Quant Mid Cap Fund - Growth Option - Direct Plan
(Erstwhile Escorts Opportunities Fund-Growth Option-Direct Plan)
Fund House: Quant Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 0.64% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 8,818.53 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | Exit Load: For redemptions / switch outs (including SIP/STP) within 3 months from the date of allotment of units, irrespective of the amount of investment: 0.50% If units are redeemed or switched out (including SIP/STP) on or after 3 months from the date of allotment of units, irrespective of the amount of investment : Nil. |
243.2881
-2.31 (-0.9485%)
18.17%
Benchmark: 17.69%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 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
0 Years 0 Months
1 Years 8 Months
4 Years 4 Months
8 Years 4 Months
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 seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Mid Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 18.23 |
| Sharpe Ratio | 0.79 |
| Alpha | -0.72 |
| Beta | 0.96 |
| 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 Mid Cap Fund - Growth Option - Direct Plan | 01-01-2013 | -5.93 | 28.06 | 23.75 | 35.48 | 17.78 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 22.98 | 33.62 | 28.08 | 31.0 | 17.18 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 19.59 | 34.24 | 31.83 | 37.91 | 17.29 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 17.69 | 31.12 | - | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 17.03 | 32.7 | 27.63 | 33.96 | 17.56 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 13.5 | 31.56 | 26.86 | 30.66 | 14.97 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 13.39 | 29.23 | 26.03 | 29.0 | 14.93 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 13.07 | 32.09 | 28.1 | 34.6 | 17.4 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 12.58 | 26.33 | - | - | - |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 12.15 | 31.05 | 29.2 | 34.26 | 17.46 |
Scheme Characteristics
Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
14.97%
Large Cap
17.16%
Mid Cap
67.87%
