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 (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 974.66 Cr As on 30-09-2025(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.

86.8554

13.37%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 15.26
Sharpe Ratio 0.59
Alpha -2.37
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 - Regular Plan 01-08-2008 -4.54 16.25 15.12 21.46 14.36
SBI FOCUSED FUND - REGULAR PLAN -GROWTH 01-10-2004 8.99 18.13 16.48 20.33 14.71
HDFC Focused Fund - GROWTH PLAN 05-09-2004 8.94 24.64 23.01 29.19 14.69
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 7.09 26.14 23.54 25.73 15.5
Kotak Focused Fund- Regular plan - Growth Option 05-07-2019 6.4 20.8 17.44 19.9 -
Canara Robeco Focused Fund - Regular Plan - Growth Option 05-05-2021 5.45 21.53 18.59 - -
Axis Focused Fund - Regular Plan - Growth Option 02-05-2012 2.66 16.07 11.5 13.32 12.29
Aditya Birla Sun Life Focused Fund -Growth Option 05-10-2005 2.39 19.0 16.93 18.78 12.75
Union Focused Fund - Regular Plan - Growth Option 05-08-2019 2.35 13.92 13.38 17.33 -
ITI Focused Fund - Regular Plan - Growth 19-06-2023 2.27 21.33 - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.26%

Others

26.78%

Large Cap

62.21%

Mid Cap

3.75%

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