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: 2.21% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 981.61 Cr As on 29-08-2025(Source:AMFI) |
| Turn over: - | Exit Load: For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrespective of the amount of investment: 1% No exit load shall be applicable on switches from Regular Plan to Direct Plan and vice versa, under the same scheme. |
85.3851
-0.05 (-0.06%)
13.28%
Benchmark: 12.44%
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 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 achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.33 |
| Sharpe Ratio | 0.51 |
| Alpha | -2.06 |
| Beta | 1.06 |
| 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 | -6.76 | 14.84 | 14.61 | 20.7 | 14.16 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 8.49 | 23.78 | 22.58 | 28.84 | 14.78 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 7.5 | 16.71 | 15.5 | 19.76 | 14.71 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 5.89 | 24.74 | 23.05 | 25.04 | 15.44 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 5.18 | 19.41 | 16.99 | 19.73 | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 5.0 | 20.74 | - | - | - |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 4.71 | 19.44 | 17.74 | - | - |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 3.72 | 13.23 | 13.5 | 17.38 | - |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 2.74 | 20.26 | 18.24 | 16.89 | 12.79 |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 1.98 | 12.15 | 12.13 | 16.34 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.93%
Others
26.07%
Large Cap
59.96%
Mid Cap
4.02%
