This fund manager with AUM of Rs 38000 cr reveals his secret of picking stocks for past 11 years

The Kotak Flexicap Fund, the largest open-ended equity fund in India, has seen steady growth in its Asset Under Management (AUM) despite tough times such as the Covid-19 pandemic. The fund, which focuses on identifying scalable businesses with solid cash flow and capital efficiency, has a proven track record of delivering strong returns. Fund manager Harsha Upadhyaya emphasized the importance of adhering to investment discipline and valuation-based stock selection. The Flexicap Fund’s success over the past 11 years is attributed to these strategies that have guided it through market cycles.