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Jul 20, 2026


Category Equity
AUM (Cr.) 1,374.94
Exit Load (%) 1.00
Min Inv Lumpsum 5,000
Expense Ratio 2.90
Sharpe Ratio 2.80
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 Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Quant Momentum Fund - Regular (G) 0.12 11.9 6.75 0 0 17.84
Benchmark - Nifty 500 TRI 1.21 -0.11 0.62 12.5 12.29 0
Category Average - BEST EQUITY PERFORMERS 1.39 6.96 5.22 15.15 13.76 11.08
Category Rank 4/10 4/10 3/10 4/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Aditya Birla SL Pharma & Healthcare Fund (G) 36.0200 1.49 15.56 21.99 13.48 1,010.54 2.28 1,000.00 invest
Aditya Birla SL Pharma & Healthcare Fund (IDCW) 23.7900 1.49 15.57 22.62 13.83 1,010.54 2.28 1,000.00 invest
PGIM India Healthcare Fund - Regular (G) 11.7200 1.47 16.62 0.00 0.00 103.24 2.53 5,000.00 invest
PGIM India Healthcare Fund - Regular (IDCW) 11.7200 1.47 16.62 0.00 0.00 103.24 2.53 5,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 29.4550 -2.11 118.83 47.36 0.00 1,191.72 2.60 500.00 invest

Asset Allocation

Asset Legend Asset 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-Max Healthcare Jun 30, 2026 61.05 4.44 0.00
Equity-Indus Towers Jun 30, 2026 72.32 5.26 0.00
Derivatives - Stock Future-Varun Beverages Jun 30, 2026 96.39 7.01 0.00
Equity-Adani Green Jun 30, 2026 136.89 9.96 -3.75
Equity-Piramal Finance. Jun 30, 2026 139.73 10.16 12.32
Equity-B H E L Jun 30, 2026 62.06 4.51 27.20
Equity-Adani Enterp. Jun 30, 2026 133.39 9.70 -12.60
Equity-Aurobindo Pharma Jun 30, 2026 111.87 8.14 10.68
T Bills-TBILL-91D Jun 30, 2026 99.34 7.23 11.29
Reverse Repo-TREPS Jun 30, 2026 217.95 15.85 -24.85

latest news

SCHEME DETAILS

AMC Name
Quant Mutual Fund
Fund Name
Quant Momentum Fund - Regular (G)
Contact Person
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