Equity | Thematic - Quant
3Y Returns
NA
Min SIP
₹500
Min Lumpsum
₹5000
Expense Ratio
1.16%
Fund Size
₹359 Cr
Inception Date
26-Jul-23
Fund Manager
Harsha Upadhyaya
Exit Load
0.50% on or before 90D, Nil after 90D.
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%
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
Scheme Document
https://www.kotakmf.com/Information/forms-and-downloadsAddress
27 BKC, C-27, G Block,Bandra Kurla Complex, Bandra (E),Mumbai - 400 051
Kotak Quant Fund - Direct Plan-Growth
1Y
30.28%
3Y
NA
5Y
NA
Quant Quantamental Fund Direct Plan - Growth
1Y
30.2%
3Y
28.4%
5Y
NA
360 One Quant Fund - Direct Plan - Growth
1Y
33.9%
3Y
24.84%
5Y
NA
Nippon India Quant Fund Direct Plan Growth Plan Growth
1Y
31.58%
3Y
21.74%
5Y
23.09%
Icici Prudential Quant Fund - Direct Plan - Growth
1Y
27.71%
3Y
16.15%
5Y
NA
Tata Quant Fund Direct Plan Growth
1Y
20.42%
3Y
15.44%
5Y
NA
Axis Quant Fund Direct Growth
1Y
23.43%
3Y
15.37%
5Y
NA
Dsp Quant Fund - Dir - Growth
1Y
19.14%
3Y
8.76%
5Y
15.89%
BSE Member code: 58371
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: Sanjeev Johari, 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.