- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↓ -1.27%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Kotak Quant Fund - Regular Plan - Growth Option and its peers as on 1 September, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Quant Fund - Regular Plan - Growth Option | 0.04% | -1.27% | -0.81% | 1.31% | 4.55% | 4.86% | 15.04% | - | - | - |
| SBI MNC FUND - REGULAR PLAN -GROWTH | 18.36% | -0.65% | 0.39% | 3.16% | 12.3% | 17.7% | 7.88% | 8.46% | 14.49% | 11.28% |
| SBI HEALTHCARE OPPORTUNITIES FUND - REGULAR PLAN -GROWTH | 24.05% | -0.97% | 0.62% | 1.74% | 14.42% | 21.8% | 23.77% | 17.45% | 24.86% | 13.83% |
| SBI COMMA Fund - REGULAR PLAN - Growth | 7.06% | 0.01% | 0.38% | 1.99% | 1.43% | 15.19% | 16.26% | 11.33% | 19.93% | 15.05% |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | -2.73% | -1.03% | -0.99% | -0.66% | 5.03% | 1.5% | 9.62% | 8.35% | 13.01% | 11.07% |
| SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH | 0.35% | 0.1% | -2.14% | -2.9% | -1.18% | 4.27% | 13.61% | 15.95% | 19.39% | 14.37% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | 18.67% | 3.88% |
Discrete returns (monthly)
| Month | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 0.96% | 0.14% | -3.78% | 2.55% | -12.62% | 7.36% | -0.29% | 2.48% | 0.96% | 2.6% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | -3.65% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 99.49% | 0.12% (Arbitrage: 0.00%) | 0.00% | 0.00% | 0.39% |
Equity
| Name | Symbol / ISIN | Sector | Weight % | Other links |
|---|---|---|---|---|
| SUN PHARMACEUTICAL INDUSTRIES LTD. | SUNPHARMA (INE044A01036) | Pharmaceuticals and Biotechnology | 3.55% | |
| MARICO LTD. | MARICO (INE196A01026) | Agricultural Food and other Product | 3.43% | |
| Nestle India Ltd. | NESTLEIND (INE239A01024) | Food Products | 3.27% | |
| Lupin Ltd. | LUPIN (INE326A01037) | Pharmaceuticals and Biotechnology | 3.26% | |
| TITAN COMPANY LTD. | TITAN (INE280A01028) | Consumer Durables | 3.05% | |
| Grasim Industries Ltd. | GRASIM (INE047A01021) | Cement and Cement Products | 2.95% | |
| JSW Steel Ltd. | JSWSTEEL (INE019A01038) | Ferrous Metals | 2.88% | |
| FEDERAL BANK LTD. | FEDERALBNK (INE171A01029) | Banks | 2.84% | |
| Coal India Limited | COALINDIA (INE522F01014) | Consumable Fuels | 2.76% | DCF |
| Laurus Labs Ltd | LAURUSLABS (INE947Q01028) | Pharmaceuticals and Biotechnology | 2.76% | |
| Eicher Motors Ltd. | EICHERMOT (INE066A01021) | Automobiles | 2.68% | |
| Dr.Reddy's Laboratories Ltd. | DRREDDY (INE089A01031) | Pharmaceuticals and Biotechnology | 2.48% | |
| Tata Steel Ltd. | TATASTEEL (INE081A01020) | Ferrous Metals | 2.39% | |
| Cummins India Ltd. | CUMMINSIND (INE298A01020) | Industrial Products | 2.34% | |
| Siemens Ltd. | SIEMENS (INE003A01024) | Electrical Equipment | 2.32% | |
| BHARAT FORGE LTD. | BHARATFORG (INE465A01025) | Auto Components | 2.32% | |
| ASTER DM HEALTHCARE LTD | ASTERDM (INE914M01019) | Healthcare Services | 2.30% | |
| NMDC Ltd. | NMDC (INE584A01023) | Minerals and Mining | 2.28% | |
| Radico Khaitan Ltd. | RADICO (INE944F01028) | Beverages | 2.21% | |
| AU SMALL FINANCE BANK LTD. | AUBANK (INE949L01017) | Banks | 2.20% | |
| polycab India Limited | POLYCAB (INE455K01017) | Industrial Products | 2.20% | |
| AIA Engineering Limited | AIAENG (INE212H01026) | Industrial Products | 2.13% | |
| KEI Industries Ltd. | KEI (INE878B01027) | Industrial Products | 2.05% | |
| NAVIN FLUORINE INTERNATIONAL LTD. | NAVINFLUOR (INE048G01026) | Chemicals and Petrochemicals | 1.94% | |
| L&T FINANCE LTD | LTF (INE498L01015) | Finance | 1.91% | |
| Bharat Heavy Electricals Ltd. | BHEL (INE257A01026) | Electrical Equipment | 1.88% | |
| SHRIRAM FINANCE LIMITED | SHRIRAMFIN (INE721A01047) | Finance | 1.82% | |
| Bajaj Auto Ltd. | BAJAJ-AUTO (INE917I01010) | Automobiles | 1.81% | |
| Power Grid Corporation of India Ltd. | POWERGRID (INE752E01010) | Power | 1.72% | DCF |
| BANK OF MAHARASHTRA | MAHABANK (INE457A01014) | Banks | 1.68% | |
| PIRAMAL FINANCE LTD | PIRAMALFIN (INE202B01038) | Finance | 1.65% | |
| Zydus Lifesciences Ltd. | ZYDUSLIFE (INE010B01027) | Pharmaceuticals and Biotechnology | 1.61% | |
| STATE BANK OF INDIA. | SBIN (INE062A01020) | Banks | 1.51% | DCF |
| BIOCON LTD. | BIOCON (INE376G01013) | Pharmaceuticals and Biotechnology | 1.37% | |
| Jindal Steel & Power Ltd | JINDALSTEL (INE749A01030) | Ferrous Metals | 1.32% | |
| APL Apollo Tubes Ltd | APLAPOLLO (INE702C01027) | Industrial Products | 1.30% | |
| Hindalco Industries Ltd. | HINDALCO (INE038A01020) | Non - Ferrous Metals | 1.29% | |
| ABB India Ltd. | ABB (INE117A01022) | Electrical Equipment | 1.26% | |
| Schaeffler India Ltd | SCHAEFFLER (INE513A01022) | Auto Components | 1.14% | |
| Timken India Ltd. | TIMKEN (INE325A01013) | Industrial Products | 1.09% | |
| SAI LIFE SCIENCES LIMITED | SAILIFE (INE570L01029) | Pharmaceuticals and Biotechnology | 1.04% | |
| R R KABEL LTD | RRKABEL (INE777K01022) | Industrial Products | 1.01% | |
| Steel Authority of India Ltd. | SAIL (INE114A01011) | Ferrous Metals | 0.98% | |
| Hindustan Zinc Ltd. | HINDZINC (INE267A01025) | Non - Ferrous Metals | 0.96% | |
| National Aluminium Company Ltd. | NATIONALUM (INE139A01034) | Non - Ferrous Metals | 0.92% | |
| MTAR TECHNOLOGIES LIMITED | MTARTECH (INE864I01014) | Electrical Equipment | 0.88% | |
| Aditya Birla Sun Life AMC Ltd | ABSLAMC (INE404A01024) | Capital Markets | 0.83% | |
| Amber Enterprises India Ltd | AMBER (INE371P01015) | Consumer Durables | 0.80% | |
| TML COMMERCIAL VEHICLES LIMITED | TMCV (INE1TAE01010) | Agricultural, Commercial and Constr | 0.80% | |
| VEDANTA LTD. | VEDL (INE205A01025) | Diversified Metals | 0.72% | |
| Ami Organics Ltd | ACUTAAS (INE00FF01025) | Pharmaceuticals and Biotechnology | 0.68% | |
| Data Patterns (India) Ltd. | DATAPATTNS (INE0IX101010) | Aerospace and Defense | 0.65% | |
| HINDUSTAN COPPER LTD. | HINDCOPPER (INE531E01026) | Non - Ferrous Metals | 0.62% | |
| Vodafone Idea Ltd | IDEA (INE669E01016) | Telecom - Services | 0.59% | |
| NETWEB TECHNOLOGIES INDIA LTD. | NETWEB (INE0NT901020) | IT - Services | 0.57% | |
| EMMVEE PHOTOVOLTAIC POWER LIMITED | EMMVEE (INE1C6T01020) | Electrical Equipment | 0.49% |
Debt
| Name | Rating | Weight % |
|---|---|---|
| Kotak Liquid Direct Growth | Mutual Fund | 0.12% |
Portfolio data is as on date 31 July, 2026
NAV history
Kotak Quant Fund - Regular Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 1 September, 2026 | 15.363 | -1.27% |
| 31 August, 2026 | 15.56 | 0.19% |
| 28 August, 2026 | 15.531 | 0.12% |
| 27 August, 2026 | 15.512 | -0.06% |
| 26 August, 2026 | 15.522 | 0.22% |
| 25 August, 2026 | 15.488 | 0.4% |
| 24 August, 2026 | 15.426 | 0.14% |
| 21 August, 2026 | 15.404 | 0.11% |
| 20 August, 2026 | 15.387 | 0.25% |
| 19 August, 2026 | 15.348 | -0.53% |
| 18 August, 2026 | 15.43 | -0.17% |
| 17 August, 2026 | 15.456 | 0.29% |
| 14 August, 2026 | 15.411 | -0.72% |
| 13 August, 2026 | 15.523 | -0.2% |
| 12 August, 2026 | 15.554 | 0.34% |
| 11 August, 2026 | 15.501 | -0.23% |
| 10 August, 2026 | 15.537 | -0.05% |
| 7 August, 2026 | 15.544 | -0.04% |
| 6 August, 2026 | 15.55 | 0.32% |
| 5 August, 2026 | 15.5 | 0.6% |
| 4 August, 2026 | 15.408 | 0.29% |
| 3 August, 2026 | 15.364 | 1.31% |
| 31 July, 2026 | 15.165 | 0.7% |
| 30 July, 2026 | 15.06 | -0.22% |
| 29 July, 2026 | 15.093 | 0.6% |
| 28 July, 2026 | 15.003 | -0.15% |
| 27 July, 2026 | 15.025 | 1.04% |
| 24 July, 2026 | 14.87 | -0.21% |
| 23 July, 2026 | 14.901 | -0.79% |
| 22 July, 2026 | 15.019 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Kotak Quant Fund - Regular Plan - Growth Option?
The latest NAV of Kotak Quant Fund - Regular Plan - Growth Option is 15.363 as on 1 September, 2026.What are YTD (year to date) returns of Kotak Quant Fund - Regular Plan - Growth Option?
The YTD (year to date) returns of Kotak Quant Fund - Regular Plan - Growth Option are 0.04% as on 1 September, 2026.What are 1 year returns of Kotak Quant Fund - Regular Plan - Growth Option?
The 1 year returns of Kotak Quant Fund - Regular Plan - Growth Option are 4.86% as on 1 September, 2026.What are 3 year CAGR returns of Kotak Quant Fund - Regular Plan - Growth Option?
The 3 year annualized returns (CAGR) of Kotak Quant Fund - Regular Plan - Growth Option are 15.04% as on 1 September, 2026.What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Kotak Quant Fund - Regular Plan - Growth Option?
Kotak Quant Fund - Regular Plan - Growth Option is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)Holding period Tax rate Less than 1 year (STCG) 20% More than 1 year (LTCG) Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.