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

Kotak Quant IDCW Reinvest Direct Plan

NAV
₹15.3840
+0.15%
(14 Nov)
AUM
579 Cr
TER
1.16%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+11.9%
+11.9%
+11.9%
+11.6%
+5.7%
3Y
+31.2%
+31.2%
+31.2%
+30.9%
NA
5Y
+33.0%
+33.0%
+33.0%
+31.5%
NA
ALL
+12.3%
+12.3%
+12.3%
+16.9%
+20.7%
VOL
20.1%
20.1%
20.1%
20.1%
15.9%
TER
0.8%
0.8%
0.8%
0.9%
1.2%
AUM
₹5,714 Cr
₹5,714 Cr
₹5,714 Cr
₹1,466 Cr
₹579 Cr
INFO
0.61
0.61
0.61
0.84
1.30
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 31st Oct
Top holdings
HDFC Bank Ltd
4.2%
State Bank of India
4.0%
Bharti Airtel Ltd
3.9%
Marico Ltd
3.6%
Britannia Industries Ltd
3.5%
Dr Reddy's Laboratories Ltd
3.5%
UltraTech Cement Ltd
3.5%
JSW Steel Ltd
3.4%
Bosch Ltd
3.2%
Eicher Motors Ltd
3.1%
Top industry exposure
Financial Services
22.1%
Basic Materials
19.5%
Consumer Cyclical
16.5%
Healthcare
16.1%
Consumer Defensive
9.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
179%
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