Fund manager · Kotak

Harsha Upadhyaya

CIO - Equity and Debt at Kotak. Runs 6 schemes worth ₹98,853 Cr.

Fund house
KotakThey run their schemes at Kotak.
AUM they run
₹98,853 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
6 now · 1 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Aug 2024.
Experience
30 years30

What Harsha Upadhyaya's schemes hold^{(Sept 2012 – Sept 2026)}

What Harsha Upadhyaya's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	203 companies ·	₹ Cr
	HDFC Bank	4,607
	ICICI Bank	4,137
	Bharat Electronics	4,000
	State Bank of India	3,788
	Eternal Limited	3,584
	Jindal Steel and Power Limited	2,891
	Larsen and Toubro	2,726
	Axis Bank	2,636
	Bharti Airtel Limited	2,407
	Solar Industries India	2,140
	Sun Pharmaceutical Ind Ltd	2,076
	UltraTech Cement Limited	2,041
	SRF	2,040
	Hero MotoCorp	1,931
	Bharat Forge	1,929
	Bajaj Finance Limited	1,854
	Interglobe Aviation Limited	1,807
	Reliance Industries	1,801
	Bombay Stock Exchange Limited BSE	1,584
	Tech Mahindra	1,387
	MARUTI SUZUKI INDA LIMITED	1,346
	Infosys	1,249
	Lenskart Solutions Limited	1,239
	IndusInd Bank	1,228
	Cadila Healthcare	1,213
	Kotak Mahindra Bank Limited	1,168
	Shriram Finance Limited	1,133
	NTPC	1,120
	PIRAMAL FINANCE LTD	953
	Ajanta Pharmaceuticals Limited	942
	AU Small Finance Bank Limited	903
	Petronet LNG	882
	Dalmia Bharat Limited	854
	Coromandel International	826
	Ashok Leyland	756
	Thermax	746
	BOC India Ltd	727
	Billionbrains Garage Ventures Ltd	677
	Hindustan Petroleum Corp Ltd	660
	Indo MIM Limited	643
	Madras Cements	634
	Apollo Tyres	631
	Bharat Petroleum Corp Ltd	579
	Bharti Infratel	537
	MOTILAL OSWAL FINANCIAL SERVICE LTD	537
	Power Grid Corporation of India	524
	Biocon	520
	IPCA Laboratories Limited	506
	BEML Limited	498
	Swiggy Limited	484

HDFC Bank
ICICI Bank

Market value of each ticked company across the schemes Harsha Upadhyaya runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	HDFC Bank	ICICI Bank
Sept 2025	₹5,349 Cr	₹4,882 Cr
Oct 2025	₹6,096 Cr	₹4,655 Cr
Nov 2025	₹6,574 Cr	₹4,347 Cr
Dec 2025	₹6,465 Cr	₹4,203 Cr
Jan 2026	₹6,060 Cr	₹4,241 Cr
Feb 2026	₹5,789 Cr	₹4,316 Cr
Mar 2026	₹4,769 Cr	₹3,774 Cr
Apr 2026	₹5,029 Cr	₹3,954 Cr
May 2026	₹4,852 Cr	₹3,933 Cr
Jun 2026	₹5,189 Cr	₹4,304 Cr
Jul 2026	₹4,863 Cr	₹4,493 Cr
Aug 2026	₹4,609 Cr	₹4,551 Cr
Sept 2026	₹4,607 Cr	₹4,137 Cr

Fig. 1.Market value of each ticked company across the schemes Harsha Upadhyaya runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	58	58.17

Mid Cap	64	27.16

Small Cap	67	7.28

Unlisted	13	2.09

Other equity	1	0.11

Cash & others		5.19

Sectors

Companies

Fig. 2.What the schemes this manager runs hold, all together, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

What Harsha Upadhyaya bought and sold^{(Oct 2025 – Sept 2026)}

What Harsha Upadhyaya bought and sold. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.