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: 1.75% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 8,818.53 Cr As on 30-04-2025(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.

215.6078

13.5%

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 scheme seeks to generate long-term capital appreciation and aims to outperform plain vanilla diversified equity funds by dynamically moving investments across sectors.

Current Asset Allocation (%)

Indicators

Standard Deviation 18.23
Sharpe Ratio 0.7
Alpha -2.27
Beta 0.96
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 -7.79 27.65 21.84 33.85 16.56
Invesco India Midcap Fund - Growth Option 19-04-2007 18.84 33.58 27.92 31.66 17.18
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 17.39 35.61 31.93 38.38 17.49
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 15.62 32.82 27.45 34.46 17.57
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 12.79 31.59 - - -
Franklin India Prima Fund-Growth 01-12-1993 12.0 30.37 26.68 30.08 15.01
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 10.93 31.9 26.92 31.35 14.92
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 10.77 31.54 29.27 34.95 17.37
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 10.76 32.68 27.97 35.34 17.36
Kotak Emerging Equity Scheme - Growth 30-03-2007 10.0 27.38 23.05 32.3 17.2

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

Others

14.97%

Large Cap

17.16%

Mid Cap

67.87%

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