Fundalysisby DARKHORSESTOCKS

Fund manager · Kotak

Shibani Kurian

Sr, EVP, Senior Fun d Manager & Head – Equity Research at Kotak. Runs 6 schemes worth ₹14,619 Cr.

  • Fund house

    KotakThey run their schemes at Kotak.

  • AUM they run

    ₹14,619 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

    26 years26

Profile(Kotak's SAI, 30 Jun 2026)

About

Role
Sr, EVP, Senior Fun d Manager & Head – Equity Research
Studied
PGDM (Specialization in Finance), BSc (Hons)- Economics
Age
48 years
Experience
26
Also as
Shibani Sircar Kurian (Kotak)

Schemes now6

  1. Kotak Contra Fund₹5,403 Cr
  2. Kotak Focused Fund₹4,436 Cr
  3. Kotak Conservative Hybrid Fund₹2,775 Cr
  4. Kotak Banking Financial Services Fund₹1,509 Cr
  5. Kotak Technology Fund₹496 Cr
  6. Kotak Dividend Yield FundJan 2026

AUM they run(May 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202614,619−4.0%
Aug 202615,225+1.8%
Jul 202614,961+1.5%
Jun 202614,740+2.8%
May 202614,3430.0%
Apr 202614,337+8.3%
Mar 202613,244−11.6%
Feb 202614,978+2.8%
Jan 202614,571−1.2%
Dec 202514,742+1.2%
Nov 202514,564+1.6%
Oct 202514,331+3.9%
AUM at month end, Sept 2026
₹14,619 Cr
+2.0% since Oct 2025
Fig. 1.The AUM of the schemes Shibani Kurian 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(May 2019 – now)

  1. Contra Fund
  2. Focused Fund
  3. Banking Financial Services Fund
  4. Healthcare Fund
  5. Technology Fund
  6. Conservative Hybrid Fund
  7. Dividend Yield Fund
Kotak2020202120222023202420252026
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(May 2019 – now)

Kotak

6 now · since May 2019
  1. Kotak Contra Fund
    Fund managerMay 2019—7y 6m₹5,403 CrContraTER 0.80%
  2. Kotak Banking Financial Services Fund
    Fund manager, equityFeb 2023—3y 9m₹1,509 CrSectoral / ThematicTER 0.81%

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

Performance(7 schemes)

Growth · Direct plans

Return as manager
+14.91%
Beat peers
2 of 6
vs peers
−0.85 pt
Longest run
7.5 years
Beat benchmark
Upcoming
Each scheme Shibani Kurian ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Kotak Contra Fund
May '19–now · 7.5y
+15.77%+16.56%−0.79 pt––
Kotak Focused Fund
Jul '19–now · 7.2y
+15.72%+14.97%+0.75 pt––
Kotak Banking Financial Services Fund
Mar '23–now · 3.6y
+14.10%+15.76%−1.66 pt––
Kotak Healthcare Fund
Dec '23–Mar '26 · 2.2y
+17.25%+12.65%+4.61 pt––
Kotak Technology Fund
Mar '24–now · 2.6y
+1.92%+6.82%−4.90 pt––
Kotak Conservative Hybrid Fund
Aug '24–now · 2.2y
+3.69%+4.60%−0.92 pt––
Kotak Dividend Yield Fund
Feb '26–now · 0.7y
−9.37%−5.71%−3.66 pt––
Fig. 1.Each scheme Shibani Kurian ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(1 now)

  1. Abhishek BisenConservative Hybrid Fund · Banking Financial Services Fund · Technology Fund · Dividend Yield Fund4 schemes