Quant Focused Fund - Growth Option - Regular Plan
(Erstwhile Escorts Leading Sectors Fund - Growth Option)
Fund House: Quant Mutual Fund| Category: Equity: Focused |
| Launch Date: 01-08-2008 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.19% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,027.88 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
83.5017
-1 (-1.202%)
13.46%
Benchmark: 12.54%
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
6 Years 3 Months
12 Years 5 Months
12 Years 9 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide capital appreciation by investing in companies from Leading Sectors, depending upon their growth prospects and sustainability of future earnings growth. A Leading sector shall be the one that is growing at a rate higher than the nominal GDP of the economy.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.53 |
| Sharpe Ratio | 0.49 |
| Alpha | -1.96 |
| Beta | 1.04 |
| 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 - Regular Plan | 01-08-2008 | -2.44 | 21.52 | 16.47 | 24.89 | 14.16 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 15.96 | 27.92 | 25.77 | 32.48 | 14.37 |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 14.69 | 23.04 | 20.02 | 22.13 | 11.64 |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 13.73 | 22.45 | 20.26 | - | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 13.65 | 29.35 | 24.82 | 28.11 | 14.3 |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 13.55 | 15.15 | 12.8 | 22.97 | - |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 12.86 | 22.29 | 18.39 | 23.25 | 12.44 |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 12.65 | 25.87 | 21.18 | 23.58 | 11.85 |
| Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 12.56 | - | - | - | - |
| Invesco India Focused Fund - Growth | 08-09-2020 | 12.29 | 36.46 | 25.57 | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.93%
Others
20.69%
Large Cap
71.53%
Mid Cap
3.86%
