Quant Active Fund-GROWTH OPTION - Regular Plan

(Erstwhile Escorts Growth Plan-Growth Option)
Fund House: Quant Mutual Fund
Category: Equity: Multi Cap
Launch Date: 21-03-2001
Asset Class: Equity
Benchmark: Nifty 500 Multicap 50:25:25 TRI
TER: 1.72% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 9,790.64 Cr As on (30-04-2024)
Turn over: - | Exit Load: Exit load of 1%, if redeemed within 15 days.

686.8389

20.01%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

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 8 Months
4 Years 5 Months
4 Years 11 Months
6 Years 9 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims at providing long term capital appreciation and generating income with a diversified equity portfolio with growth potential.

Current Asset Allocation (%)

Indicators

Standard Deviation 16.44
Sharpe Ratio 1.23
Alpha 4.97
Beta 1.06
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 Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 56.52 32.48 25.02 29.96 22.15
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 60.9 - - - -
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 58.83 39.3 - - -
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 57.15 35.93 17.61 16.91 -
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 54.46 40.13 31.99 21.92 17.02
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 53.6 31.47 24.32 24.28 -
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 51.96 - - - -
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 50.1 32.32 - - -
HDFC Multi Cap Fund - Growth Option 07-12-2021 49.15 37.18 - - -
ICICI Prudential Multicap Fund - Growth 01-10-1994 48.29 32.87 22.74 19.14 16.09

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

25.49%

Others

12.04%

Large Cap

37.68%

Mid Cap

24.8%

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