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 (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 10,204.01 Cr As on (31-05-2024)
Turn over: - | Exit Load: Exit load of 1%, if redeemed within 15 days.

706.0063

20.07%

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 15.95
Sharpe Ratio 1.07
Alpha 4.39
Beta 1.05
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 54.85 38.45 25.72 31.21 21.63
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 61.12 - - - -
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 59.81 44.2 - - -
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 56.4 40.58 18.88 18.06 -
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 53.35 44.46 32.14 23.72 16.96
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 52.85 38.35 - - -
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 51.92 - - - -
HDFC Multi Cap Fund - Growth Option 07-12-2021 51.06 42.23 - - -
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 49.98 - - - -
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 49.48 36.86 23.61 25.23 -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

25.95%

Others

11.6%

Large Cap

37.5%

Mid Cap

24.95%

Feedback
Notification