Fundalysisby DARKHORSESTOCKS

Fund manager · DSP

Kaivalya Nadkarni

Fund Manager & Dealer- Equity at DSP. Runs 10 schemes worth ₹16,792 Cr.

  • Fund house

    DSPThey run their schemes at DSP.

  • AUM they run

    ₹16,792 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

    10 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Oct 2024. On 1 more scheme for a slice of it: overseas, gold or arbitrage.

  • Experience

    6 years6 years

Profile(DSP's SAI, 1 Oct 2026)

About

Role
Fund Manager & Dealer- Equity
Studied
CA, B.Com
Age
28 years
Experience
6 years
Also as
Kaivalyva Nadkarni (DSP)

Schemes now11

  1. DSP Arbitrage Fund₹6,720 Cr
  2. DSP Dynamic Asset Allocation Fund₹3,704 Cr
  3. DSP Equity Savings Fund₹3,087 Cr
  4. DSP World Gold Mining Overseas Equity Omni FoF₹1,665 Cr
  5. DSP Income Plus Arbitrage Omni FoF₹1,621 Cr
  6. DSP US Specific Equity Omni FoF₹1,280 Cr
  7. and 5 more, all below

AUM they run(Oct 2024 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202616,792−2.4%
Aug 202617,202−16.0%
Jul 202620,484−25.1%
Jun 202627,339+49.8%
May 202618,249−7.0%
Apr 202619,629+1.9%
Mar 202619,260−7.1%
Feb 202620,724+0.9%
Jan 202620,545+1.4%
Dec 202520,263+2.0%
Nov 202519,857+3.1%
Oct 202519,266+3.3%
AUM at month end, Sept 2026
₹16,792 Cr
−12.8% since Oct 2025
Fig. 1.The AUM of the schemes Kaivalya Nadkarni 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(Oct 2024 – now)

  1. Arbitrage Fund
  2. Dynamic Asset Allocation Fund
  3. Equity Savings Fund
  4. Value Fund
  5. Income Plus Arbitrage Omni FoF
  6. World Gold Mining Overseas Equity Omni FoF
  7. US Specific Equity Omni FoF
  8. World Mining Overseas Equity Omni FoF
  9. Global Clean Energy Overseas Equity Omni FoF
  10. US Specific Debt Passive FoF
  11. Global Innovation Overseas Equity Omni FoF
DSP20252026
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(Oct 2024 – now)

DSP

11 now · since Oct 2024
  1. DSP Arbitrage Fund
    Co-manager, equityOct 2024—2y 1m₹6,720 CrArbitrageTER 1.16%
  2. DSP Equity Savings Fund
    Fund manager, equityOct 2024—2y 1m₹3,087 CrEquity SavingsTER 1.10%
  3. DSP World Gold Mining Overseas Equity Omni FoF
    Fund managerMay 2025—1y 6m₹1,665 CrInternationalTER 1.74%
  4. DSP Income Plus Arbitrage Omni FoF
    ArbitrageMar 2025—1y 8m₹1,621 CrFund of FundsTER 0.43%

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

Performance(10 schemes)

Growth · Direct plans

Return as manager
+25.48%
Beat peers
7 of 10
vs peers
+3.97 pt
Longest run
2.0 years
Beat benchmark
Upcoming
Each scheme Kaivalya Nadkarni ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
DSP Equity Savings Fund
Oct '24–now · 2.0y
+2.86%+3.52%−0.66 pt––
DSP Arbitrage Fund
Oct '24–now · 2.0y
+6.91%+7.01%−0.10 pt––
DSP Dynamic Asset Allocation Fund
Oct '24–now · 2.0y
+3.30%+0.95%+2.35 pt––
DSP Value Fund
Oct '24–now · 2.0y
+3.19%−2.40%+5.58 pt––
DSP US Specific Debt Passive FoF
May '25–now · 1.5y
+8.58%+41.10%−32.52 pt––
DSP Global Clean Energy Overseas Equity Omni FoF
May '25–now · 1.5y
+47.76%+40.99%+6.77 pt––
DSP Global Innovation Overseas Equity Omni FoF
May '25–now · 1.5y
+42.37%+40.99%+1.39 pt––
DSP World Mining Overseas Equity Omni FoF
May '25–now · 1.5y
+67.02%+40.99%+26.03 pt––
DSP World Gold Mining Overseas Equity Omni FoF
May '25–now · 1.5y
+69.10%+40.99%+28.12 pt––
DSP US Specific Equity Omni FoF
May '25–now · 1.5y
+54.58%+40.99%+13.59 pt––
Fig. 1.Each scheme Kaivalya Nadkarni ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(5 now)

  1. Shantanu GodambeDynamic Asset Allocation Fund · Equity Savings Fund · Income Plus Arbitrage Omni FoF3 schemes
  2. Abhishek SinghEquity Savings Fund · Value Fund2 schemes
  3. Karan MundhraArbitrage Fund1 scheme
  4. Preethi R SDynamic Asset Allocation Fund1 scheme
  5. Rohit SinghaniaDynamic Asset Allocation Fund1 scheme

Career(Sept 2018 – now)

From

  1. Position not stated
    Sept 2024—2y 2m

Equity Dealing - DSP Asset Managers Private Limited From

  1. Position not stated
    Sept 2018—Aug 20246y

Source.DSP's Statement of Additional Information, as of 1 Oct 2026.