Quant Mid Cap Fund - Growth Option - Regular Plan
(Erstwhile Escorts Opportunities Fund-Growth)
Fund House: Quant Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 26-02-2001 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.81% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,873.25 Cr As on (31-03-2024) |
| Turn over: - | Exit Load: Exit load of 0.50% if redeemed within 3 months. |
225.7188
2.28 (1.0099%)
14.39%
Benchmark: 17.97%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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
3 Years 11 Months
13 Years 8 Months
16 Years 2 Months
20 Years 3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate long-term capital appreciation and aims to outperform plain vanilla diversified equity funds by dynamically moving investments across sectors.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.45 |
| Sharpe Ratio | 1.62 |
| Alpha | 7.58 |
| Beta | 1.0 |
| 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 - Regular Plan | 26-02-2001 | 72.23 | 34.5 | 36.24 | 32.11 | 20.45 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 68.74 | - | - | - | - |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 67.51 | 33.73 | 24.6 | - | - |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 65.28 | 30.17 | 29.72 | 25.5 | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 63.98 | 34.0 | 37.9 | 26.77 | 22.54 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 60.27 | 28.3 | 23.56 | 19.91 | 20.5 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 59.57 | 30.33 | 30.69 | 25.17 | 20.39 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 57.41 | 33.05 | 30.31 | 24.01 | 21.13 |
| Tata Mid Cap Growth Fund Regular Plan- Growth Option | 01-07-1994 | 57.4 | 27.29 | 25.58 | 22.65 | 20.84 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 56.36 | 27.24 | 26.31 | 21.33 | 19.26 |
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
6.47%
Large Cap
25.01%
Mid Cap
68.51%
