Kotak Quant Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Kotak Quant Fund - Regular Plan - Growth is ₹13.81.
It is better to invest in a fund with a longer track record as Kotak Quant Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 200 - TRI returns, as Funds portfolio is significantly different.
Kotak Quant Fund - Regular Plan - Growth fund’s expense ratio is 1.26%
The process for redemption is
The AUM of Kotak Quant Fund - Regular Plan - Growth is currently ₹618 Crores.
The Top three stocks are Titan Co, Bosch and Larsen & Toubro and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 37% of fund’s portfolio respectively.
Top three sectors of Kotak Quant Fund - Regular Plan - Growth fund are Auto, Construction & Infrastructure and Oil & Gas accounting for 65% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak Quant Fund - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.
Harsha Upadhyaya and Abhishek Bisen manage the Kotak Quant Fund - Regular Plan - Growth Fund.
Kotak Quant Fund - Regular Plan - Growth current PE ratio is 37.35 and PB ratio is 6.76
The asset allocation of Kotak Quant Fund - Regular Plan - Growth is Stocks : 98.37%, Debt : 1.59% and Gold : 0.08%
The minimum SIP amount for Kotak Quant Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for Kotak Quant Fund - Regular Plan - Growth is 0.50% on or before 90 days, Nil after 90 days