Quant Focused Fund - Growth Option - Regular Plan
(Erstwhile Escorts Leading Sectors Fund - Growth Option)
Fund House: Quant Mutual Fund| Category: Equity: Focused |
| Launch Date: 01-08-2008 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.21% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,015.63 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: - | Exit Load: 1% if redeemed within 15 days of allotment of units on all redemptions/switchouts including STP |
81.7696
-0.12 (-0.1439%)
13.38%
Benchmark: 12.44%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 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
6 Years 3 Months
12 Years 5 Months
12 Years 9 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide capital appreciation by investing in companies from Leading Sectors, depending upon their growth prospects and sustainability of future earnings growth. A Leading sector shall be the one that is growing at a rate higher than the nominal GDP of the economy.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.52 |
| Sharpe Ratio | 0.41 |
| Alpha | -0.5 |
| Beta | 1.03 |
| 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 Focused Fund - Growth Option - Regular Plan | 01-08-2008 | -4.66 | 21.87 | 13.23 | 25.04 | 13.93 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 18.18 | 29.14 | 23.23 | 30.86 | 14.23 |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 17.6 | 28.42 | 17.9 | 22.89 | 11.93 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 16.01 | 30.22 | 21.66 | 28.32 | 14.17 |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 14.32 | 26.19 | 16.15 | 22.17 | 11.57 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 13.82 | 38.12 | 21.47 | - | - |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 13.45 | 21.6 | 12.86 | 21.62 | 13.86 |
| Edelweiss Focused Fund - Regular Plan - Growth | 26-07-2022 | 12.24 | 24.46 | - | - | - |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 12.22 | 23.48 | 16.72 | - | - |
| Nippon India Focused Equity Fund -Growth Plan -Growth Option | 26-12-2006 | 11.24 | 21.46 | 13.92 | 26.37 | 13.25 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.06%
Others
16.71%
Large Cap
75.03%
Mid Cap
4.2%
