Quant Quantamental Fund - Growth Option - Regular Plan

Fund House: Quant Mutual Fund
Category: Equity: Thematic-Quantitative
Launch Date: 20-04-2021
Asset Class:
Benchmark: NIFTY 200 TRI
TER: 2.04% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5,000
Minimum Topup: 1,000
Total Assets: 1,987.49 Cr As on 30-06-2025(Source:AMFI)
Turn over: - | Exit Load: For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrespective of the amount of investment: 1%

22.4634

20.93%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 200 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnQuant Quantamental Fund - Growth Option -Regular PlanQuant Quantamental Fund - Growth Option - Regular PlanNIFTY 200 TRIEquity: Thematic-QuantitativeGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-20-1001020304050Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

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
2 Years 9 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the Scheme is to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing ‘good investing principles’ such as growth, value and quality within risk constraints.

Current Asset Allocation (%)

Indicators

Standard Deviation 16.01
Sharpe Ratio 1.31
Alpha 5.8
Beta 1.02
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 Quantamental Fund - Growth Option - Regular Plan 20-04-2021 -12.3 17.39 23.44 - -
ICICI Prudential Quant Fund Growth 05-12-2020 0.4 17.41 17.62 - -
Nippon India Quant Fund -Growth Plan - Growth Option 02-02-2005 -0.38 20.33 21.32 22.81 13.46
DSP Quant Fund - Regular Plan - Growth 10-06-2019 -2.09 10.28 10.75 14.75 -
360 ONE QUANT FUND REGULAR GROWTH 29-11-2021 -3.44 25.18 24.79 - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.04%

Others

13.61%

Large Cap

71.65%

Mid Cap

4.8%

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