Kotak Quant Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation17.4%
Sharpe Ratio-0.49
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
ICICI Bank LtdFinancial Services3.85%
HDFC Bank LtdFinancial Services3.80%
Apollo Hospitals Enterprise LtdServices3.58%
Bharti Airtel LtdServices3.32%
Bajaj Finserv LtdFinancial Services3.04%
JSW Steel LtdCapital Goods3.04%
UltraTech Cement LtdCapital Goods2.96%
Bajaj Finance LtdFinancial Services2.92%
Marico LtdConsumers2.84%
United Breweries LtdConsumers2.75%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.66%
Exit Load0.5
Regulatory & Tax Information
INF174KA1OI6
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)