Loading mutual fund details…
Kotak Quant Fund - Direct Plan - Growth Option is an equity scheme managed by Kotak Mahindra Mutual Fund. It has ranked in the top half of its category for 1 of the last 2 reported years. The total expense ratio is 1.42% on assets of ₹507Cr. The fund is currently managed by Mr. Rohit Tandon, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 94% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Healthcare | 3.64% |
| MARICO LIMITED | Consumer Defensive | 3.63% |
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 3.46% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 3.35% |
| LUPIN LIMITED | Healthcare | 2.73% |
| JSW STEEL LIMITED | Basic Materials | 2.64% |
| HDFC BANK LIMITED | Financial Services | 2.53% |
| BHARTI AIRTEL LIMITED | Communication Services | 2.49% |
| HINDALCO INDUSTRIES LIMITED | Basic Materials | 2.42% |
| STATE BANK OF INDIA | Financial Services | 2.29% |
| TATA CONSUMER PRODUCTS LIMITED | Consumer Defensive | 2.26% |
| ASTER DM HEALTHCARE LIMITED | Healthcare | 2.18% |
| BHARAT FORGE LIMITED | Consumer Cyclical | 2.15% |
| NAVIN FLUORINE INTERNATIONAL LTD | Basic Materials | 2.14% |
| EICHER MOTORS LIMITED | Consumer Cyclical | 2.10% |
| ALKEM LABORATORIES LIMITED | Healthcare | 2.10% |
| MAX FINANCIAL SERVICES LIMITED | Financial Services | 1.97% |
| APL APOLLO TUBES LIMITED | Basic Materials | 1.85% |
| POLYCAB INDIA LIMITED | Industrials | 1.81% |
| Shriram Finance Limited | Financial Services | 1.79% |
| BHARAT PETROLEUM CORPORATION LTD. | Energy | 1.78% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 1.78% |
| RADICO KHAITAN LIMITED | Consumer Defensive | 1.77% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 1.75% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 1.70% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 11 | 23.51% |
| Healthcare | 6 | 17.44% |
| Metals & Mining | — | 14.34% |
| Fast Moving Consumer Goods | — | 11.12% |
| Automobile and Auto Components | — | 11.11% |
| Capital Goods | — | 9.67% |
| Chemicals | — | 3.43% |
| Consumer Durables | — | 3.35% |
| Telecommunication | — | 2.49% |
| Oil, Gas & Consumable Fuels | — | 1.78% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -11.67% | -1.68% | 3.75% | 15.83% | 61.76% | 68.1% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 29.2% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.
| 5Y |
|---|
| Star |
|---|
| Axis Quant Fund - Direct Plan - Growth | Axis Mutual Fund | ₹837 Cr | 0.92% | +11.52% | — | 4★ |
| DSP Quant Fund - Direct Plan - Growth | DSP Mutual Fund | ₹785 Cr | 0.55% | +8.84% | +8.05% | 3★ |
| SBI Quant Fund- Direct Plan- Growth | SBI Mutual Fund | ₹3,146 Cr | 0.88% | — | — | 1★ |
| UTI Quant Fund - Direct Plan - Growth Option | UTI Mutual Fund | ₹1,644 Cr | 0.46% | — | — | 2★ |