Kotak Quant Fund - Regular Plan - Growth Option
Category: Equity: Thematic-Quantitative
Launch Date: 02-08-2023
Asset Class:
Benchmark: NIFTY 200 TRI
Expense Ratio: 1.46% As on ( 31-03-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 672.36 Cr As on ( 31-03-2025)
Turn over: 144.49
NAV as on 30-04-2025
14.305
-0.08 ( -0.5662% )
CAGR Since Inception
22.85%
NIFTY 200 TRI 14.45%
Performance of Kotak Quant Fund - Regular Plan - Growth Option
Fund Managers

Abhishek Bisen, Harsha Upadhyaya, Arjun Khanna, Rohit Tandon

Investment Objective

The scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on quant model theme.

Returns Calculator for Kotak Quant Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Kotak Quant Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Quant Fund - Regular Plan - Growth Option
Equity: Thematic-Quantitative - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak Quant Fund Reg Gr 02-08-2023 0.25 0.0 0.0 0.0 0.0
ICICI Pru Quant Fund Gr 05-12-2020 12.29 22.5 16.33 0.0 0.0
360 One Quant Fund Reg Gr 29-11-2021 8.75 32.72 23.55 0.0 0.0
Nippon India Quant Fund Gr Gr 02-02-2005 7.23 25.33 20.37 24.23 13.3
DSP Quant Fund Reg Gr 10-06-2019 5.33 13.36 9.1 16.26 0.0
Axis Quant Fund Reg Gr 30-06-2021 -3.19 16.29 12.87 0.0 0.0
Quant Quantamental Fund Reg Gr 20-04-2021 -9.46 23.21 20.4 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Kotak Quant Fund - Regular Plan - Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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