Compare Kotak Quant Fund vs Quant Quantamental Fund
Kotak Quant Fund
Quant Quantamental Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹1000
Expense Ratio
2.26
2.94
NAV
₹15.44
₹27.07
Fund Started
12 Jul 2023
13 Apr 2021
Fund Size
₹490.27 Cr
₹1631.96 Cr
Exit Load
Exit load of 0.5%, if redeemed within 90 days
Exit load of 1%, if redeemed within 15 days.
1 Year
2.51%
13.31%
3 Year
13.56%
13.79%
5 Year
-
17.94%
Equity
99.49%
92.11%
Cash
0.51%
0.56%
Top 10 Holdings
Sun Pharmaceutical Industries Ltd. | 3.55% |
Marico Ltd. | 3.43% |
Nestle India Ltd. | 3.27% |
Lupin Ltd. | 3.26% |
Titan Company Ltd. | 3.05% |
Grasim Industries Ltd. | 2.95% |
JSW Steel Ltd. | 2.88% |
The Federal Bank Ltd. | 2.84% |
Laurus Labs Ltd. | 2.76% |
Coal India Ltd. | 2.76% |
Piramal Finance Ltd. | 9.35% |
Adani Green Energy Ltd. | 9.22% |
Adani Enterprises Ltd. | 8.85% |
Tech Mahindra Ltd. | 7.73% |
Bharti Airtel Ltd. | 7.64% |
Aurobindo Pharma Ltd. | 6.47% |
Indus Towers Ltd. | 5.42% |
DLF Ltd. | 5.38% |
Tata Consultancy Services Ltd. | 5.10% |
Adani Power Ltd. | 4.13% |
Name
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Start Date
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Description
The scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on quant model theme.
The scheme seeks to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing good investing principles such as growth, value and quality within risk constraints.
Launch Date
12 Jul 2023
13 Apr 2021
