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 (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,052.61 Cr As on 30-05-2025(Source:AMFI)
Turn over: - | Exit Load: NIL

87.413

13.66%

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 realized.

Current Asset Allocation (%)

Indicators

Standard Deviation 16.08
Sharpe Ratio 0.7
Alpha -1.36
Beta 1.02
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 -3.49 19.29 21.06 24.07 14.55
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 10.86 27.17 26.78 26.14 14.91
Canara Robeco Focused Fund - Regular Plan - Growth Option 05-05-2021 10.43 21.77 23.03 - -
HDFC Focused Fund - GROWTH PLAN 05-09-2004 10.29 25.87 27.48 29.13 14.7
Bandhan Focused Fund - Regular Plan - Growth 16-03-2006 9.72 22.19 22.63 20.6 12.21
SBI FOCUSED FUND - REGULAR PLAN -GROWTH 01-10-2004 9.29 19.93 19.84 20.96 14.77
Invesco India Focused Fund - Growth 08-09-2020 9.06 34.01 28.53 - -
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 8.65 14.17 14.4 19.39 -
Aditya Birla Sun Life Focused Fund -Growth Option 05-10-2005 7.74 20.86 20.47 21.12 12.75
Old Bridge Focused Fund - Regular Growth 24-01-2024 7.5 - - - -

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

4.23%

Others

5.65%

Large Cap

70.25%

Mid Cap

3.96%

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