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Kotak Mahindra Mutual Fund · Equity: Thematic-Quantitative
Kotak Quant Fund - Regular Plan - Growth Option
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 .
EquityBenchmark · Nifty 200 TRITER · 2.26%Inception · 02-08-2023
NAV
₹14.52
-0.09% · as of 14-10-2026
Since inception
12.33%
CAGR
Benchmark (inception)
13.43%
CAGR
Fund size
₹453 Cr
AUM
Expense ratio
2.26%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +12.33% CAGR vs benchmark +13.43%.
Portfolio
Where the money is invested
Top holdings
MARICO LIMITED NEW EQ RE.13.50%
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-3.42%
LUPIN LIMITED EQ NEW F.V. RS.2/-3.22%
Dr. Reddys Laboratories Ltd3.04%
TITAN COMPANY LIMITED EQ NEW Re.1/-2.91%
JSW STEEL LIMITED EQ NEW FV RE. 1/-2.70%
Nestle India Ltd2.34%
LAURUS LABS LIMITED EQ NEW FV RS. 2/-2.32%
BHARAT FORGE LIMITED EQ NEW FV RS. 2/-2.30%
POLYCAB INDIA LIMITED EQ2.28%
Sector allocation
Healthcare18.64%
Capital Goods17.30%
Financial Services15.97%
Metals & Mining13.62%
Fast Moving Consumer Goods8.77%
Automobile and Auto Components8.42%
Consumer Durables3.49%
Oil, Gas & Consumable Fuels2.45%
Chemicals2.29%
Construction Materials2.22%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.3% p.a.₹10,000
10 years
Projected value
₹23,69,586
Invested: ₹12,00,000
Gained: ₹11,69,586
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Harsha Upadhyaya, Mr. Rohit Tandon & Mr. Abhishek Bisen
Manager since fund inception data not available
ISIN & identifiers
AMFI code
151878
ISIN (Growth)
INF174KA1OI6
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Quantitative funds
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