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% No exit load shall be applicable on switches from Regular Plan to Direct Plan and vice versa, under the same scheme.

208.0661

13.12%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Midcap 150 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
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 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 achieved.

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 -11.71 12.67 16.21 26.45 16.6
Invesco India Midcap Fund - Growth Option 19-04-2007 10.43 29.61 26.84 27.58 18.17
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 7.44 24.26 24.25 - -
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 6.67 23.56 22.1 27.65 18.02
HDFC Mid Cap Fund - Growth Plan 25-06-2007 5.05 21.98 25.08 29.03 17.86
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 4.11 26.84 23.84 28.98 17.83
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 3.98 19.89 18.28 25.07 -
ICICI Prudential MidCap Fund - Growth 10-10-2004 3.98 24.22 21.22 25.99 15.44
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 3.75 21.71 - - -
HSBC Midcap Fund - Regular Growth 09-08-2004 3.72 25.35 24.24 23.93 16.16

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

6.59%

Others

18.78%

Large Cap

15.44%

Mid Cap

59.18%

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