Quant Flexi Cap Fund - Growth Option - Regular Plan
(Erstwhile Escorts Power & Energy Fund - Growth Option)
Fund House: Quant Mutual Fund| Category: Equity: Flexi Cap |
| Launch Date: 01-09-2008 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.82% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 6,325.55 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - | Exit Load: 1% if redeemed within 15 days of allotment of units on all redemptions/switchouts including STP |
90.5408
0.89 (0.9789%)
14.28%
Benchmark: 12.3%
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
7 Years 11 Months
12 Years 6 Months
12 Years 9 Months
15 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide long-term capital gains by investing predominantly in equity and equity-related instruments of the companies in the Power/Energy Sector.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 17.66 |
| Sharpe Ratio | 0.57 |
| Alpha | 2.57 |
| Beta | 1.11 |
| 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 Flexi Cap Fund - Growth Option - Regular Plan | 01-09-2008 | -0.48 | 24.46 | 17.67 | 37.18 | 18.11 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 08-04-2014 | 20.53 | 34.69 | 21.18 | 22.66 | 12.66 |
| DSP Flexi Cap Fund - Regular Plan - Growth | 29-04-1997 | 15.88 | 25.02 | 15.57 | 22.85 | 13.0 |
| HDFC Flexi Cap Fund - Growth Plan | 01-01-1995 | 15.8 | 28.56 | 22.67 | 31.57 | 14.58 |
| 360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH | 04-06-2023 | 15.13 | - | - | - | - |
| Invesco India Flexi Cap Fund - Growth | 05-02-2022 | 14.82 | 29.27 | 18.31 | - | - |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | 05-05-2013 | 14.46 | 26.72 | 17.61 | 29.99 | 17.01 |
| WhiteOak Capital Flexi Cap Fund Regular Plan-Growth | 05-08-2022 | 13.6 | 26.99 | - | - | - |
| UTI - Flexi Cap Fund-Growth Option | 05-08-2005 | 12.97 | 17.46 | 7.59 | 19.86 | 11.24 |
| Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth | 01-08-2023 | 12.71 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.21%
Others
13.94%
Large Cap
63.89%
Mid Cap
9.94%
