quant Dynamic Asset Allocation Fund - Growth Option - Regular Plan

Fund House: Quant Mutual Fund
Category: Hybrid: Dynamic Asset Allocation
Launch Date: 12-04-2023
Asset Class:
Benchmark: CRISIL Hybrid 50+50 Moderate Index
TER: 2.17% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,046.95 Cr As on (30-04-2024)
Turn over: - | Exit Load: Exit load of 1%, if redeemed within 15 days.

16.1986

54.02%

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
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 scheme seeks to provide capital appreciation by investing in equity and equity related instruments including derivatives and debt and money market instruments.

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 Dynamic Asset Allocation Fund - Growth Option - Regular Plan 12-04-2023 62.23 - - - -
HDFC Balanced Advantage Fund - Growth Plan 01-02-1994 42.97 31.03 24.17 18.84 15.08
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth 30-12-2021 30.75 18.21 - - -
Shriram Balanced Advantage Fund - Regular Growth 05-07-2019 30.43 17.45 12.84 - -
NJ Balanced Advantage Fund - Regular Plan - Growth Option 05-10-2021 29.39 18.78 - - -
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option 04-11-2018 28.38 20.74 14.6 15.75 -
Franklin India Balanced Advantage Fund- Growth 06-09-2022 27.3 - - - -
BANK OF INDIA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH 14-03-2014 27.01 18.29 15.49 10.13 8.49
Invesco India Balanced Advantage Fund - Growth 04-10-2007 26.93 19.15 12.47 11.22 10.91
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 05-09-2016 26.56 17.24 10.38 9.77 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.04%

Others

39.38%

Large Cap

51.5%

Mid Cap

5.08%

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