Kotak Quant Fund - Direct Plan - Growth
code 151881 Sectoral/Thematic direct plan · growth NAVs 2023-08-08 to 2026-11-09
Growth of ₹10,000
From 2023-08-08. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | from → to |
|---|---|---|
| 1M | 0.62% | 2026-10-09 → 2026-11-09 |
| 3M | -6.73% | 2026-08-07 → 2026-11-09 |
| 6M | -4.10% | 2026-05-08 → 2026-11-09 |
| 1Y | -3.94% | 2025-11-07 → 2026-11-09 |
| 3Y | 11.33% | 2023-11-09 → 2026-11-09 |
| 5Y | - | |
| 7Y | - | |
| 10Y | - | |
| since inception | 12.42% | 2023-08-08 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year.
Calendar years
| year | 2024 | 2025 |
|---|---|---|
| fund | 19.00% | 4.44% |
Rolling returns
| length | periods | average | median | worst | best | % positive |
|---|---|---|---|---|---|---|
| 1 year | 556 | 9.46% | 3.31% | -12.09% | 61.41% | 68% |
| 3 years | 63 | 13.59% | 13.28% | 10.10% | 16.23% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | |
|---|---|
| CAGR | 11.90% |
| volatility | 17.89% |
| max drawdown | -22.32% |
| downside deviation | 12.04% |
| Sharpe ratio | 0.39 |
| Sortino ratio | 0.58 |
| Calmar ratio | 0.53 |
Sector/theme fund: not ranked. Compare with its benchmark above.