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Quant Momentum Fund - Growth Option - Regular Plan

Fund House:
Quant Mutual Fund
Category:
Equity: Thematic-Others
Status:
Open Ended Schemes
Launch Date:
20-11-2023
ISIN Number:
INF966L01CW0
Minimum Investment:
5000
Minimum SIP:
0
Total Assets: (29-11-2024):
2030.63
Nav (20-12-2024)
14.0088
CAGR Since Inception:
36.36
Benchmark:
NIFTY 500 TRI
Expense Ratio (30-11-2024)::
2.04 %
Risko-Meter:
Very High
Exit Load:
1% if redeemed within 15 days of allotment of units on all redemptions/switchouts including STP
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Quant Momentum Fund - Growth Option - Regular Plan 32.91 0 0 0 0
HDFC Defence Fund - Growth Option 48.83 0 0 0 0
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 44.57 0 0 0 0
Franklin India Opportunities Fund - Growth 41.69 43.13 29.36 27.7 16.78
HSBC Business Cycles Fund - Regular Growth 39.77 32.67 25.85 22.96 14.39
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 32.7 0 0 0 0
ICICI Prudential Innovation Fund - Growth 32.64 0 0 0 0
Kotak Pioneer Fund- Regular Plan- Growth Option 32.2 31.69 19.07 24.13 0
Samco Active Momentum Fund - Regular Plan - Growth Option 31.88 0 0 0 0
Axis Innovation Fund - Regular Plan - Growth Option 31.55 25.03 12.74 0 0
Fund Manager
Sanjeev Sharma, Vasav Sahgal, Sandeep Tandon, Ankit A Pande:
Scheme Objective
The scheme seeks to achieve long-term capital appreciation for its investors. This objective will be pursued by strategically investing in a diversified portfolio of equity and equity-related instruments. The selection of these instruments will be based on a quantitative model meticulously designed to identify potential investment opportunities that exhibit the potential for significant capital appreciation over the specified investment horizon. There is no assurance that the investment objective of the Scheme will be realized.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Quant Momentum Fund - Growth Option - Regular Plan NIFTY 50 TRI Equity: Thematic-Others
CAGR since inception 36.36% 13.95% 15.89%
1 Year 32.91% 12.84% 26.44%
3 Year 0.00% 13.73% 19.03%
5 Year 0.00% 15.28% 22.74%
10 Year 0.00% 12.46% 14.47%
Nav / Index Value as on2024-12-22 2,030.63% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others -3.39
Debt 0.48
Cash & Cash Equivalents 3.64
Equity 99.25
Company Holding
LARSEN AND TOUBRO LIMITED 9.37
RELIANCE INDUSTRIES LIMITED 9.2
ITC LIMITED 9.13
LIFE INSURANCE CORPORATION OF INDIA 8.8
BAJAJ FINANCE LIMITED 8.55
THE TATA POWER COMPANY LIMITED 6.02
CONTAINER CORPORATION OF INDIA LTD. 5.5
HDFC LIFE INSURANCE COMPANY LIMITED 4.79
AUROBINDO PHARMA LIMITED 4.17
HINDUSTAN UNILEVER LIMITED 4.02
FAQ's of Quant Momentum Fund - Growth Option - Regular Plan
How do I use the SIP Calculator to calculate Quant Mutual Fund ?

To calculate the Quant Mutual Fund :

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3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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Quant Momentum Fund - Growth Option - Regular Plan