Fundalysisby DARKHORSESTOCKS

Fund manager · Kotak

Atul Bhole

Equity Fund Manager at Kotak. Runs 2 schemes worth ₹79,232 Cr.

  • Fund house

    KotakThey run their schemes at Kotak.

  • AUM they run

    ₹79,232 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.

  • Schemes

    2 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Aug 2024.

  • Experience

    20 years20

Profile(Kotak's SAI, 30 Jun 2026)

About

Role
Equity Fund Manager
Studied
MMS (Finance- JBIMS), CA Cleared (ICAI), B.Com (Mumbai University)
Age
46 years
Experience
20

Schemes now2

  1. Kotak Mid Cap Fund₹69,941 Cr
  2. Kotak Aggressive Hybrid Fund₹9,291 Cr

AUM they run(Jan 2024 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202679,232−1.7%
Aug 202680,591+3.2%
Jul 202678,092+2.0%
Jun 202676,573+4.3%
May 202673,398+1.7%
Apr 202672,181+13.7%
Mar 202663,488−9.7%
Feb 202670,344+4.3%
Jan 202667,469−2.4%
Dec 202569,146+0.3%
Nov 202568,924+0.2%
Oct 202568,787+3.6%
AUM at month end, Sept 2026
₹79,232 Cr
+15.2% since Oct 2025
Fig. 1.The AUM of the schemes Atul Bhole ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Jan 2024 – now)

  1. Mid Cap Fund
  2. Aggressive Hybrid Fund
Kotak20252026
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Jan 2024 – now)

Kotak

2 now · since Jan 2024
  1. Kotak Mid Cap Fund
    Fund managerJan 2024—2y 10m₹69,941 CrMid CapTER 0.54%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(2 schemes)

Growth · Direct plans

Return as manager
+11.27%
Beat peers
2 of 2
vs peers
+1.76 pt
Longest run
2.8 years
Beat benchmark
Upcoming
Each scheme Atul Bhole ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Kotak Mid Cap Fund
Jan '24–now · 2.8y
+12.87%+11.81%+1.06 pt––
Kotak Aggressive Hybrid Fund
Jan '24–now · 2.8y
+9.66%+7.21%+2.45 pt––
Fig. 1.Each scheme Atul Bhole ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(1 now)

  1. Abhishek BisenAggressive Hybrid Fund1 scheme