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: 0.67% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5,000 |
| Minimum Topup: 1,000 |
| Total Assets: 1,075.09 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
91.8288
-0.85 (-0.9298%)
17.06%
Benchmark: 12.39%
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
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 | 15.55 |
| Sharpe Ratio | 0.83 |
| Alpha | 0.55 |
| Beta | 1.07 |
| 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 | -8.94 | 14.88 | 16.17 | 22.9 | 14.94 |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 9.19 | 20.52 | 17.22 | 17.58 | 11.86 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 8.24 | 31.06 | 23.86 | - | - |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 7.84 | 19.4 | 17.24 | - | - |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 7.72 | 22.12 | 22.3 | 27.5 | 13.49 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.23%
Others
14.43%
Large Cap
75.35%
