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  • Kotak Mutual Fund
  • Kotak Quant Fund (Growth)
Kotak Mutual Fund

Kotak Quant Fund (Growth)

EquitySectoral/ Thematic

13.768

NAV (Apr 18)

37.7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.768

NAV (Apr 18)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
37.7%
6 Month CAGR
32.8%

Scheme Information

Investment Objective

The scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on quant model theme. However,there is no assurance that the objective of the scheme will be achieved.

Expense Ratio
1.26
Launched (1y ago)
Aug 02, 2023
AUM in Crores
618.214
ISIN
INF174KA1OI6
Lock-in
No Lock-in
Benchmark
Nifty 200 TRI
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Arjun Khanna

Fund Manager

Harsha Upadhyaya

Fund Manager

Rohit Tandon

Fund Manager

Abhishek Bisen

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Quant Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2024-04-18

Top Stock Holdings

titan co ltd

4.4%
4.4%

bosch ltd

4.3%
4.3%

larsen & toubro ltd

4.1%
4.1%

ultratech cement ltd

4%
4%

bajaj auto ltd

3.7%
3.7%
See all holdings

Allocation by Sector

consumer cyclical

32.2%
32.2%

utilities

12.7%
12.7%

financial services

10.4%
10.4%

industrials

10.2%
10.2%

basic materials

10%
10%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,075 cr

₹ 17,313 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 384,859 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

14.2%

8.4%

11.8%

12.8%

-

5%

14.2%

8.4%

14.2%

8.4%

Kotak Quant Fund (G) Review

Kotak Quant Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 37.7% over a period of 0 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Arjun Khanna, Harsha Upadhyaya, Rohit Tandon.

Nav of Kotak Quant Fund (G) as of 4/18/2024 is ₹13.77 with the total AUM as of 4/19/2024 is ₹618.214. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Quant Fund (G) was launched on Aug 02, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for Kotak Quant Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Kotak Quant Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 200 TRI.

Kotak Quant Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Quant Fund (G).

Frequently Asked Questions

What is Kotak Quant Fund (G)?

Kotak Quant Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Kotak Quant Fund (G)?

You can invest in Kotak Quant Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Kotak Quant Fund (G)?

The minimum sip amount for Kotak Quant Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Kotak Quant Fund (G) good to invest in?

As per Scripbox experts, Kotak Quant Fund (G) is a Not Reviewed Yet fund. You can investKotak Quant Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Kotak Quant Fund (G)?

The expense ratio of the Kotak Quant Fund (G) is 1.26% for regular plan.