Quant Focused Fund - IDCW Option - Regular Plan

(Erstwhile Escorts Leading Sectors Fund - Dividend 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

65.4115

11.74%

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 5 Months
13 Years 2 Months
15 Years 1 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 14.85
Sharpe Ratio 0.92
Alpha 4.25
Beta 0.91
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 - IDCW Option - Regular Plan 01-08-2008 -3.19 19.71 21.4 24.45 11.42
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 10.75 27.29 26.86 26.56 14.89
Canara Robeco Focused Fund - Regular Plan - Growth Option 05-05-2021 10.42 21.84 23.08 - -
SBI FOCUSED FUND - REGULAR PLAN -GROWTH 01-10-2004 10.23 20.03 19.97 21.15 14.88
HDFC Focused Fund - GROWTH PLAN 05-09-2004 10.18 26.05 27.6 29.39 14.72
Bandhan Focused Fund - Regular Plan - Growth 16-03-2006 9.93 22.4 22.76 21.02 12.23
Invesco India Focused Fund - Growth 08-09-2020 9.19 34.06 28.56 - -
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 8.53 14.3 14.49 19.65 -
Aditya Birla Sun Life Focused Fund -Growth Option 05-10-2005 8.03 21.1 20.63 21.39 12.8
Old Bridge Focused Fund - Regular Growth 24-01-2024 7.31 - - - -

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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