quant Flexi Cap Fund - Growth Option - Regular Plan

(Erstwhile Escorts Power & Energy Fund - Growth Option)
Fund House: Quant Mutual Fund
Category: Equity: Flexi Cap
Launch Date: 01-09-2008
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 1.81% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,562.88 Cr As on (30-04-2024)
Turn over: - | Exit Load: Exit load of 1%, if redeemed within 15 days.

101.7024

15.95%

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
7 Years 11 Months
12 Years 6 Months
12 Years 9 Months
15 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to provide long-term capital gains by investing predominantly in equity and equity-related instruments of the companies in the Power/Energy Sector.

Current Asset Allocation (%)

Indicators

Standard Deviation 17.47
Sharpe Ratio 1.4
Alpha 8.83
Beta 1.09
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 Flexi Cap Fund - Growth Option - Regular Plan 01-09-2008 63.31 37.99 28.84 31.62 20.88
BANK OF INDIA Flexi Cap Fund Regular Plan -Growth 05-06-2020 68.29 38.96 27.51 - -
JM Flexicap Fund (Regular) - Growth option 23-09-2008 67.03 42.39 29.92 24.89 18.73
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 52.83 31.11 17.34 14.53 16.9
ITI Flexi Cap Fund- Regular Plan- Growth 17-02-2023 52.27 - - - -
Invesco India Flexi Cap Fund - Growth 14-02-2022 49.17 32.07 - - -
Shriram Flexi Cap Fund - Regular Growth 05-09-2018 47.65 27.85 19.28 15.28 -
Franklin India Flexi Cap Fund - Growth 29-09-1994 45.97 29.94 22.34 20.12 16.54
HSBC Flexi Cap Fund - Regular Growth 24-02-2004 45.67 29.01 20.33 17.81 14.16
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 45.25 33.24 25.66 19.93 15.53

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

16.64%

Others

21.81%

Large Cap

46.69%

Mid Cap

14.86%

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