- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↑ 0.12%
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 - Direct Plan - Growth Option and its peers as on 21 August, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Quant Fund - Direct Plan - Growth Option | 0.72% | 0.12% | -0.03% | 2.33% | 3.91% | 4.3% | 15.75% | - | - | - |
| SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH | -4.52% | -0.31% | -1.01% | 0.61% | 3.5% | -6.77% | 8.04% | 14.28% | 16.92% | 14.11% |
| SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth | -1.66% | 0.07% | -0.07% | 0.97% | 5.68% | 1.7% | 11.14% | 10.16% | 14.05% | 12.13% |
| SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH | 23.27% | -0.4% | -0.88% | 1.43% | 9.85% | 19.12% | 24.15% | 19.25% | 26.46% | 15.04% |
| SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH | 2.72% | -0.03% | -1.43% | -1.99% | 0.11% | 4.99% | 15.77% | 18.42% | 20.37% | 15.3% |
| SBI COMMA Fund - DIRECT PLAN - Growth | 6.52% | -0.2% | -0.21% | 0.6% | 0.22% | 12.28% | 17.88% | 12.65% | 20.63% | 15.66% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | 19.01% | 4.38% |
Discrete returns (monthly)
| Month | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 2.16% | 1.02% | 0.19% | -3.73% | 2.6% | -12.57% | 7.41% | -0.24% | 2.53% | 1.01% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | -3.1% |
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 % |
|---|---|---|---|
| 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% |
| 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% |
| 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% |
| 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 - Direct Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 21 August, 2026 | 15.594 | 0.12% |
| 20 August, 2026 | 15.576 | 0.25% |
| 19 August, 2026 | 15.537 | -0.53% |
| 18 August, 2026 | 15.62 | -0.16% |
| 17 August, 2026 | 15.645 | 0.29% |
| 14 August, 2026 | 15.599 | -0.72% |
| 13 August, 2026 | 15.712 | -0.2% |
| 12 August, 2026 | 15.743 | 0.34% |
| 11 August, 2026 | 15.689 | -0.24% |
| 10 August, 2026 | 15.726 | -0.04% |
| 7 August, 2026 | 15.732 | -0.03% |
| 6 August, 2026 | 15.737 | 0.32% |
| 5 August, 2026 | 15.687 | 0.6% |
| 4 August, 2026 | 15.593 | 0.28% |
| 3 August, 2026 | 15.549 | 1.32% |
| 31 July, 2026 | 15.346 | 0.7% |
| 30 July, 2026 | 15.24 | -0.22% |
| 29 July, 2026 | 15.273 | 0.61% |
| 28 July, 2026 | 15.181 | -0.14% |
| 27 July, 2026 | 15.203 | 1.04% |
| 24 July, 2026 | 15.046 | -0.21% |
| 23 July, 2026 | 15.077 | -0.78% |
| 22 July, 2026 | 15.196 | -0.28% |
| 21 July, 2026 | 15.239 | 0.36% |
| 20 July, 2026 | 15.185 | 0.48% |
| 17 July, 2026 | 15.113 | -0.32% |
| 16 July, 2026 | 15.161 | 0.05% |
| 15 July, 2026 | 15.154 | 0.18% |
| 14 July, 2026 | 15.127 | -0.34% |
| 13 July, 2026 | 15.178 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Kotak Quant Fund - Direct Plan - Growth Option?
The latest NAV of Kotak Quant Fund - Direct Plan - Growth Option is 15.594 as on 21 August, 2026.What are YTD (year to date) returns of Kotak Quant Fund - Direct Plan - Growth Option?
The YTD (year to date) returns of Kotak Quant Fund - Direct Plan - Growth Option are 0.72% as on 21 August, 2026.What are 1 year returns of Kotak Quant Fund - Direct Plan - Growth Option?
The 1 year returns of Kotak Quant Fund - Direct Plan - Growth Option are 4.3% as on 21 August, 2026.What are 3 year CAGR returns of Kotak Quant Fund - Direct Plan - Growth Option?
The 3 year annualized returns (CAGR) of Kotak Quant Fund - Direct Plan - Growth Option are 15.75% as on 21 August, 2026.