Quant Momentum Fund - Growth Option - Regular Plan
Fund House: Quant Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 20-11-2023 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.61% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,328.24 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: 1.1% | Exit Load: For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrespective of the amount of investment: 1% No exit load shall be applicable on switches from Regular Plan to Direct Plan and vice versa, under the same scheme. |
14.8045
0 (0.0101%)
16.95%
Benchmark: 12.1%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The primary investment objective of the scheme is to achieve long-term capital appreciation for its investors. This objective will be pursued by strategically investing in a diversified portfolio of equity and equity-related instruments. The selection of these instruments will be based on a quantitative model meticulously designed to identify potential investment opportunities that exhibit the potential for significant capital appreciation over the specified investment horizon. There is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| 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 Momentum Fund - Growth Option - Regular Plan | 20-11-2023 | 4.69 | 1.17 | - | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 17.19 | 16.53 | - | - | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 16.43 | 8.95 | 20.82 | 16.81 | - |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | 14.52 | 9.41 | 21.42 | 12.9 | 17.18 |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | 16-02-2018 | 12.16 | 7.76 | 17.5 | 12.58 | - |
| Quant Commodities Fund - Growth Option - Regular Plan | 27-12-2023 | 11.78 | 7.26 | - | - | - |
| HSBC India Export Opportunities Fund - Regular Growth | 25-09-2024 | 8.72 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 1.81 | 7.65 | 19.78 | 19.88 | - |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | 02-03-2019 | 1.46 | 3.29 | 11.94 | 11.37 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 0.72 | 6.81 | 17.86 | 16.38 | 14.02 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.38%
Others
30.2%
Large Cap
43.01%
Mid Cap
23.41%
