Should I invest in Kotak Quant Fund?

We don't give personal investment advice. Kotak Quant Fund - Regular Plan - Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding.

Kotak

Kotak Quant Fund - Regular Plan - Growth Option

Latest NAV

₹14.9390

As of

17 Jul 2026

722 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.31%	-0.07%	-0.25	123 / 175	Q3
1W	-0.66%	-0.23%	-0.43	141 / 175	Q4
2W	-0.94%	-0.28%	-0.66	162 / 176	Q4
1M	-0.54%	+1.47%	-2.01	155 / 176	Q4
3M	+0.68%	+4.83%	-4.15	148 / 176	Q4
6M	-1.82%	+4.22%	-6.04	135 / 168	Q4
YTD	-2.72%	+2.36%	-5.09	129 / 165	Q4
1Y	+0.45%	+4.18%	-3.73	103 / 155	Q3
2Y	-3.11%	+2.32%	-5.43	94 / 111	Q4
3Y	+14.23%	+13.55%	+0.68	39 / 74	Q3
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+14.53%	+9.09%	+5.44	54 / 176	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-2.72%	+2.99%	-5.71	129 / 164
2025	+3.65%	+1.66%	+1.99	54 / 133
2024	+18.34%	+21.92%	-3.59	52 / 82
2023	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+10.79%

24 windows

min -6.0% · max 59.9%

71% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

—

Insufficient history

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC INNOVATION FUND - REGULAR PLAN - GROWTH OPTION	HDFC	₹11.1190	17 Jul 2026
Nippon India Active Momentum Fund - Regular Plan- Growth Option	Nippon India	₹12.8415	17 Jul 2026
SBI Automotive Opportunities Fund - Regular Plan - Growth	SBI	₹12.2936	17 Jul 2026
Invesco India Business Cycle Fund - Regular Plan - Growth	Invesco	₹14.1900	17 Jul 2026
Bandhan Business Cycle Fund - Regular Plan - Growth	Bandhan	₹9.9190	17 Jul 2026
quant BFSI Fund - Growth Option - Regular Plan	Quant	₹21.0071	17 Jul 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION	Quantum	₹23.1700	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth	Aditya Birla Sun Life	₹64.3300	17 Jul 2026
Motilal Oswal Active Momentum Fund- Regular- Growth	Motilal Oswal	₹13.5060	17 Jul 2026
Mirae Asset Banking and Financial Services Fund Regular Growth	Mirae Asset	₹21.9450	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹14.9390
16 Jul 2026	₹14.9860
15 Jul 2026	₹14.9790
14 Jul 2026	₹14.9530
13 Jul 2026	₹15.0040
10 Jul 2026	₹15.0390
9 Jul 2026	₹14.9230
8 Jul 2026	₹14.8190
7 Jul 2026	₹15.0130
6 Jul 2026	₹15.1460

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Kotak Quant Fund - Regular Plan - Growth Option is ₹14.9390. It's a Sectoral/Thematic Fund from Kotak, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Kotak Quant Fund - Regular Plan - Growth Option has NAV history starting from 08 Aug 2023, a track record of about 2 years 11 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Kotak Quant Fund - Regular Plan - Growth Option is managed by Kotak. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Kotak Quant Fund - Regular Plan - Growth Option has delivered a absolute return of 0.45% — -3.73 pp behind the Sectoral/Thematic Fund category average of 4.18%. The fund ranks #103 of 155 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Kotak Quant Fund - Regular Plan - Growth Option has delivered a CAGR of 14.23% — +0.68 pp ahead of the Sectoral/Thematic Fund category average of 13.55%. The fund ranks #39 of 74 in its category — the third (Q3) quartile.

Kotak Quant Fund - Regular Plan - Growth Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Kotak Quant Fund - Regular Plan - Growth Option exactly 3 years ago would be worth approximately ₹149,062 today — a multiplier of 1.49×, based on the 3-year CAGR of 14.23%. The category average over the same window would have grown ₹1 lakh to ₹146,422.

A ₹10,000 monthly SIP in Kotak Quant Fund - Regular Plan - Growth Option over the last 1 year — total invested ₹120,000 — would be worth ₹119,486 today. That's an XIRR (money-weighted annualised return) of -0.79%.

Kotak Quant Fund - Regular Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (1-year SIP), ₹10,000/month would have grown to ₹119,486 — XIRR -0.79%.

On a 3-year basis, Kotak Quant Fund - Regular Plan - Growth Option ranks #39 out of 74 funds in the Sectoral/Thematic Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 13.55%; this fund delivered 14.23%.

Kotak Quant Fund - Regular Plan - Growth Option doesn't have a computed drawdown figure yet.

Consistency stats for Kotak Quant Fund - Regular Plan - Growth Option need at least 3 years of NAVs to compute. They'll populate automatically once the fund has enough history.

In calendar year 2025, Kotak Quant Fund - Regular Plan - Growth Option returned 3.65% — beating the Sectoral/Thematic Fund category average of 1.66% by 1.99 pp. It ranked #54 of 133 in its category that year.

Kotak Quant Fund - Regular Plan - Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Kotak Quant Fund - Regular Plan - Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

Kotak Quant Fund - Regular Plan - Growth Option

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Peers in Sectoral/Thematic Fund

Recent NAVs

Frequently asked questions

More from Kotak