NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹14.04
-4.83%
NAV as on 17 Jan 25, 12:00 AM
very high risk
equity other
equity
NAV as on 17 Jan 25, 12:00 AM
very high risk
equity other
equity
20.49%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
34.71%p.a.
Since Inception
About Kotak Quant Fund Reinvestment Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Kotak Quant Fund Reinvestment Inc Dist cum Cap Wdrl scheme from Kotak Mahindra Asset Management Co Ltd. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Aug 2023, Kotak Quant Fund Reinvestment Inc Dist cum Cap Wdrl is Equity - Other fund of its category with 847.43 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
- Kotak Quant Fund Reinvestment Inc Dist cum Cap Wdrl delivered 20.5% annual returns during the last year. It has delivered 34.7% average annual returns since the fund was launched.
- Kotak Quant Fund Reinvestment Inc Dist cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund 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. However, there is no assurance that the objective of the scheme will be achieved.
Top 10 Holdings
Sun Pharmaceuticals Industries Ltd
3.78%
ICICI Bank Ltd
3.56%
Bharti Airtel Ltd
3.42%
HDFC Bank Ltd
3.40%
Apollo Hospitals Enterprise Ltd
3.28%
Grasim Industries Ltd
3.18%
HCL Technologies Ltd
3.12%
UltraTech Cement Ltd
3.05%
Divi's Laboratories Ltd
3.00%
Bosch Ltd
2.93%
Fund Managers
- Harsha Upadhyaya (Oct 2023 - Present)
- Abhishek Bisen (Aug 2023 - Present)
- Rohit Tandon (Jan 2024 - Present)
Key Information
View Scheme Document
Kotak Quant Fund Reinvestment Inc Dist cum Cap Wdrl SIP Calculator
If invested
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For a period of
Investment of ₹0 could have been
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Fixed Deposit
NRI Mutual Fund Tax on Kotak Quant Fund Reinvestment Inc Dist cum Cap Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Kotak Quant Fund Reinvestment Inc Dist cum Cap Wdrl?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Quant Fund Reinvestment Inc Dist cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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