quant Momentum Fund - Growth Option - Regular Plan
Category: Equity: Thematic-Others
Launch Date: 20-11-2023
AUM:
₹ 1,654.55 Cr
Expense Ratio
2.07%
Benchmark
NIFTY 500 TRI
ISIN
INF966L01CW0
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
0
Fund Manager
Sanjeev Sharma, Vasav Sahgal, Sandeep Tandon, Ankit A Pande
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| quant Momentum Fund - Growth Option - Regular Plan | - | - | - |
| NIFTY 500 TRI | 35.04 | 19.63 | 18.84 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
14.1841
Last change
0.3 (2.0932%)
Fund Size (AUM)
₹ 1,654.55 Cr
Performance
41.63% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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.
Fund Manager
Sanjeev Sharma, Vasav Sahgal, Sandeep Tandon, Ankit A Pande
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 21.29 |
| Reliance Industries Ltd. | 9.27 |
| Bharat Electronics Ltd. | 6.62 |
| Indian Railway Catering And Tourism Corporation Ltd.% 30/05/2024 | 5.19 |
| Jana Small Finance Bank Ltd. | 4.61 |
| Juniper Hotels Ltd. | 4.24 |
| Tata Power Company Ltd.% 30/05/2024 | 3.78 |
| Exicom Tele-Systems Ltd. | 3.38 |
| Container Corporation Of India Ltd. | 3.03 |
| Life Insurance Corporation of India | 2.6 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Energy | 23.48 |
| Services | 22.96 |
| Financial | 16.32 |
| Capital Goods | 10.11 |
| Others | 8.12 |
| Construction | 7.43 |
| Consumer Staples | 3.18 |
| Insurance | 2.6 |
| Technology | 1.68 |
| Healthcare | 1.33 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| quant Momentum Fund Reg Gr | 0.0 |
| Franklin India Opportunities Gr | 24.91 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| HDFC Housing Opportunities Reg Gr | 18.59 |
| Tata Business Cycle Fund Reg Gr | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |
| ICICI Pru India Opportunities Cum | 24.01 |
| SBI Magnum Comma Fund Reg Gr | 22.49 |
| Taurus Ethical Fund Reg Gr | 19.24 |
| ICICI Pru Commodities Gr | 0.0 |