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Kotak Quant Fund - Regular Plan-Growth

Equity | Thematic - Quant

(NAV as of 23/02/2024)
13.84 (-0.07)

3Y Returns

NA

Min SIP

500

Min Lumpsum

5000

Expense Ratio

1.26%

Fund Size

359 Cr

Inception Date

26-Jul-23

Fund Manager

Harsha Upadhyaya

Exit Load

0.50% on or before 90D, Nil after 90D.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

99.45%

Debt & Others

0.55%

Market Cap Allocation

Large Cap

58.83%

Mid Cap

40.62%

Small Cap

0.00%

Other Cap

0.55%

Sector Allocation

Automobiles

13.80%

Power

11.15%

Finance

10.47%

Cash/Deposits/Margins/Treps/Repo/Swaps

9.80%

Industrial Products

9.13%

Top Ten Holdings

Triparty Repo

19.75%

M.R.F. Ltd

4.32%

Larsen & Toubro Ltd

4.19%

Indian Oil Corporation Ltd

4.01%

Power Grid Corporation Of India Ltd

3.71%

Investment 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.

Fund House Detail

AMC Name

Kotak Mahindra Asset Management Company Limited

Address

27 BKC, C-27, G Block,Bandra Kurla Complex, Bandra (E),Mumbai - 400 051

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.