Quant Momentum Fund - IDCW 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: 2.09% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,754.84 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: - | 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% |
14.6323
0.03 (0.2351%)
26.54%
Benchmark: 12.61%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
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 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 realized.
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 - IDCW Option - Regular Plan | 20-11-2023 | -5.55 | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 16.53 | 23.57 | 24.31 | 27.45 | - |
| WhiteOak Capital Special Opportunities Fund - Regular Growth | 04-06-2024 | 15.14 | - | - | - | - |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 14.31 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 11.07 | 27.34 | 28.79 | 32.4 | - |
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 10.45 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 10.32 | 25.94 | 24.37 | 26.81 | 14.12 |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 9.62 | 26.94 | 26.45 | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 8.71 | 58.7 | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 8.44 | 25.57 | 25.45 | 26.81 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.03%
Others
5.3%
Large Cap
65.34%
Mid Cap
10.57%
