Quant Quantamental Fund - Growth Option - Regular Plan
Category: Equity: Thematic-Quantitative
Launch Date: 20-04-2021
AUM:
₹ 2,408.6 Cr
Expense Ratio
1.97%
Benchmark
NIFTY 200 TRI
ISIN
INF966L01AH5
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
Fund Manager
Sanjeev Sharma, Vasav Sahgal, Sandeep Tandon, Ankit A Pande
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Quant Quantamental Fund - Growth Option - Regular Plan | 64.02 | 32.64 | - |
| NIFTY 200 TRI | 36.52 | 18.06 | 18.27 |
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
24.6971
Last change
0.2 (0.8041%)
Fund Size (AUM)
₹ 2,408.6 Cr
Performance
33.55% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing good investing principles such as growth, value and quality within risk constraints.
Fund Manager
Sanjeev Sharma, Vasav Sahgal, Sandeep Tandon, Ankit A Pande
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 13.65 |
| Reliance Industries Ltd. | 9.4 |
| JIO Financial Services Ltd. | 6.91 |
| Steel Authority Of India Ltd. | 6.84 |
| Adani Power Ltd. | 6.78 |
| Indian Railway Finance Corporation Ltd. | 6.0 |
| Jindal Steel & Power Ltd. | 5.78 |
| Britannia Industries Ltd. | 4.92 |
| Life Insurance Corporation of India | 4.04 |
| HDFC Bank Ltd.% 27/06/2024 | 3.83 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 26.6 |
| Energy | 20.37 |
| Metals & Mining | 13.93 |
| Consumer Staples | 13.05 |
| Services | 6.43 |
| Others | 6.22 |
| Insurance | 5.68 |
| Automobile | 3.1 |
| Technology | 2.74 |
| Healthcare | 1.87 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| quant Quantamental Fund Reg Gr | 0.0 |
| 360 One Quant Fund Reg Gr | 0.0 |
| Nippon India Quant Fund Gr Gr | 20.71 |
| ICICI Pru Quant Fund Gr | 0.0 |
| Axis Quant Fund Reg Gr | 0.0 |
| Tata Quant Fund Reg Gr | 0.0 |
| DSP Quant Fund Reg Gr | 15.91 |