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)

₹451 Cr

Lock In Period

N/A

Expense Ratio

2.26

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

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-3.44-1.008.60
6M-5.191.0564.49
1Y-7.722.47137.57
3Y11.8711.80202.94

Portfolio Analysis

  • Equity: 98.48%
  • Debt: 1.51%
  • Others
As on: 2026-09-30
View allocation % by

1. Laurus Labs Ltd2.91%
2. Divis Laboratories Ltd.1.91%
3. SAI LIFE SCIENCES LIMITED1.77%
4. Gland Pharma Limited1.66%
5. Ami Organics Ltd1.43%
6. SUN PHARMACEUTICAL INDUSTRIES LTD.1.19%
7. Granules India Ltd.1.08%
8. Lupin Ltd.1.01%
9. Dr.Reddy's Laboratories Ltd.0.98%
10. NEULAND LABORATORIES LTD.0.76%
11. Zydus Lifesciences Ltd.0.61%
12. BIOCON LTD.0.44%

1. Bajaj Auto Ltd.3.01%
2. TVS Motor Company Ltd.2.26%
3. Eicher Motors Ltd.0.90%

1. Oracle Financial Services Software Ltd1.83%
2. TATA TECHNOLOGIES LTD1.54%
3. Coforge Limited1.35%

1. Bosch Limited1.98%
2. Sundaram Fasteners Ltd.1.63%

1. Apollo Hospitals Enterprise Ltd.2.79%
2. ASTER DM HEALTHCARE LTD0.72%

1. Nestle India Ltd.3.46%

1. ACME SOLAR HOLDINGS LTD.1.60%
2. GE VERNOVA T&D INDIA LIMITED1.12%
3. Power Grid Corporation of India Ltd.0.58%

1. Gujarat Fluorochemicals Ltd.1.81%
2. Apar Industries Ltd.1.23%

1. PIRAMAL FINANCE LTD1.75%
2. SHRIRAM FINANCE LIMITED0.63%
3. L&T FINANCE LTD0.60%

1. ADANI POWER LTD1.55%
2. Adani Green Energy Ltd.1.43%

1. R R KABEL LTD1.56%
2. polycab India Limited0.71%
3. KEI Industries Ltd.0.67%

1. Radico Khaitan Ltd.2.84%

1. MTAR TECHNOLOGIES LIMITED1.45%
2. Data Patterns (India) Ltd.1.30%

1. Sona BLW Precision Forgings Ltd1.97%
2. BHARAT FORGE LTD.0.75%

1. Adani Enterprises Ltd1.37%
2. Redington (India) Ltd.1.14%

1. NAVIN FLUORINE INTERNATIONAL LTD.2.28%

1. PNB HOUSING FINANCE LTD.1.99%

1. JSW Steel Ltd.1.04%
2. Tata Steel Ltd.0.85%
3. Steel Authority of India Ltd.0.08%

1. Coal India Limited1.04%
2. NMDC Ltd.0.75%
3. VEDANTA LTD.0.10%

1. Thermax Ltd.1.73%

1. FEDERAL BANK LTD.0.92%
2. AU SMALL FINANCE BANK LTD.0.78%

1. Welspun Corp Limited0.99%
2. APL Apollo Tubes Ltd0.57%

1. BSE LTD1.46%

1. Cummins India Ltd.0.74%
2. Kirloskar Oil Engines Ltd.0.72%

1. HIMADRI SPECIALITY CHEMICAL LTD.1.45%

1. ADITYA INFOTECH LIMITED1.42%

1. Vodafone Idea Ltd1.40%

1. AEGIS VOPAK TERMINALS LTD1.34%

1. Bharat Heavy Electricals Ltd.0.70%
2. TD POWER SYSTEMS LTD.0.48%

1. BANK OF MAHARASHTRA0.62%
2. STATE BANK OF INDIA.0.52%

1. SYRMA SGS TECHNOLOGY LTD1.14%

1. MARICO LTD.1.14%

1. Schneider Electric Infrastructure Ltd0.59%
2. ABB India Ltd.0.43%
3. EMMVEE PHOTOVOLTAIC POWER LIMITED0.07%

1. Grasim Industries Ltd.1.07%

1. TITAN COMPANY LTD.1.05%
No Data Found
No Data Found

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 ₹451 Crore. The fund benchmarks its performance against the Nifty 200 Total Return while maintaining an expense ratio of 2.26. 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

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 2.26. 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 : -3.44%
  • 6 Months : -5.19%
  • 1 Year : -7.72%
  • 3 Years : 11.87%
Returns of Kotak Quant Fund Growth are updated daily based on NAV of ₹ 14 as on Oct 30,2026. Since inception, the return has been 40.00%.

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 ₹451 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.
  • Daily Research Calls
  • ₹0 AMC for First Year
  • Dedicated RM Support
Open a Free Demat Account
+ Free 1st Year AMC