Kotak Quant Fund – Direct (IDCW)
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
1.16 %
Expense Ratio
Rating
683
Fund Size (in Cr)
10 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 42.6% | ||||
| Category Average | 34.9% | 18.6% | 17.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
15.49
Alpha
4.97
SD
1.23
Beta
2.76
Sharpe
Exit Load
| Exit Load | NIL |
|---|
Fund Objective
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 .
Fund Managers
Harish Krishnan - Fund Manager
Harish Krishnan has 13 years of experience in equity research and fund management. Before joining the Kotak Mahindra Mutual Funds Online AMC, he was based in Singapore and Dubai and managed Kotak’s offshore funds. He also worked at Infosys Technologies Ltd. He is currently in control of Kotak 50, one of the flagship products of the Kotak Bank Mutual Fund, which has a track record of over 15 years.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 5,004
-
66.8%Fund Size - 5,004
-
40.9%Fund Size - 5,004
-
29.9%Fund Size - 5,004
-
- Equity .
- Sectoral / Thematic .
-
- 2,405
-
78.7%Fund Size - 2,405
-
39.3%Fund Size - 2,405
-
28%Fund Size - 2,405
-
- Equity .
- Sectoral / Thematic .
-
- 267
-
77.8%Fund Size - 267
-
38.2%Fund Size - 267
-
27.3%Fund Size - 267
-
- Equity .
- Sectoral / Thematic .
-
- 3,459
-
75.5%Fund Size - 3,459
-
32.1%Fund Size - 3,459
-
26.9%Fund Size - 3,459
-
- Equity .
- Sectoral / Thematic .
-
- 1,444
-
57.2%Fund Size - 1,444
-
21%Fund Size - 1,444
-
25%Fund Size - 1,444
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
More Funds from Kotak Mahindra Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Multi Cap .
-
- 132
-
34.9%Fund Size - 132
-
18.6%Fund Size - 132
-
17.9%Fund Size - 132
-
- Equity .
- Small Cap .
-
- 14,815
-
43.1%Fund Size - 14,815
-
25.9%Fund Size - 14,815
-
30.7%Fund Size - 14,815
-
- Debt .
- Fixed Maturity Plans .
-
- 146
-
11.2%Fund Size - 146
-
14.5%Fund Size - 146
-
14%Fund Size - 146
-
- Debt .
- Fixed Maturity Plans .
-
- 802
-
11.2%Fund Size - 802
-
14.5%Fund Size - 802
-
14%Fund Size - 802
-
- Debt .
- Fixed Maturity Plans .
-
- 569
-
11.2%Fund Size - 569
-
14.5%Fund Size - 569
-
14%Fund Size - 569
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,930
-
40.3%Fund Size - 1,930
-
21.7%Fund Size - 1,930
-
20.4%Fund Size - 1,930
-
- Equity .
- Large Cap .
-
- 26,137
-
39.7%Fund Size - 26,137
-
26.3%Fund Size - 26,137
-
19.8%Fund Size - 26,137
-
- Equity .
- Large Cap .
-
- 12,830
-
29.5%Fund Size - 12,830
-
17.8%Fund Size - 12,830
-
19.8%Fund Size - 12,830
-
- Equity .
- Large Cap .
-
- 54,904
-
39.1%Fund Size - 54,904
-
22.4%Fund Size - 54,904
-
19.7%Fund Size - 54,904
-
- Equity .
- Large Cap .
-
- 8,027
-
31.5%Fund Size - 8,027
-
19%Fund Size - 8,027
-
19.1%Fund Size - 8,027
Frequently Asked Questions
How to invest in Kotak Quant Fund – Direct (IDCW) ?
You can invest in Kotak Quant Fund – Direct (IDCW) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Quant Fund – Direct (IDCW) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Kotak Quant Fund – Direct (IDCW) ?
The NAV of Kotak Quant Fund – Direct (IDCW) is ₹14.4 as of 17 May 2024.
How to redeem Kotak Quant Fund – Direct (IDCW) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Kotak Quant Fund – Direct (IDCW)?
The minimum SIP amount of Kotak Quant Fund – Direct (IDCW) is ₹500
What are the top sectors Kotak Quant Fund – Direct (IDCW) has invested in?
The top sectors Kotak Quant Fund – Direct (IDCW) has invested in are
- Auto Components - 14.8%
- Petroleum Products - 9.75%
- Power - 9.44%
- Cement & Cement Products - 7.24%
- Finance - 6.98%
Can I make investments in both the SIP and Lump Sum schemes of Kotak Quant Fund – Direct (IDCW)?
Yes, You can select both SIP or Lumpsum investment of Kotak Quant Fund – Direct (IDCW) based on your investment objective and risk tolerance.
How much returns have Kotak Quant Fund – Direct (IDCW) generated ?
The Kotak Quant Fund – Direct (IDCW) has delivered 42.6% since inception
What is the expense ratio of Kotak Quant Fund – Direct (IDCW) ?
The expense ratio of Kotak Quant Fund – Direct (IDCW) is 1.16 % as of 17 May 2024.
What is the AUM of Kotak Quant Fund – Direct (IDCW)?
The AUM of Kotak Quant Fund – Direct (IDCW) is ₹3,12,371 Cr as of 17 May 2024
What are the top stock holdings of Kotak Quant Fund – Direct (IDCW)?
The top stock holdings of Kotak Quant Fund – Direct (IDCW) are
- Exide Inds. - 3.76%
- Bosch - 3.62%
- Titan Company - 3.54%
- UltraTech Cem. - 3.48%
- Larsen & Toubro - 3.36%
How can I redeem my investments in Kotak Quant Fund – Direct (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Quant Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Quant Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.