Mutual Funds Managed by Hiten Shah
Updated June 2026 · 6 active funds · data from AMFI NAVs
Hiten Shah manages or co-manages 6 mutual fund schemes tracked on FindMF, across Kotak Mahindra. The table below lists those funds with returns, risk metrics and real expense ratios, all computed independently from AMFI daily NAVs. Manager attribution comes from fund disclosures; co-managed funds appear under each named manager. This page aggregates a manager's schemes for reference - it is not a rating of the manager or a recommendation.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Kotak Equity Savings Fund Kotak Mahindra | +4.21% | +10.68% | +10.30% | 0.67 | -6.0% | 0.69% | ₹9.6K Cr |
| 2 | Kotak Balanced Advantage Fund Kotak Mahindra | -0.67% | +10.10% | +9.44% | 0.41 | -9.1% | 0.57% | ₹17.4K Cr |
| 3 | Kotak Arbitrage Fund Kotak Mahindra | +6.59% | +7.67% | +6.81% | - | -0.3% | 0.38% | ₹70.8K Cr |
| 4 | Kotak Multi Asset Allocation Fund Kotak Mahindra | +18.07% | - | - | 1.11 | -13.8% | 0.50% | ₹12.1K Cr |
Ranked by trailing return (3Y where available, else 1Y). Manager attribution from fund disclosures. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.