Quant Mid Cap Fund - Growth Option - Direct Plan
(Erstwhile Escorts Opportunities Fund-Growth Option-Direct Plan)
Fund House: Quant Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 0.7% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 8,899.07 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: - | Exit Load: For redemptions / switch outs (including SIP/STP) within 3 months from the date of allotment of units, irrespective of the amount of investment: 0.50% If units are redeemed or switched out (including SIP/STP) on or after 3 months from the date of allotment of units, irrespective of the amount of investment : Nil. |
228.6161
-2.91 (-1.2721%)
17.21%
Benchmark: 17.41%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 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
0 Years 0 Months
1 Years 8 Months
4 Years 4 Months
8 Years 4 Months
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 portfolio of Mid Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.57 |
| Sharpe Ratio | 0.95 |
| Alpha | -1.29 |
| 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 Mid Cap Fund - Growth Option - Direct Plan | 01-01-2013 | -16.42 | 15.41 | 18.25 | 28.52 | 17.45 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 9.22 | 30.16 | 26.92 | 27.12 | 17.95 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 2.7 | 24.33 | - | - | - |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 1.09 | 22.06 | 24.92 | 27.69 | 17.6 |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 1.08 | 22.41 | 20.91 | 26.49 | 17.82 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 0.5 | 30.66 | 28.0 | 32.27 | 17.52 |
| PGIM India Midcap Fund - Regular Plan - Growth Option | 05-12-2013 | 0.48 | 16.45 | 13.27 | 23.98 | 15.18 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 0.02 | 26.33 | 23.44 | 28.02 | 17.53 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | -0.01 | 24.39 | 21.0 | 24.89 | 15.17 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | -0.35 | 21.31 | - | - | - |
Scheme Characteristics
Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
6.63%
Others
15.0%
Large Cap
15.19%
Mid Cap
63.21%
