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: 1.74% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 9,115.61 Cr As on 30-06-2025(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.

209.4905

13.24%

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 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 17.06
Sharpe Ratio 1.1
Alpha -2.72
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 - Regular Plan 26-02-2001 -11.71 16.9 19.06 28.33 16.1
Invesco India Midcap Fund - Growth Option 19-04-2007 17.2 31.1 27.7 28.62 17.14
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 9.15 24.73 - - -
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 8.82 28.07 24.92 30.11 16.86
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 7.57 24.19 21.91 28.41 17.06
PGIM India Midcap Fund - Regular Plan - Growth Option 05-12-2013 6.32 16.33 14.25 25.78 14.3
HSBC Midcap Fund - Regular Growth 09-08-2004 6.21 26.77 23.35 24.87 15.22
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 6.18 25.66 23.51 27.54 13.96
Axis Midcap Fund - Regular Plan - Growth 06-02-2011 5.74 21.39 18.31 22.5 14.83
ICICI Prudential MidCap Fund - Growth 10-10-2004 5.63 26.04 22.01 27.57 14.41

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

13.3%

Large Cap

19.45%

Mid Cap

67.24%

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