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NRI

Dec 12, 2024

Category

Equity

AUM (Cr.)

2,056.78

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

2.04

Sharpe Ratio

17.12

Beta Ratio

0.00

Fund Manager

Sandeep Tandon

Inception Date

Nov 21, 2023

Risk Level

Very High

Investment Objective

The primary investment objective of the scheme is 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.

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Nifty 500 TRI

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Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Quant Momentum Fund - Regular (IDCW) 1.56 -3.44 38.55 0 0 42.34
Benchmark - Nifty 500 TRI 3.42 7.4 25.6 16.7 20.61 0
Category Average - BEST EQUITY PERFORMERS 3.96 7.88 30.49 18.84 22.72 18.34
Category Rank 6/5 7/5 6/5 7/5 7/5 5/5
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
SBI Technology Opportunities Fund (IDCW) 139.6400 0.57 39.47 13.90 29.15 4,585.67 1.89 5,000.00 invest
SBI Technology Opportunities Fund (G) 231.8886 0.57 39.47 13.90 29.13 4,585.67 1.89 5,000.00 invest
Franklin Asian Equity Fund (G) 29.1810 0.51 21.94 -1.25 4.30 245.50 0.00 5,000.00 invest
Franklin Asian Equity Fund (IDCW) 13.7740 0.51 21.94 -1.25 4.30 245.50 0.00 5,000.00 invest
Edelweiss Recently Listed IPO Fund (IDCW) 28.4394 -1.38 29.37 10.35 24.35 973.95 2.27 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Larsen & Toubro Nov 30, 2024 192.81 9.37 2.83
Equity-Reliance Industr Nov 30, 2024 189.29 9.20 -8.02
Equity-ITC Nov 30, 2024 187.71 9.13 -7.53
Equity-Life Insurance Nov 30, 2024 181.04 8.80 6.77
Equity-Bajaj Finance Nov 30, 2024 175.91 8.55 -4.56
Equity-Tata Power Co. Nov 30, 2024 123.92 6.02 -5.89
Equity-Container Corpn. Nov 30, 2024 113.07 5.50 -2.21
Equity-HDFC Life Insur. Nov 30, 2024 98.52 4.79 -8.66
Equity-Aurobindo Pharma Nov 30, 2024 85.67 4.17 -9.59
Equity-Hind. Unilever Nov 30, 2024 82.70 4.02 -1.27

latest news

Quant MF announces change in benchmark index under its schemes

Quant Mutual Fund has announced change in the benchmark of Quant Teck Fund ...

Oct 31, 2024 12:06

Quant MF announces change in benchmark index under its scheme

Quant Mutual Fund has announced change in the benchmark of Quant Liquid Fun...

Oct 25, 2024 12:44

Sebi probes Quant Mutual Fund over alleged front-running activities

Securities and Exchange Board of India (Sebi) is investigating Quant Mutual...

Jun 24, 2024 14:36

Quant MF Announces change in scheme name

Quant Mutual Fund has announced change in scheme name under the following s...

Dec 07, 2023 14:46

Quant Mutual Fund Announces change in benchmark under its scheme

Quant Mutual Fund has announced change in the benchmark of Quant Quantament...

Oct 13, 2023 10:48

Quant Teck Fund Announces change in Exit Load Structure

Quant Mutual Fund has announced change in exit load structure under Quant T...

Sep 12, 2023 11:42

SCHEME DETAILS

AMC Name : Quant Mutual Fund
Fund Name : Quant Momentum Fund - Regular (IDCW)
Contact Persone : Sandeep Tandon
Registered Address : 6th Floor, Sea Breeze Building,Appasaheb Marathe Marg,Prabhadevi Mumbai - 400025
Telephone No : 022-62955000
Fax No. :
Email : help.investor:quant.in
Website : www.quantmutual.com