Kotak Quant Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Kotak Quant Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹490 Cr

Lock In Period

N/A

Expense Ratio

2.42

Exit Load

For redemption / switch out within 90 days from the date of allotment:- 0.5%If units are redeemed or switched out on or after 90 days from the date of allotment - Nil.

Benchmark

Nifty 200 Total Return

Kotak Quant Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.310.438.01
6M0.432.4564.49
1Y8.325.70137.57
3Y15.7313.07202.94

Portfolio Analysis

  • Equity: 95.54%
  • Debt: 4.46%
  • Others
As on: 2026-06-30
View allocation % by

1. SUN PHARMACEUTICAL INDUSTRIES LTD.3.42%
2. Lupin Ltd.3.22%
3. Dr.Reddy's Laboratories Ltd.3.04%
4. Laurus Labs Ltd2.32%
5. BIOCON LTD.1.45%
6. Zydus Lifesciences Ltd.1.20%
7. SAI LIFE SCIENCES LIMITED0.74%
8. Ami Organics Ltd0.64%
9. Alkem Laboratories Ltd.0.36%

1. L&T FINANCE LTD1.95%
2. SHRIRAM FINANCE LIMITED1.92%
3. PIRAMAL FINANCE LTD1.75%
4. BAJAJ FINANCE LTD.0.32%
5. Mahindra & Mahindra Financial Services Ltd.0.25%
6. MUTHOOT FINANCE LTD.0.18%

1. JSW Steel Ltd.2.70%
2. Tata Steel Ltd.1.73%
3. Steel Authority of India Ltd.1.05%

1. polycab India Limited2.28%
2. KEI Industries Ltd.2.03%
3. R R KABEL LTD0.69%

1. Coal India Limited2.15%
2. NMDC Ltd.1.70%
3. VEDANTA LTD.0.77%

1. AU SMALL FINANCE BANK LTD.2.11%
2. FEDERAL BANK LTD.2.00%
3. HDFC BANK LTD.0.44%

1. STATE BANK OF INDIA.1.64%
2. BANK OF MAHARASHTRA1.46%
3. CANARA BANK0.25%
4. BANK OF INDIA0.24%
5. UNION BANK OF INDIA0.21%
6. INDIAN BANK0.21%

1. Eicher Motors Ltd.2.28%
2. Bajaj Auto Ltd.1.14%
3. TVS Motor Company Ltd.0.29%
4. Hero MotoCorp Ltd.0.27%

1. MARICO LTD.3.50%

1. TITAN COMPANY LTD.2.91%

1. Nestle India Ltd.2.34%
2. Britannia Industries Ltd.0.52%

1. Hindalco Industries Ltd.1.40%
2. National Aluminium Company Ltd.0.94%
3. VEDANTA ALUMINIUM METAL LTD0.21%

1. Schaeffler India Ltd1.25%
2. Timken India Ltd.1.22%

1. BHARAT FORGE LTD.2.30%

1. ASTER DM HEALTHCARE LTD2.25%

1. Grasim Industries Ltd.2.22%

1. NAVIN FLUORINE INTERNATIONAL LTD.2.07%

1. Radico Khaitan Ltd.2.05%

1. Siemens Ltd.1.98%

1. AIA Engineering Limited1.76%

1. Cummins India Ltd.1.76%

1. Bharat Heavy Electricals Ltd.1.38%

1. APL Apollo Tubes Ltd1.34%

1. Jindal Steel & Power Ltd1.32%

1. ABB India Ltd.0.87%
2. EMMVEE PHOTOVOLTAIC POWER LIMITED0.44%

1. MTAR TECHNOLOGIES LIMITED0.80%
2. Data Patterns (India) Ltd.0.51%

1. Power Grid Corporation of India Ltd.1.28%
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About Fund Kotak Quant Fund Growth

Kotak Quant Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹490 Crore. The fund benchmarks its performance against the Nifty 200 Total Return while maintaining an expense ratio of 2.42. Under the expert guidance of Harsha Upadhyaya ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Harsha Upadhyaya

Mr. Harsha Upadhyaya is A Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal ’93, Post Graduate Management (Finance) from Indian Institute of Management, Lucknow ’96 and Chartered Financial Analyst from the CFA Institute. He has 16 years of rich experience spread over Equity Research & Fund Management. His prior stints have been with companies such as DSP BlackRock Investment Managers, Prabhudas Lilladher Pvt. Ltd, SG Asia Securities, Reliance Group and UTI Asset Management Co. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Axis Equity Advantage Fund - Series 1 Growth01,191 CR1.32
Kotak Quant Fund Growth0490 CR2.42
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundAxis Equity Advantage Fund - Series 1 Growth39.611154.9973
This FundKotak Quant Fund Growth8.317155.0135
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Kotak Quant Fund Growth FAQs

Kotak Quant Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Quant Fund Growth is 2.42. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Quant Fund Growth’s fund performance is as follows:
  • 1 Month : 3.31%
  • 6 Months : 0.43%
  • 1 Year : 8.32%
  • 3 Years : 15.73%
Returns of Kotak Quant Fund Growth are updated daily based on NAV of ₹ 15.501 as on Aug 11,2026. Since inception, the return has been 55.01%.

You can invest in Kotak Quant Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Quant Fund Growth is ₹490 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Quant Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.