Quant Active Fund-GROWTH OPTION-Direct Plan
(Erstwhile Escorts Growth Plan-Growth Option-Direct Plan)
Fund House: Quant Mutual Fund| Category: Equity: Multi Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY500 MULTICAP 50:25:25 TRI |
| TER: 0.56% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 9,462.06 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 |
647.3637
-4.82 (-0.7446%)
19.24%
Benchmark: 16.01%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY500 MULTICAP 50:25:25 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
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
1 Years 5 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 | 17.9 |
| Sharpe Ratio | 0.34 |
| Alpha | -3.35 |
| Beta | 1.08 |
| 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-Direct Plan | 01-01-2013 | -10.01 | 17.66 | 13.11 | 31.7 | 18.32 |
| SBI Multicap Fund- Regular Plan- Growth Option | 05-03-2022 | 13.12 | 24.32 | 16.91 | - | - |
| WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 11.07 | - | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 10.89 | 28.99 | 20.44 | - | - |
| LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 9.31 | 24.96 | - | - | - |
| ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 8.31 | 27.09 | 20.0 | 26.33 | 14.42 |
| Canara Robeco Multi Cap Fund - Regular Plan - Growth Option | 08-07-2023 | 7.96 | - | - | - | - |
| Edelweiss Multi Cap Fund - Regular Plan - Growth | 26-10-2023 | 7.91 | - | - | - | - |
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | 7.5 | 24.84 | 18.03 | 24.27 | 13.52 |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | 01-01-2013 | 6.45 | 22.69 | 15.07 | 23.71 | 13.8 |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
25.47%
Others
7.66%
Large Cap
39.74%
Mid Cap
27.13%
