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: NIL |
84.171
0.58 (0.6833%)
13.25%
Benchmark: 12.45%
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 realized.
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 | -10.93 | 12.09 | 12.71 | 21.14 | 14.39 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 8.02 | 16.21 | 15.05 | 19.59 | 15.0 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 6.34 | 22.28 | 21.74 | 28.02 | 14.99 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 4.26 | 23.32 | 21.92 | 24.92 | 15.91 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 2.7 | 18.54 | 16.94 | - | - |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 2.28 | 12.77 | 12.54 | 18.07 | - |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 1.81 | 19.4 | 17.09 | 17.26 | 13.13 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 1.25 | 28.36 | 23.29 | - | - |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 1.04 | 11.63 | 11.24 | 17.08 | - |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 0.99 | 16.51 | 14.9 | 20.01 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.78%
Others
25.21%
Large Cap
61.44%
Mid Cap
3.58%
