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: 1.78% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 6,735.32 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: - | Exit Load: 1% if redeemed within 15 days of allotment of units on all redemptions/switchouts including STP |
93.0375
-1.08 (-1.1566%)
14.35%
Benchmark: 12.42%
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
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 | 17.68 |
| Sharpe Ratio | 0.67 |
| Alpha | 1.34 |
| 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 | -4.2 | 21.48 | 18.7 | 33.77 | 18.74 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 08-04-2014 | 16.07 | 32.0 | 23.48 | 23.04 | 13.59 |
| HDFC Flexi Cap Fund - Growth Plan | 01-01-1995 | 15.91 | 27.36 | 24.21 | 31.66 | 15.46 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | 05-05-2013 | 13.17 | 24.57 | 20.56 | 28.11 | 17.44 |
| UTI - Flexi Cap Fund-Growth Option | 05-08-2005 | 12.85 | 15.35 | 10.92 | 20.2 | 12.11 |
| Invesco India Flexi Cap Fund - Growth | 05-02-2022 | 11.83 | 27.31 | 22.34 | - | - |
| WhiteOak Capital Flexi Cap Fund Regular Plan-Growth | 05-08-2022 | 11.52 | 24.08 | - | - | - |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | 14-08-1998 | 11.17 | 21.96 | 17.39 | 23.73 | 13.79 |
| Tata Flexi Cap Fund -Regular Plan-Growth | 05-08-2018 | 10.39 | 21.28 | 16.03 | 20.03 | - |
| DSP Flexi Cap Fund - Regular Plan - Growth | 29-04-1997 | 9.94 | 21.25 | 18.47 | 23.25 | 14.06 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.61%
Others
11.89%
Large Cap
67.47%
Mid Cap
10.03%
