
Kotak Quant Fund(G)-Direct Plan
+12.98%
3Y annualised
+12.98%
3Y annualised
+0.84% 1D
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Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 17 Sep 2026
₹15.03
Min. SIP amount
₹500
Fund size (AUM)
496 Cr
Expense ratio
1.16%
Launched on
02 Aug 2023
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 17 Sep 2026
₹15.03
Min. SIP amount
₹500
Fund size (AUM)
496 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
44.40%
Mid Cap
39.83%
Small Cap
15.24%
Others
0.53%
Sector Allocation
Healthcare
17.21%
Automobile & Ancillaries
12.85%
Iron & Steel
9.18%
Bank
8.18%
Capital Goods
7.42%
Finance
6.44%
Fmcg
6.30%
Electricals
5.61%
Others
26.28%
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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