Shibani Kurian
Sr, EVP, Senior Fun d Manager & Head – Equity Research
PGDM
6–14,619+14.9%26 yearsMay '19
Arjun Khanna
Fund Manager
MMS B.E.
6–6,535+14.2%19 yearsMar '06
Jeetu Valecha
1–3,921−26.3%–Dec '22
Dhananjay Tikariha
Equity Fund Manager
PGDM M.Tech B.Tech
2–3,127+16.3%18 yearsDec '23
Nalin Rasik
Equity Fund Manager
CA B.Com
2–2,957+12.4%21 yearsOct '23
Vihag Mishra
Debt - Fund Manager
MBA
2–2,704+6.6%15 yearsJun '25
Mandar Pawar
Equity Fund Manager
B.Com
2–983+3.2%21 yearsJan '24

AUM by lead manager(Sept 2026)

  1. Deepak Agrawal25%₹1,57,165 Cr
  2. Abhishek Bisen16%₹98,461 Cr
  3. Harsha Upadhyaya15%₹95,170 Cr
  4. Hiten Shah12%₹75,842 Cr
  5. Atul Bhole11%₹69,941 Cr
  6. Devender Singhal9%₹53,236 Cr
  7. Harish Bihani3%₹19,740 Cr
  8. Satish Dondapati3%₹18,901 Cr
  9. Rohit Tandon2%₹12,547 Cr
  10. Shibani Kurian2%₹11,844 Cr
Fig. 1.Each scheme's AUM at the end of Sept 2026, counted once, for its lead: the manager its page names first. Source: AMFI.

Joined and left(Aug 2024 – now)

Moves, Oct 2026
2
Fig. 1.Moves a month, Aug 2024 – Oct 2026: someone joined or left, or took on or handed over schemes. Each month's are below.

Oct 2026

2 moves
  1. Abhishek Bisen took on 1 scheme
    9 OctKotak Multi Sector Omni FoF
  2. Devender Singhal took on 1 scheme
    9 OctKotak Multi Sector Omni FoF

Aug 2026

4 moves
  1. Abhishek Bisen took on 2 schemes
    30 AugKotak Nifty Bank Index Fund, Kotak Diversified Equity All Cap Omni FoF
  2. Devender Singhal took on 1 scheme
    30 AugKotak Diversified Equity All Cap Omni FoF
  3. Jeetu Valechha Sonar took on 1 scheme
    30 AugKotak Nifty Bank Index Fund
  4. Satish Dondapati took on 1 scheme
    30 AugKotak Nifty Bank Index Fund

Jul 2026

3 moves
  1. Abhishek Bisen took on 1 scheme
    30 JulKotak Nifty Private Bank ETF
  2. Jeetu Valechha Sonar took on 1 scheme
    30 JulKotak Nifty Private Bank ETF
  3. Satish Dondapati took on 1 scheme
    30 JulKotak Nifty Private Bank ETF