Fundalysisby DARKHORSESTOCKS

Fund manager · Kotak

Nalin Rasik

Equity Fund Manager at Kotak. Runs 2 schemes worth ₹2,957 Cr.

  • Fund house

    KotakThey run their schemes at Kotak.

  • AUM they run

    ₹2,957 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

    21 years21

Profile(Kotak's SAI, 30 Jun 2026)

About

Role
Equity Fund Manager
Studied
B.Com, Chartered Accountant from The Institute of Chartered Accountants of India (ICAI)
Age
43 years
Experience
21
Also as
Nalin Rasik Bhatt (Kotak)

Schemes now2

  1. Kotak Infrastructure Economic Reform Fund₹2,404 Cr
  2. Kotak Transportation Logistics Fund₹552 Cr

AUM they run(Oct 2023 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20262,957−2.5%
Aug 20263,033+3.6%
Jul 20262,926−1.1%
Jun 20262,957+2.8%
May 20262,877+0.2%
Apr 20262,872+14.8%
Mar 20262,503−13.4%
Feb 20262,892+3.4%
Jan 20262,795−4.6%
Dec 20252,931+0.2%
Nov 20252,926−1.3%
Oct 20252,965+4.2%
AUM at month end, Sept 2026
₹2,957 Cr
−0.3% since Oct 2025
Fig. 1.The AUM of the schemes Nalin Rasik 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 2023 – now)

  1. Infrastructure Economic Reform Fund
  2. Transportation Logistics Fund
Kotak202420252026
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 2023 – now)

Kotak

2 now · since Oct 2023
  1. Kotak Infrastructure Economic Reform Fund
    Fund managerOct 2023—3y 1m₹2,404 CrSectoral / ThematicTER 0.85%

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

Performance(2 schemes)

Growth · Direct plans

Return as manager
+12.36%
Beat peers
2 of 2
vs peers
+4.96 pt
Longest run
3.0 years
Beat benchmark
Upcoming
Each scheme Nalin Rasik ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Kotak Infrastructure Economic Reform Fund
Oct '23–now · 3.0y
+15.12%+12.13%+2.99 pt––
Kotak Transportation Logistics Fund
Dec '24–now · 1.8y
+9.61%+2.69%+6.92 pt––
Fig. 1.Each scheme Nalin Rasik ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(1 now)

  1. Abhishek BisenTransportation Logistics Fund1 scheme