- This fund has grown your money 1.56x in the past 3 years, growth of over 16% CAGR

- Rs 10,000 monthly SIP would have grown Rs 3.7 lakh to Rs 4.16 lakh in 3 years, growth of nearly 7.98% CAGR

- Kotak Quant Fund completes 3 years, growth over 16% CAGR

Kotak Quant Fund has completed 3 years; the CAGR since inception has been over 16%. The Tier-1 benchmark of the fund is Nifty 200 TRI. The fund has beaten Tier-1 benchmark performance of 11.6%, thereby creating an alpha of over 3.6% since inception. The fund has returned over 0.7% in the past 1 year, whereas the benchmark return was -2.19%.

The fund's AUM is Rs 497 crores, (as of June 30, 2026). Abhishek Bisen & Harsha Upadhyaya have been managing the fund since 02/08/2023 & Mr. Rohit Tandon has been managing the fund since 22/01/2024.

The fund selects stocks based on an in-house proprietary quantitative model. The model is tested on 6 parameters: 60 Days, Sharpe, Churn, Quality, Active Share & Rebalance to Rebalance Tests.

During portfolio construction, the fund considers fundamental factors such as Return on Equity (ROE), Return on Asset (ROA), Net Profit Margin (NPM), etc., as well as technical/behavioural factors like Liquidity, Stock price momentum (relative to itself and cross-section), Volatility, etc.

The top 10 stocks as of June 30, 2026