
Kotak Quant Fund(G)-Direct Plan
+11.30%
3Y annualised
+11.30%
3Y annualised
-0.14% 1D
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Buy, Hold or Sell?
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NAV : 13 Nov 2026
₹14.85
Min. SIP amount
₹500
Fund size (AUM)
425 Cr
Expense ratio
1.16%
Launched on
02 Aug 2023
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 13 Nov 2026
₹14.85
Min. SIP amount
₹500
Fund size (AUM)
425 Cr
Expense ratio
1.16%
Launched on
02 Aug 2023
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
28.18%
Mid Cap
24.79%
Small Cap
46.51%
Others
0.52%
Sector Allocation
Healthcare
20.62%
Automobile & Ancillaries
17.56%
Capital Goods
11.05%
It
6.88%
Power
6.67%
Chemicals
6.50%
Finance
6.47%
Electricals
4.06%
Others
19.67%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.50% on or before 90D, Nil after 90D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Harsha Upadhyaya
Present
Rohit Tandon
Present
Abhishek Bisen
Present
Similar/Peer Fund Comparison
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FAQs
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