Kotak Quant Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹497.89 Cr
Expense Ratio
1.86%
Exit Load
0.50%
Min. Investment
₹5,000.00
Min. SIP
₹100.00
Launch Date
2 Aug 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.31% | -- |
| 3 Months | +2.6% | -- |
| 6 Months | +0.43% | -- |
| 1 Year | +8.32% | +8.32% |
| 2 Years | -- | +0.38% |
| 3 Years | +55.01% | +15.73% |
| 5 Years | -- | 0% |
| Since Launch | +55.37% | +15.69% |
Holdings as on 12 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Triparty Repo | 22.80 | 4.58 |
| Marico | 17.41 | 3.50 |
| Sun Pharmaceutical Industries | 17.01 | 3.42 |
| Lupin | 16.05 | 3.22 |
| Dr Reddy's Laboratories | 15.15 | 3.04 |
| Titan Company | 14.50 | 2.91 |
| JSW Steel | 13.45 | 2.70 |
| Nestle India | 11.66 | 2.34 |
| Laurus Labs | 11.53 | 2.32 |
| Bharat Forge | 11.47 | 2.30 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Tata Housing Opportunities Fund Regular Growth | +2.07% | +8.51% | -- |
| Kotak Transportation & Logistics Fund Regular Growth | +14.71% | -- | -- |
| Union Active Momentum Fund Regular Growth | +16.55% | -- | -- |
| Kotak Quant Fund Regular Growth | +8.32% | +15.73% | -- |
| Quant PSU Fund Regular Growth | +7.39% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The Kotak Quant Fund Regular Growth has an AUM of 497.89 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.86%. The minimum investment in Kotak Quant Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Triparty Repo, Marico, Sun Pharmaceutical Industries, Lupin.
The major sectors where the fund is invested are Biotechnology & Drugs, Regional Banks, Iron & Steel, Electronic Instr. & Controls.
Some of the similar funds are Tata Housing Opportunities Fund Regular Growth, Kotak Transportation & Logistics Fund Regular Growth, Union Active Momentum Fund Regular Growth, Kotak Quant Fund Regular Growth, Quant PSU Fund Regular Growth. Kotak Quant Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Kotak Quant Fund Regular Growth has a Medium risk & Exceptional return.
Kotak Quant Fund Regular Growth is managed by Harsha Upadhyaya,Abhishek Bisen,Rohit Tandon.
The expense ratio of Kotak Quant Fund Regular Growth is 1.86%.
The 5 year annualized return on Kotak Quant Fund Regular Growth is 0.00% & it has generated 8.32% in the last 1 year.
The minimum investment in Kotak Quant Fund Regular Growth is 5000 Rs.
Kotak Quant Fund Regular Growth has an AUM of 497.89 crores.
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