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 (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 7,952.99 Cr As on (31-05-2024)
Turn over: - | Exit Load: Exit load of 0.50% if redeemed within 3 months.

243.4759

14.66%

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
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 15.85
Sharpe Ratio 1.54
Alpha 5.6
Beta 0.98
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 73.63 47.56 32.83 35.02 20.98
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 72.32 47.25 24.37 - -
JM Midcap Fund (Regular) - Growth 21-11-2022 71.1 - - - -
HSBC Midcap Fund - Regular Growth 09-08-2004 65.84 42.74 25.31 23.68 19.28
ICICI Prudential MidCap Fund - Growth 10-10-2004 64.27 41.0 26.08 25.13 18.31
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 63.19 45.73 27.78 28.45 -
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 63.09 50.33 39.17 30.61 21.45
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 60.74 44.52 30.61 28.34 19.53
LIC MF Mid Cap Fund-Regular Plan-Growth 02-02-2017 60.03 40.37 23.31 23.09 -
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 59.65 43.57 27.68 28.6 20.7

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

12.92%

Large Cap

21.46%

Mid Cap

65.62%

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