Kotak Quant Fund - Regular (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Kotak Quant Fund - Regular (G) (44204) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Kotak Quant Fund - Regular (G)
Kotak Mahindra Asset Management Company Ltd
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. However, there is no assurance that the objective of the scheme will be achieved .
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Established Team
Quality Score
Below Average
Kotak Quant Fund - Regular (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Management Stability
Fund manager experience
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Fund Size
Assets under management
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 4.65% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 3.97% |
| HDFC Bank Ltd | Banks | 3.93% |
| Britannia Industries Ltd | FMCG | 3.46% |
| Bharti Airtel Ltd | Telecom-Service | 3.34% |
| UltraTech Cement Ltd | Cement | 3.07% |
| Axis Bank Ltd | Banks | 3.05% |
| Titan Company Ltd | Diamond, Gems and Jewellery | 2.97% |
| HDFC Life Insurance Company Ltd | Insurance | 2.94% |
| Page Industries Ltd | Readymade Garments/ Apparells | 2.92% |
| Marico Ltd | FMCG | 2.90% |
Sector Breakdown
Compare against Sectoral / Thematic category average
Performance Summary
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
Kotak Quant Fund - Regular (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1531.82 | 4.17% | 20.90% | -2.29% |
| Aditya Birla SL MNC Fund - (G) | ₹1374.21 | 3.98% | 20.48% | -2.95% |
| Nippon India Banking&Financial Services-Dir(G) | ₹705.66 | -2.23% | 13.57% | 4.61% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹705.66 | -2.23% | 13.57% | 4.61% |
| Nippon India Banking&Financial Services (G) | ₹644.41 | -2.44% | 13.09% | 3.74% |
| Nippon India Banking&Financial Services (Bonus) | ₹644.41 | -2.44% | 13.09% | 3.74% |
| Nippon India Pharma Fund - Direct (G) | ₹572.40 | 2.59% | 13.30% | 0.45% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹572.40 | 2.59% | 13.30% | 0.45% |
| Franklin India Technology Fund - Direct (G) | ₹570.37 | 3.31% | 7.85% | -5.66% |
| ICICI Pru FMCG Fund - Direct (G) | ₹522.74 | 3.11% | 13.18% | -7.36% |
Category Average Returns
Harsha Upadhyaya
A seasoned investment professional with over 2 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.