Compare Kotak Quant Fund vs Quant Quantamental Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹1000
Expense Ratio
1.8
2.12
NAV
₹14.84
₹27.26
Fund Started
12 Jul 2023
13 Apr 2021
Fund Size
₹506.82 Cr
₹1569.13 Cr
Exit Load
Exit load of 0.5%, if redeemed within 90 days
Exit load of 1%, if redeemed within 15 days.
1 Year
1.70%
11.78%
3 Year
-
19.97%
5 Year
-
18.80%
Equity
99.56%
97.57%
Cash
0.46%
-4.28%
Top 10 Holdings
Sun Pharmaceutical Industries Ltd. | 3.64% |
Marico Ltd. | 3.63% |
Dr. Reddy's Laboratories Ltd. | 3.52% |
Britannia Industries Ltd. | 3.46% |
Titan Company Ltd. | 3.35% |
Lupin Ltd. | 2.73% |
JSW Steel Ltd. | 2.64% |
HDFC Bank Ltd. | 2.53% |
Bharti Airtel Ltd. | 2.49% |
Hindalco Industries Ltd. | 2.42% |
Piramal Finance Ltd. | 9.52% |
Adani Enterprises Ltd. | 9.49% |
Adani Green Energy Ltd. | 9.00% |
Tech Mahindra Ltd. | 5.88% |
Kotak Mahindra Bank Ltd. | 5.78% |
PB Fintech Ltd. | 5.67% |
ICICI Bank Ltd. | 5.30% |
Larsen & Toubro Ltd. | 5.03% |
HDFC Life Insurance Co Ltd. | 4.74% |
Aurobindo Pharma Ltd. | 4.73% |
Name
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-
Start Date
-
-
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
