Kotak Quant IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

Kotak Quant IDCW Reinvest Direct Plan

NAV
₹14.4280
+0.80%
(17 Mar)
AUM
546 Cr
TER
1.16%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+24.5%
+24.5%
+24.5%
+22.4%
+8.1%
3Y
+33.1%
+33.1%
+33.1%
+30.6%
NA
5Y
+27.0%
+27.0%
+27.0%
+25.2%
NA
ALL
+12.1%
+12.1%
+12.1%
+16.1%
+15.0%
VOL
20.0%
20.0%
20.0%
20.1%
15.8%
TER
0.8%
0.8%
0.8%
0.9%
1.2%
AUM
₹6,545 Cr
₹6,545 Cr
₹6,545 Cr
₹1,511 Cr
₹546 Cr
INFO
0.60
0.60
0.60
0.80
0.95
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Quant IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Bharti Airtel Ltd
4.2%
State Bank of India
4.2%
Dr Reddy's Laboratories Ltd
3.6%
Marico Ltd
3.5%
Titan Co Ltd
3.4%
HDFC Bank Ltd
3.3%
Britannia Industries Ltd
3.3%
Max Financial Services Ltd
3.2%
Eicher Motors Ltd
3.2%
Tata Consumer Products Ltd
3.2%
Top industry exposure
Financial Services
31.5%
Consumer Cyclical
18.1%
Basic Materials
14.0%
Consumer Defensive
11.9%
Healthcare
8.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
152%
Lock-in period
-
Exit load
• 0.5% for redemption within 90 days
Fund objective
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.
Fund manager(s)
Harsha Upadhyaya
Abhishek Bisen
Rohit Tandon

FAQs