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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 · 1.80%Inception · 02-08-2023
NAV
₹14.98
+0.17% · as of 15-07-2026
Since inception
14.66%
CAGR
Benchmark (inception)
13.87%
CAGR
Fund size
₹498 Cr
AUM
Expense ratio
1.80%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +14.66% CAGR vs benchmark +13.87%.
Portfolio
Where the money is invested
Top holdings
MARICO LIMITED NEW EQ RE.13.81%
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-3.58%
Dr. Reddys Laboratories Ltd3.43%
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 13.11%
TITAN COMPANY LIMITED EQ NEW Re.1/-3.07%
LUPIN LIMITED EQ NEW F.V. RS.2/-2.65%
JSW STEEL LIMITED EQ NEW FV RE. 1/-2.64%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-2.59%
HDFC BANK LIMITED EQ NEW FV RE. 1/-2.41%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-2.39%
Sector allocation
Financial Services22.81%
Healthcare17.92%
Metals & Mining14.80%
Fast Moving Consumer Goods11.02%
Automobile and Auto Components10.91%
Capital Goods9.96%
Chemicals3.34%
Consumer Durables3.07%
Telecommunication2.39%
Oil, Gas & Consumable Fuels1.74%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.7% p.a.₹10,000
10 years
Projected value
₹27,28,896
Invested: ₹12,00,000
Gained: ₹15,28,896
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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