Fund

Kotak Mutual Fund announces change in fund managers for six schemes



Kotak Mutual Fund has announced change in fund managers for its six equity oriented schemes. The fund house informed the investors about this through a notice cum addendum.
The changes are effective from January 22.

Scheme
Old fund managers
New fund managers
Kotak Emerging Equity Fund Harsha Upadhyaya and Arjun Khanna (dedicated fund manager for investment in foreign securities) Atul Bhole and Arjun Khanna (dedicated fund manager for investment in foreign securities)
Kotak Equity Hybrid Fund Harsha Upadhyaya, Abhishek Bisen, and Arjun Khanna (dedicated fund manager for investment in foreign securities) Atul Bhole, Abhishek Bisen and Arjun Khanna (dedicated fund manager for investment in foreign securities)
Kotak Bluechip Fund Harsha Upadhyaya and Arjun Khanna (dedicated fund manager for investment in foreign securities) Rohit Tandon and Arjun Khanna (dedicated fund manager for investment in foreign securities)
Kotak Balanced Advantage Fund Harsha Upadhyaya, Hiten Shah, Abhishek Bisen, and Arjun Khanna (dedicated fund manager for investment in foreign securities) Rohit Tandon, Hiten Shah, Abhishek Bisen, and Arjun Khanna (dedicated fund manager for investment in foreign securities)
Kotak Quant Fund Harsha Upadhyaya, Abhishek Bisen, and Arjun Khanna (dedicated fund manager for investment in foreign securities) Harsha Upadhyaya, Abhishek Bisen, Rohit Tandon, and Arjun Khanna (dedicated fund manager for investment in foreign securities)
Kotak ESG Exclusionary Strategy Fund Harsha Upadhyaya and Arjun Khanna (dedicated fund manager for investment in foreign securities) Harsha Upadhyaya, Mandar Pawar, and Arjun Khanna (dedicated fund manager for investment in foreign securities)

The notice cum addendum also stated that the fund house has recently appointed Atul Bhole, Rohit Tandon, and Mandar Pawar as key personnel and fund managers in Kotak Mutual Fund.

The fund house also informed that all other terms and conditions of the SIDs, KIMs and SAIs of the schemes will remain unchanged. This addendum forms an integral part of the SIDs and KIMs of the above-mentioned schemes as amended from time to time.

The schemes are from mid cap, aggressive hybrid, large cap, balanced advantage, thematic fund categories.

According to the last available portfolio, Kotak Emerging Equity Fund is the second largest scheme based on assets managed in the mid cap category. The scheme manages assets of Rs 38,519.69 crore.



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