- Mutual Funds
- Kotak Mutual Fund
- Kotak Quant Fund (Growth)
Kotak Quant Fund (Growth)
₹ 11.205
NAV (Nov 29)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.205
NAV (Nov 29)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 10.9% |
6 Month CAGR | NA |
Scheme Information
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 (0y ago) | Aug 02, 2023 |
AUM in Crores | 221.037 |
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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Quant Fund (Growth) | NaN | NaN | % | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
nestle india ltd
5%alkem laboratories ltd
4.6%indian oil corp ltd
4.5%ntpc ltd
4.3%itc ltd
4.2%Allocation by Sector
financial services
17.9%industrials
17.5%consumer cyclical
14.7%utilities
14%healthcare
12.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.6% | 7.3% | ||
- | 11% | ||
- | 4.2% | ||
6.6% | 7.3% | ||
6.6% | 7.3% |
Kotak Quant Fund (G) Review
Kotak Quant Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 10.9% 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.
Nav of Kotak Quant Fund (G) as of 11/29/2023 is ₹11.21 with the total AUM as of 11/30/2023 is ₹221.037. 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)?
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.