MFIC › Fund managers › Harsha Upadhyaya
Harsha Upadhyaya
Fund manager of 6 schemes tracked by MFIC at Kotak Mahindra Mutual Fund, according to the schemes' Summary Documents. Returns from AMFI NAVs as of 2 Oct 2026.
Schemes
6
Earliest start listed
1 Aug 2004
3Y CAGR above category median
1 of 5
AUM of these schemes
₹98,853 cr
Schemes managed one line per scheme · Regular plan where available
| Scheme | Category | Managing since | Tenure | 3Y CAGR | Category 3Y median | 5Y CAGR | AUM (₹ cr) |
|---|---|---|---|---|---|---|---|
| Kotak ELSS Tax Saver Fund Kotak Mahindra Mutual Fund · Regular | ELSS | 25 Aug 2015 | 11.1 y | 8.7% | 9.1% | 9.8% | 6,262 |
| Kotak Flexi Cap Fund Kotak Mahindra Mutual Fund · Regular | Flexi Cap | 1 Aug 2004 | 22.2 y | 9.2% | 9.7% | 8.8% | 54,816 |
| Kotak Large & Mid Cap Fund Kotak Mahindra Mutual Fund · Regular | Large & Mid Cap | 4 Aug 2012 | 14.2 y | 10.5% | 10.6% | 11.4% | 31,800 |
| Kotak MNC Fund Kotak Mahindra Mutual Fund · Regular | Sectoral/Thematic | 28 Oct 2024 | 1.9 y | n/a | 11.7% | n/a | 2,291 |
| Kotak Manufacture in India Fund Kotak Mahindra Mutual Fund · Regular | Sectoral/Thematic | 1 Oct 2023 | 3.0 y | 18.0% | 11.7% | n/a | 3,206 |
| Kotak Quant Fund Kotak Mahindra Mutual Fund · Regular | Sectoral/Thematic | 2 Aug 2023 | 3.2 y | 11.7% | 11.7% | n/a | 477 |
Scheme returns cover the whole period shown, which may include years before this manager started; compare with the "Managing since" date. Most schemes have more than one listed manager, and results reflect the fund house's whole investment process, each scheme's mandate and market conditions. This page describes the past and is not a rating of the manager.
Questions
- Which mutual fund schemes does Harsha Upadhyaya manage?
- According to the schemes' Summary Documents, Harsha Upadhyaya is a listed fund manager of 6 schemes tracked by MFIC: Kotak ELSS Tax Saver Fund, Kotak Manufacture in India Fund, Kotak MNC Fund, Kotak Quant Fund, Kotak Flexi Cap Fund, Kotak Large & Mid Cap Fund.
- Since when has Harsha Upadhyaya managed these schemes?
- The earliest start date listed is 1 Aug 2004. Dates for each scheme are in the table on this page.
Data & disclosure. Fund manager names and start dates as stated in each scheme's Summary Document (SEBI format) published via AMFI; names are matched as written, so a person listed with different spellings may appear twice. Returns from AMFI NAVs, calculated by MFIC. Educational information, not investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).
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