Fundalysisby DARKHORSESTOCKS

Fund manager · Kotak

Rohit Tandon

Equity Fund Manager at Kotak. Runs 7 schemes worth ₹30,086 Cr.

  • Fund house

    KotakThey run their schemes at Kotak.

  • AUM they run

    ₹30,086 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

    7 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
B.E.(Mechani cal) Punjab University, Chandigarh & PGDM(IIM Bangalore)
Age
49 years
Experience
20

Schemes now7

  1. Kotak Balanced Advantage Fund₹17,061 Cr
  2. Kotak Large Cap Fund₹10,890 Cr
  3. Kotak Active Momentum Fund₹1,657 Cr
  4. Kotak Quant Fund₹477 Cr
  5. Kotak Services FundFeb 2026
  6. Kotak Gold Silver Passive FoFOct 2025
  7. and 1 more, all below

AUM they run(Jan 2024 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202630,086−7.4%
Aug 202632,501+1.2%
Jul 202632,116+0.4%
Jun 202631,975+1.4%
May 202631,521−0.1%
Apr 202631,552+7.0%
Mar 202629,500−6.2%
Feb 202631,466+0.3%
Jan 202631,368−0.3%
Dec 202531,475+0.4%
Nov 202531,338+1.9%
Oct 202530,747+2.9%
AUM at month end, Sept 2026
₹30,086 Cr
−2.2% since Oct 2025
Fig. 1.The AUM of the schemes Rohit Tandon 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. Balanced Advantage Fund
  2. Large Cap Fund
  3. Quant Fund
  4. Active Momentum Fund
  5. Gold Silver Passive FoF
  6. Services Fund
  7. Multi Factor Passive FoF
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

7 now · since Jan 2024
  1. Kotak Balanced Advantage Fund
    Fund managerJan 2024—2y 10m₹17,061 CrBalanced AdvantageTER 0.82%
  2. Kotak Active Momentum Fund
    Fund manager, equityAug 2025—1y 3m₹1,657 CrSectoral / ThematicTER 1.53%

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

Performance(7 schemes)

Growth · Direct plans

Return as manager
+5.71%
Beat peers
2 of 4
vs peers
+0.09 pt
Longest run
2.8 years
Beat benchmark
Upcoming
Each scheme Rohit Tandon ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Kotak Balanced Advantage Fund
Jan '24–now · 2.8y
+6.88%+6.92%−0.05 pt––
Kotak Quant Fund
Jan '24–now · 2.8y
+6.03%+8.94%−2.91 pt––
Kotak Large Cap Fund
Jan '24–now · 2.8y
+5.39%+5.16%+0.24 pt––
Kotak Active Momentum Fund
Aug '25–now · 1.1y
+5.02%+3.73%+1.29 pt––
Kotak Gold Silver Passive FoF
Nov '25–now · 0.9y
+41.10%+4.51%+36.59 pt––
Kotak Services Fund
Mar '26–now · 0.6y
+0.36%+2.66%−2.30 pt––
Kotak Multi Factor Passive FoF
Mar '26–now · 0.6y
+2.69%+8.09%−5.41 pt––
Fig. 1.Each scheme Rohit Tandon ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(3 now)

  1. Abhishek BisenBalanced Advantage Fund · Active Momentum Fund · Quant Fund · Services Fund · Gold Silver Passive FoF · Multi Factor Passive FoF6 schemes
  2. Harsha UpadhyayaQuant Fund1 scheme
  3. Hiten ShahBalanced Advantage Fund1 scheme