- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Quant Fund (G)
Kotak Quant Fund (G)
₹ 15.688
NAV (Sep 06)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.688
NAV (Sep 6)
Fund Returns
Last 1Y | 53.3% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 50.7% |
6 Month CAGR | 13.2% |
Scheme Information
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 | 1.31 |
Launched (0y ago) | 1.31 |
AUM in Crores | 892.4 |
ISIN | INF174KA1OI6 |
Lock-in | |
Benchmark | NIFTY 200 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Quant Fund (G) | 32,95,977 | 25,63,365 | 53.3% | |
| 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
Sun Pharmaceutical Industries Ltd.
4.5%Bosch Ltd.
4.1%Grasim Industries Ltd.
4.1%Zydus Lifesciences Ltd.
3.7%State Bank of India
3.6%Allocation by Sector
Automobile
20.15%Financial
16.01%Energy
15.94%Healthcare
11.73%Capital Goods
7.46%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 25,617 cr | ||
₹ 23,046 cr | ||
₹ 62,717 cr | ||
₹ 48,805 cr | ||
₹ 17,267 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
11.182% | 13.698% | ||
13.021% | 8.011% | ||
- | 5.559% | ||
6.236% | 6.912% | ||
5.714% | 7.299% |
Kotak Quant Fund (G) Review
Kotak Quant Fund (G) is a Equity Equity fund and has delivered an annualised return of 50.664% over a period of 1 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object].
Nav of Kotak Quant Fund (G) as of 9/6/2024 is ₹15.69 with the total AUM as of 9/7/2024 is ₹892.4292. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Quant Fund (G) was launched on 2023-08-02. The category risk of the fund is null.
The minimum SIP amount for Kotak Quant Fund (G) is ₹1000 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 Total Return Index.
Kotak Quant Fund (G) is rated as a null fund in Equity and delivered 53.338% 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 ₹1000. 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 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 1.31% for regular plan.