- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↓ -1.29%
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 8 July, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Quant Fund - Direct Plan - Growth Option | -3.18% | -1.29% | -1.34% | 2.44% | 2.94% | 0.06% | - | - | - | - |
| SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH | -6.46% | -2.16% | -1.24% | 4.06% | 2.33% | -8.24% | 8.45% | 13.75% | 15.9% | 14.39% |
| SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth | -4.66% | -2.16% | -0.91% | 4.09% | 2.89% | -2.55% | 10.21% | 10.48% | 12.83% | 12.45% |
| SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH | 17.85% | -1.13% | 0.17% | 6.12% | 20.37% | 14.1% | 25.2% | 17.36% | 25.59% | 14.72% |
| SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH | 1.63% | -1.4% | -2.15% | 0.8% | 7.67% | -1.19% | 17.38% | 18.62% | 18.94% | 15.49% |
| SBI PSU Fund - DIRECT PLAN - GROWTH | 0.08% | -1.65% | -2.54% | -1.76% | -2.19% | 5.02% | 26.54% | 24.06% | 19.63% | 15.07% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | 19.01% | 4.38% |
Discrete returns (monthly)
| Month | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 0.56% | 2.16% | 1.02% | 0.19% | -3.73% | 2.6% | -12.57% | 7.41% | -0.24% | 2.53% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | -5.43% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 94.25% | 0.12% (Arbitrage: 0.00%) | 0.00% | 0.00% | 5.63% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| MARICO LTD. | MARICO (INE196A01026) | Agricultural Food and other Product | 3.66% |
| Dr.Reddy's Laboratories Ltd. | DRREDDY (INE089A01031) | Pharmaceuticals and Biotechnology | 3.59% |
| TITAN COMPANY LTD. | TITAN (INE280A01028) | Consumer Durables | 3.46% |
| BHARTI AIRTEL LTD. | BHARTIARTL (INE397D01024) | Telecom - Services | 3.46% |
| Britannia Industries Ltd. | BRITANNIA (INE216A01030) | Food Products | 3.34% |
| STATE BANK OF INDIA. | SBIN (INE062A01020) | Banks | 3.00% |
| HDFC BANK LTD. | HDFCBANK (INE040A01034) | Banks | 2.80% |
| Hindalco Industries Ltd. | HINDALCO (INE038A01020) | Non - Ferrous Metals | 2.66% |
| TATA CONSUMER PRODUCTS LTD. | TATACONSUM (INE192A01025) | Agricultural Food and other Product | 2.64% |
| Eicher Motors Ltd. | EICHERMOT (INE066A01021) | Automobiles | 2.48% |
| Max Financial Services Ltd | MFSL (INE180A01020) | Insurance | 2.45% |
| APL Apollo Tubes Ltd | APLAPOLLO (INE702C01027) | Industrial Products | 2.41% |
| VEDANTA LTD. | VEDL (INE205A01025) | Diversified Metals | 2.34% |
| NAVIN FLUORINE INTERNATIONAL LTD. | NAVINFLUOR (INE048G01026) | Chemicals and Petrochemicals | 2.29% |
| TVS Motor Company Ltd. | TVSMOTOR (INE494B01023) | Automobiles | 2.25% |
| Hero MotoCorp Ltd. | HEROMOTOCO (INE158A01026) | Automobiles | 2.17% |
| BHARAT PETROLEUM CORPORATION LTD. | BPCL (INE029A01011) | Petroleum Products | 2.08% |
| BAJAJ FINANCE LTD. | BAJFINANCE (INE296A01032) | Finance | 2.06% |
| Mahindra & Mahindra Ltd. | M&M (INE101A01026) | Automobiles | 2.05% |
| SHRIRAM FINANCE LIMITED | SHRIRAMFIN (INE721A01047) | Finance | 1.99% |
| CANARA BANK | CANBK (INE476A01022) | Banks | 1.88% |
| polycab India Limited | POLYCAB (INE455K01017) | Industrial Products | 1.85% |
| Lupin Ltd. | LUPIN (INE326A01037) | Pharmaceuticals and Biotechnology | 1.84% |
| AU SMALL FINANCE BANK LTD. | AUBANK (INE949L01017) | Banks | 1.83% |
| Radico Khaitan Ltd. | RADICO (INE944F01028) | Beverages | 1.83% |
| Laurus Labs Ltd | LAURUSLABS (INE947Q01028) | Pharmaceuticals and Biotechnology | 1.81% |
| JSW Steel Ltd. | JSWSTEEL (INE019A01038) | Ferrous Metals | 1.75% |
| Mahindra & Mahindra Financial Services Ltd. | M&MFIN (INE774D01024) | Finance | 1.72% |
| L&T FINANCE HOLDINGS LTD | LTF (INE498L01015) | Finance | 1.71% |
| Alkem Laboratories Ltd. | ALKEM (INE540L01014) | Pharmaceuticals and Biotechnology | 1.63% |
| MUTHOOT FINANCE LTD. | MUTHOOTFIN (INE414G01012) | Finance | 1.63% |
| ASTER DM HEALTHCARE LTD | ASTERDM (INE914M01019) | Healthcare Services | 1.55% |
| PIRAMAL FINANCE LTD | PIRAMALFIN (INE202B01038) | Finance | 1.47% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | SUNPHARMA (INE044A01036) | Pharmaceuticals and Biotechnology | 1.29% |
| Schaeffler India Ltd | SCHAEFFLER (INE513A01022) | Auto Components | 1.23% |
| HDFC ASSET MANAGEMENT COMPANY LTD. | HDFCAMC (INE127D01025) | Capital Markets | 1.18% |
| BANK OF INDIA | BANKINDIA (INE084A01016) | Banks | 1.11% |
| Siemens Ltd. | SIEMENS (INE003A01024) | Electrical Equipment | 1.07% |
| KEI Industries Ltd. | KEI (INE878B01027) | Industrial Products | 1.00% |
| Coromandel International Limited | COROMANDEL (INE169A01031) | Fertilizers and Agrochemicals | 0.98% |
| Hindustan Zinc Ltd. | HINDZINC (INE267A01025) | Non - Ferrous Metals | 0.90% |
| HINDUSTAN PETROLEUM CORPORATION LTD. | HINDPETRO (INE094A01015) | Petroleum Products | 0.89% |
| Jindal Steel & Power Ltd | JINDALSTEL (INE749A01030) | Ferrous Metals | 0.82% |
| BHARAT FORGE LTD. | BHARATFORG (INE465A01025) | Auto Components | 0.79% |
| HINDUSTAN COPPER LTD. | HINDCOPPER (INE531E01026) | Non - Ferrous Metals | 0.67% |
| National Aluminium Company Ltd. | NATIONALUM (INE139A01034) | Non - Ferrous Metals | 0.67% |
| BIOCON LTD. | BIOCON (INE376G01013) | Pharmaceuticals and Biotechnology | 0.61% |
| INDIAN BANK | INDIANB (INE562A01011) | Banks | 0.58% |
| Ashok Leyland Ltd. | ASHOKLEY (INE208A01029) | Agricultural, Commercial and Constr | 0.55% |
| Timken India Ltd. | TIMKEN (INE325A01013) | Industrial Products | 0.55% |
| Steel Authority of India Ltd. | SAIL (INE114A01011) | Ferrous Metals | 0.53% |
| UNION BANK OF INDIA | UNIONBANK (INE692A01016) | Banks | 0.51% |
| Bosch Limited | BOSCHLTD (INE323A01026) | Auto Components | 0.50% |
| JINDAL STAINLESS LTD | JSL (INE220G01021) | Ferrous Metals | 0.50% |
| GMR AIRPORTS LIMITED | GMRAIRPORT (INE776C01039) | Transport Infrastructure | 0.47% |
| HYUNDAI MOTORS INDIA LTD | HYUNDAI (INE0V6F01027) | Automobiles | 0.39% |
| Larsen & Toubro Infotech Ltd | LTM (INE214T01019) | IT - Software | 0.37% |
| VISHAL MEGA MART LIMITED | VMM (INE01EA01019) | Retailing | 0.36% |
| TVS MOTOR COMPANY LTD. | (INE494B04019) | Automobiles | 0.05% |
Debt
| Name | Rating | Weight % |
|---|---|---|
| Kotak Liquid Direct Growth | Mutual Fund | 0.12% |
Portfolio data is as on date 31 March, 2026
NAV history
Kotak Quant Fund - Direct Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 8 July, 2026 | 14.989 | -1.29% |
| 7 July, 2026 | 15.185 | -0.87% |
| 6 July, 2026 | 15.319 | 0.43% |
| 3 July, 2026 | 15.253 | 0.01% |
| 2 July, 2026 | 15.251 | 0.39% |
| 1 July, 2026 | 15.192 | -0.24% |
| 30 June, 2026 | 15.229 | 0.23% |
| 29 June, 2026 | 15.194 | 0.32% |
| 25 June, 2026 | 15.145 | -0.33% |
| 24 June, 2026 | 15.195 | 0.06% |
| 23 June, 2026 | 15.186 | -0.94% |
| 22 June, 2026 | 15.33 | 0.24% |
| 19 June, 2026 | 15.294 | 0.4% |
| 18 June, 2026 | 15.233 | 0.31% |
| 17 June, 2026 | 15.186 | 0.52% |
| 16 June, 2026 | 15.108 | -0.05% |
| 15 June, 2026 | 15.116 | 1.24% |
| 12 June, 2026 | 14.931 | 2.19% |
| 11 June, 2026 | 14.611 | -0.44% |
| 10 June, 2026 | 14.676 | -0.62% |
| 9 June, 2026 | 14.768 | 0.93% |
| 8 June, 2026 | 14.632 | -1.43% |
| 5 June, 2026 | 14.844 | -0.16% |
| 4 June, 2026 | 14.868 | 0.18% |
| 3 June, 2026 | 14.841 | -0.05% |
| 2 June, 2026 | 14.849 | -0.03% |
| 1 June, 2026 | 14.853 | -1.17% |
| 29 May, 2026 | 15.029 | -1.51% |
| 27 May, 2026 | 15.26 | 0.3% |
| 26 May, 2026 | 15.215 |
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 14.989 as on 8 July, 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 -3.18% as on 8 July, 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 0.06% as on 8 July, 2026.