Kotak Quant Fund - Regular Plan - Growth Option

Fund House: Kotak Mahindra Mutual Fund
Category: Equity: Thematic-Quantitative
Launch Date: 02-08-2023
Asset Class:
Benchmark: NIFTY 200 TRI
TER: 1.26% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 618.21 Cr As on (31-03-2024)
Turn over: 84.56% | Exit Load: Exit load of 0.5%, if redeemed within 90 days

13.721

36.91%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Kotak Quant Fund - Regular Plan - Growth Option 02-08-2023 - - - - -
Quant Quantamental Fund - Growth Option - Regular Plan 20-04-2021 66.76 36.11 - - -
360 ONE QUANT FUND REGULAR GROWTH 29-11-2021 60.38 28.13 - - -
Nippon India Quant Fund -Growth Plan - Growth Option 02-02-2005 45.96 24.91 23.34 18.88 14.36
Axis Quant Fund - Regular Plan - Growth 30-06-2021 39.41 19.4 - - -
ICICI Prudential Quant Fund Growth 07-12-2020 34.22 16.92 19.17 - -
Tata Quant Fund-Regular Plan-Growth 22-01-2020 29.53 15.18 11.29 - -
DSP Quant Fund - Regular Plan - Growth 10-06-2019 22.87 10.42 11.39 - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

3.25%

Others

1.63%

Large Cap

49.22%

Mid Cap

45.9%

Scheme Documents

There are no scheme documents available

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