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

Kotak Quant IDCW Reinvest Direct Plan

NAV
₹14.4660
+0.65%
(21 May)
AUM
691 Cr
TER
1.16%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+7.2%
+1.1%
+1.1%
+1.1%
-0.3%
3Y
+36.3%
+37.0%
+37.0%
+37.0%
NA
5Y
+40.4%
+35.8%
+35.8%
+35.8%
NA
ALL
+13.2%
+12.2%
+12.2%
+12.2%
+22.3%
VOL
21.9%
20.4%
20.4%
20.4%
17.3%
TER
1.0%
0.8%
0.8%
0.8%
1.2%
AUM
₹2,392 Cr
₹5,035 Cr
₹5,035 Cr
₹5,035 Cr
₹691 Cr
INFO
0.60
0.60
0.60
0.60
1.29
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 30th Apr
Top holdings
ICICI Bank Ltd
3.9%
HDFC Bank Ltd
3.5%
Apollo Hospitals Enterprise Ltd
3.4%
Bharti Airtel Ltd
3.3%
Coromandel International Ltd
2.8%
Sun Pharmaceuticals Industries Ltd
2.8%
Bajaj Finserv Ltd
2.8%
UltraTech Cement Ltd
2.7%
Britannia Industries Ltd
2.7%
Bajaj Finance Ltd
2.5%
Top industry exposure
Financial Services
29.7%
Healthcare
17.1%
Basic Materials
15.4%
Consumer Cyclical
9.2%
Consumer Defensive
9.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
204%
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