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: 2.22% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 924.73 Cr As on (30-04-2024)
Turn over: - | Exit Load: Exit load of 1%, if redeemed within 15 days.

87.9954

14.73%

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
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 15.26
Sharpe Ratio 1.07
Alpha 4.62
Beta 0.92
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 56.13 30.68 21.04 22.36 19.31
Invesco India Focused Fund - Growth 08-09-2020 66.28 33.55 23.88 - -
Mahindra Manulife Focused Fund - Regular Plan - Growth 01-11-2020 53.17 33.43 25.13 - -
JM Focused Fund (Regular) - Growth Option 05-03-2008 53.16 35.16 23.75 16.12 14.57
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 48.73 32.01 23.35 21.08 15.01
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 43.71 32.67 27.82 20.12 14.16
DSP Focus Fund - Regular Plan - Growth 10-06-2010 43.44 27.48 16.59 15.46 14.04
BARODA BNP PARIBAS Focused Fund - Regular Plan-Growth Option 06-10-2017 42.87 27.15 - - -
360 ONE Focused Equity Fund -Regular Plan - Growth 30-10-2014 40.0 29.87 21.52 21.92 -
Edelweiss Focused Fund - Regular Plan - Growth 26-07-2022 39.74 - - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

22.91%

Large Cap

77.08%

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