NFO Monitor

Fund Facts

Name of Fund:

Kotak Quant
Opening:

12th July 2023
Closing:

26th July 2023
Scheme Type:

Open Ended Equity Sectoral/ Thematic
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 Road:

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

Nil

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

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

UNIQNESS
RETURN
RISK
OPERABILITY

OOMP 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.

Kotak Quant