₹ 14.72
NAV (Jul 29)
View Less
Investment Duration5 years
7,32,612
Total Investment5,32,453
Wealth Gained12,65,065
Total Corpus Created (₹)
With CAGR of 21.427 % in 5 years₹ 14.721
NAV (Jul 29)
Last 1Y | -8.1% |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 21.4% |
6 Month CAGR | 6.7% |
The scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on quant model theme.
Expense Ratio | 1.16 % |
Launched 1Y ago | 2023-08-02 |
AUM in Crores | 673.1 |
ISIN | INF174KA1OL0 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 200 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Kotak Quant Fund Direct (G) | 6,09,436 | -1,23,176 | -8.1% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Sun Pharmaceutical Industries Ltd.
4.47%Bosch Ltd.
4.11%Grasim Industries Ltd.
4.1%Zydus Lifesciences Ltd.
3.68%State Bank of India
3.58%Healthcare
20.77%Financial
20.12%Consumer Staples
6.81%Technology
6.23%Automobile
5.77%Fund Name | Fund Size | |
---|---|---|
₹ 110,392 cr | ||
₹ 17,427 cr | ||
₹ 30,616 cr | ||
₹ 72,336 cr | ||
₹ 26,848 cr |
Kotak Mahindra Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
26.1% | 17.4% | ||
7.8% | 6.5% | ||
22.7% | 8.5% | ||
12.9% | 10.2% | ||
17.9% | 14.5% |
Investment Duration5 years
7,32,612
Total Investment5,32,453
Wealth Gained12,65,065
Total Corpus Created (₹)
With CAGR of 21.427 % in 5 yearsWhat is the expense ratio for Kotak Quant Fund Direct Plan Growth?
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