Sectoral / Thematic · Equity

Kotak Quant Fund

Kotak Mahindra Mutual Fund

Benchmark

Nifty 200 TRI

Riskometer

Very High

Size

₹446 cr

Allotted

2 Aug 2023

Holdings as of

Not on record

Kotak Quant Fund is a sectoral / thematic fund of Kotak Mahindra Mutual Fund with ₹446 cr under management. It is ahead of its benchmark (Nifty 200 TRI) in 2 of 2 periods. Its direct plan charges 1.78% a year. Harsha Upadhyaya has managed it for 3.2 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Kotak Quant Fund beaten its benchmark?

Ahead of its benchmark, Nifty 200 TRI, in 2 of 2 periods in AMFI's figures; −3.32% over the last year against −5.50%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−3.63%	−3.60%	—
3 months	−2.93%	−5.03%	—
6 months	−0.90%	−1.83%	—
1 year	−2.68%	−4.06%	+1.38 pts
3 years	+12.46%	+9.27%	+3.19 pts
5 years	—	+8.00%	—
10 years	—	+12.69%	—
Since start from 8 Aug 2023	+12.81%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty 200 TRI) in 2 of 2 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	−3.32%	−3.95%	−5.50%	+2.18	🔒
3y	+12.47%	+11.99%	+8.78%	+3.69	🔒
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Sectoral / Thematic funds, and how steady the lead is, in the app

Value of 100, month-end

Aug 2023 to 14 Oct 2026

Fund 146Nifty 500 TRI 134

₹100 put in at the start of Aug 2023 would be ₹146 on 14 Oct 2026, against ₹134 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Kotak Quant Fund cost?

1.78% a year on the direct plan, 2.46% on the regular plan; 151 of 174 funds in its category charge less.

Direct plan

1.78% a year

Category median 1.22%

Regular plan

2.46% a year

Category median 2.38%

Gap

0.68 points

for the same holdings

151 of 174 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Scheme - Sectoral/ Thematic

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Kotak Quant Fund?

Harsha Upadhyaya, since 2 Aug 2023; Abhishek Bisen, since 2 Aug 2023; Rohit Tandon, since 22 Jan 2024.

Harsha Upadhyaya

3.2 years

since 2 Aug 2023

Abhishek Bisen

3.2 years

since 2 Aug 2023

Rohit Tandon

2.7 years

since 22 Jan 2024

Benchmark as filedNifty 200 Total Return Index

Exit load

Entry Load - Nil Exit Load: For redemption / switch out within 90 days from the date of allotment:0.5% If units are redeemed or switched out on or after 90 days from the date of allotment -Nil. Units issued on reinvestment of IDCW shall not be subject to entry and exit load.

From 6 Scheme Summary Documents filed with NSE, first on 29 Apr 2026; as on 29 Sep 2026

What does Kotak Quant Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.