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 (31-03-2025)
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

94.952

14.53%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 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 17.68
Sharpe Ratio 0.52
Alpha 1.66
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 -2.16 25.3 17.0 34.91 18.56
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 18.15 30.16 22.71 31.12 15.05
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 16.08 34.21 20.78 22.52 13.22
Invesco India Flexi Cap Fund - Growth 05-02-2022 15.05 30.62 20.21 - -
UTI - Flexi Cap Fund-Growth Option 05-08-2005 14.91 18.61 8.98 20.6 11.96
DSP Flexi Cap Fund - Regular Plan - Growth 29-04-1997 14.08 24.76 16.67 23.53 13.47
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 13.97 24.97 17.77 28.34 16.96
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth 05-08-2022 13.88 27.07 - - -
Tata Flexi Cap Fund -Regular Plan-Growth 05-08-2018 13.17 24.33 14.58 20.49 -
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH 04-06-2023 12.77 - - - -

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

10.61%

Others

11.89%

Large Cap

67.47%

Mid Cap

10.03%

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