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: 2.18% As on (30-06-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,055.55 Cr As on (30-06-2024) |
| Turn over: - | Exit Load: Exit load of 1%, if redeemed within 15 days. |
93.4979
0.24 (0.2579%)
15.0%
Benchmark: 12.89%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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 | 14.77 |
| Sharpe Ratio | 1.0 |
| Alpha | 3.32 |
| Beta | 0.93 |
| 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 | 46.26 | 33.15 | 22.46 | 24.65 | 18.94 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 61.61 | 35.48 | 22.8 | - | - |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | 01-11-2020 | 50.77 | 35.6 | 25.09 | - | - |
| JM Focused Fund (Regular) - Growth Option | 05-03-2008 | 46.95 | 34.05 | 24.07 | 19.4 | 14.9 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 44.94 | 33.63 | 24.17 | 23.78 | 15.29 |
| ITI Focused Equity Fund - Regular Plan - Growth | 19-06-2023 | 43.9 | - | - | - | - |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 41.83 | 33.75 | 28.02 | 23.01 | 14.62 |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 38.93 | 28.33 | 16.13 | 18.43 | 13.97 |
| 360 ONE Focused Equity Fund -Regular Plan - Growth | 30-10-2014 | 38.21 | 31.06 | 20.17 | 24.57 | - |
| BARODA BNP PARIBAS Focused Fund - Regular Plan-Growth Option | 06-10-2017 | 37.34 | 27.22 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
0.43%
Others
16.97%
Large Cap
75.66%
Mid Cap
6.92%
