Quant Mid Cap Fund - Growth Option - Regular Plan
(Erstwhile Escorts Opportunities Fund-Growth)
Fund House: Quant Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 26-02-2001 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.76% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 8,280.12 Cr As on 30-09-2025(Source:AMFI) |
| Turn over: - | Exit Load: For redemptions / switch outs (including SIP/STP) within 3 months from the date of allotment of units, irrespective of the amount of investment: 0.5% No exit load shall be applicable on switches from Regular Plan to Direct Plan and vice versa, under the same scheme. |
214.3915
-0.32 (-0.148%)
13.22%
Benchmark: 17.56%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 11 Months
13 Years 8 Months
16 Years 2 Months
20 Years 3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The primary investment objective of the scheme is to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Mid Cap companies. There is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.86 |
| Sharpe Ratio | 0.63 |
| Alpha | -4.79 |
| Beta | 0.96 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | -5.9 | 15.61 | 16.98 | 27.51 | 17.06 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 13.79 | 32.64 | 27.26 | 28.32 | 18.3 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 9.34 | 27.2 | 25.05 | - | - |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 9.0 | 28.52 | 22.23 | 26.96 | 16.14 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 8.32 | 22.25 | 20.59 | 26.63 | - |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 7.61 | 24.93 | 25.9 | 29.74 | 18.25 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 7.18 | 23.34 | - | - | - |
| Union Midcap Fund - Regular Plan - Growth Option | 23-03-2020 | 6.43 | 21.8 | 19.22 | 25.06 | - |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 6.2 | 24.25 | 21.98 | 27.19 | 18.06 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 6.1 | 27.02 | 24.2 | 27.12 | 15.49 |
Scheme Characteristics
Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
6.37%
Others
20.85%
Large Cap
16.29%
Mid Cap
56.48%
