myplexus

NFO Monitor

Fund Fact

Name of Funds:

Kotak Quant

Opening:

12th July 2023

Closing:

26th July 2023

Minimum Investment:

Rs. 5000/- and in multiples of Re. 1 for purchases and of Re. 0.01 for switches

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

0.5% of NAV if redeemed/switched out within 90 days from the date of allotment

Fund Stats

Objective:

The scheme shall seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on quant model theme.

Benchmark:

NIFTY 200

Fund Manager:

Harish Krishnan, Abhishek Bisen, Arjun Khanna

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

DSP Quant Fund	10.96(6M)	14.97(1Y)
Nippon India Quant Fund	13.41(6M)	25.88(1Y)

Fund Prognosis

Idea Distiller

Number crunched investment orientation is the norm in the advanced market. And it is getting traction here, in India too.

Fund House AAUM:
Rs. 31237132.93 Lakhs (as on 30th June 2023)
Fund Manager:
Combined experience of above 18 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Perhaps for the aware investor but doesn’t mean that everyone else is not to invest. There has been failures before so watch out.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity of ARN: 14th May 2025 to 23rd May 2028