Quant Mid Cap Fund - Growth Option - Regular Plan
(Erstwhile Escorts Opportunities Fund-Growth)
Fund House: Quant Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 26-02-2001 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.76% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 8,334.81 Cr As on 29-08-2025(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. |
210.7291
1.14 (0.5413%)
13.21%
Benchmark: 17.58%
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
3 Years 11 Months
13 Years 8 Months
16 Years 2 Months
20 Years 3 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 | 16.86 |
| Sharpe Ratio | 0.64 |
| Alpha | -3.74 |
| Beta | 0.95 |
| 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 - Regular Plan | 26-02-2001 | -14.6 | 12.84 | 15.3 | 27.33 | 16.9 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 7.2 | 29.02 | 26.25 | 27.36 | 18.53 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 3.59 | 23.98 | 24.26 | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 1.3 | 26.12 | 22.63 | 28.38 | 18.29 |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 1.07 | 22.33 | 20.16 | 26.82 | 18.33 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 1.04 | 21.69 | 23.91 | 28.37 | 18.16 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 0.85 | 23.63 | 20.39 | 25.74 | 15.79 |
| PGIM India Midcap Fund - Regular Plan - Growth Option | 05-12-2013 | 0.5 | 15.42 | 12.35 | 23.83 | 15.81 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 0.4 | 21.41 | - | - | - |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 0.27 | 22.83 | 23.28 | 28.62 | 18.27 |
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
6.59%
Others
18.78%
Large Cap
15.44%
Mid Cap
59.18%
