Quant Focused Fund - Growth Option-Direct Plan
(Erstwhile Escorts Leading Sectors Fund - Growth Option-Direct Plan)
Fund House: Quant Mutual Fund| Category: Equity: Focused |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 0.68% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,052.61 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
96.5309
-0.37 (-0.3881%)
17.67%
Benchmark: 12.6%
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
2 Years 0 Months
7 Years 12 Months
8 Years 4 Months
11 Years 6 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a focused portfolio of Large Cap – ‘blue chip’ – companies. There is no assurance that the investment objective of the Scheme will be realized.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.11 |
| Sharpe Ratio | 0.8 |
| Alpha | 0.19 |
| 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-Direct Plan | 01-01-2013 | -2.82 | 20.66 | 22.86 | 25.96 | 15.8 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 9.94 | 27.01 | 26.67 | 25.93 | 14.85 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 9.56 | 21.53 | 22.89 | - | - |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 9.24 | 19.81 | 19.77 | 20.82 | 14.71 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 9.21 | 25.59 | 27.32 | 28.87 | 14.6 |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 8.54 | 21.96 | 22.49 | 20.38 | 12.14 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 8.25 | 33.75 | 28.43 | - | - |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 7.73 | 14.09 | 14.37 | 19.17 | - |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 7.02 | - | - | - | - |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 6.88 | 20.55 | 20.4 | 20.94 | 12.71 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.23%
Others
5.65%
Large Cap
70.25%
Mid Cap
3.96%
