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: 1.31% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 845.9 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 144.49% | Exit Load: Exit load of 0.5%, if redeemed within 90 days |
14.522
0.05 (0.3718%)
33.46%
Benchmark: 14.67%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 200 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 31.83 | - | - | - | - |
| 360 ONE QUANT FUND REGULAR GROWTH | 29-11-2021 | 33.48 | 31.56 | - | - | - |
| Nippon India Quant Fund -Growth Plan - Growth Option | 02-02-2005 | 31.53 | 25.92 | 18.66 | 21.4 | 12.85 |
| Quant Quantamental Fund - Growth Option - Regular Plan | 20-04-2021 | 27.37 | 28.47 | 24.97 | - | - |
| ICICI Prudential Quant Fund Growth | 05-12-2020 | 26.62 | 21.06 | 13.57 | - | - |
| Axis Quant Fund - Regular Plan - Growth | 30-06-2021 | 21.16 | 19.03 | 11.83 | - | - |
| Tata Quant Fund-Regular Plan-Growth | 20-01-2020 | 19.1 | 19.71 | 12.26 | - | - |
| DSP Quant Fund - Regular Plan - Growth | 10-06-2019 | 18.2 | 13.5 | 6.23 | 14.52 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.05%
Others
1.06%
Large Cap
52.03%
Mid Cap
43.48%
