Quant Large & Mid Cap Fund - Growth Option

(Erstwhile Escorts High Yield Equity Plan - Growth Option)
Fund House: Quant Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 11-12-2006
Asset Class: Equity
Benchmark: NIFTY LARGE MIDCAP 250 TRI
TER: 2.01% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,110.44 Cr As on (31-03-2024)
Turn over: - | Exit Load: Exit load of 1%, if redeemed within 15 days.

114.3441

14.94%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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
7 Years 9 Months
8 Years 5 Months
14 Years 1 Months
17 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to generate current income and long term capital growth from a portfolio substantially consisting of equity and equity related securities. Investments made by the scheme shall be guided by the philosophy of value oriented investing. The emphasis will be on identifying companies with a strong sustainable competitive advantages in good businesses and having sound managements and paying consistent dividends

Current Asset Allocation (%)

Indicators

Standard Deviation 15.45
Sharpe Ratio 1.42
Alpha 9.05
Beta 0.99
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 Large & Mid Cap Fund - Growth Option 11-12-2006 61.87 27.89 30.17 25.39 22.54
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 54.41 28.52 26.16 19.78 16.55
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 53.04 29.36 26.4 - -
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth 30-12-2019 50.25 19.94 24.25 - -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 47.98 22.68 21.62 17.12 16.67
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 47.92 25.09 27.07 20.46 14.86
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 46.41 23.07 23.37 17.66 15.23
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 45.97 21.29 21.39 17.74 -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 45.94 24.45 24.26 18.72 15.31
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 45.51 25.28 27.75 20.72 16.35

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

8.91%

Large Cap

48.75%

Mid Cap

42.34%

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