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Quant Momentum Fund - IDCW Option - Regular Plan

Category: Equity: Thematic-Others Launch Date: 20-11-2023
AUM:

₹ 1,328.24 Cr

Expense Ratio

2.61%

Benchmark

NIFTY 500 TRI

ISIN

INF966L01CX8

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

1000

Fund Manager

Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat, Yug Tibrewal, Sameer Kate, Sanjeev Sharma

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Quant Momentum Fund - IDCW Option - Regular Plan 4.87 - -
NIFTY 500 TRI -0.49 13.47 12.04
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
15.0665
Last change
0.15 (0.9883%)
Fund Size (AUM)
₹ 1,328.24 Cr
Performance
17.45% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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 achieved.

Fund Manager
Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat, Yug Tibrewal, Sameer Kate, Sanjeev Sharma
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
TREPS 04-May-2026 DEPO 10 22.56
ADANI ENTERPRISES LIMITED EQ NEW FV RE.1/- 10.97
Piramal Finance Limited 9.78
ADANI GREEN ENERGY LIMITED EQ 8.97
AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- 7.53
Reliance Industries Limited 26/05/2026 6.07
ICICI BANK LIMITED EQ NEW FV RS. 2/- 5.27
Varun Beverages Ltd 5.2
HDFC LIFE INSURANCE COMPANY LIMITED EQ 4.66
Kotak Mahindra Bank Limited 26/05/2026 4.36

Sector Allocation

Sector Holdings (%)
Financial Services 27.45
Metals & Mining 10.97
Healthcare 10.91
Power 8.97
Fast Moving Consumer Goods 6.4
Capital Goods 5.1

Peer Comparison

Scheme Name 5Y (%)
Quant Momentum Fund Reg IDCW 0.0