Quant Quantamental Fund - Growth Option - Regular Plan
Category: Equity: Thematic-Quantitative
Launch Date: 20-04-2021
AUM:
₹ 1,555.99 Cr
Expense Ratio
2.96%
Benchmark
Nifty 200 TRI
ISIN
INF966L01AH5
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Sandeep Tandon, Sameer Kate, Sanjeev Sharma, Ankit Pande, Yug Tibrewal, Varun Pattani, Ayusha Kumbhat
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Quant Quantamental Fund - Growth Option - Regular Plan | 0.98 | 12.96 | 15.61 |
| NIFTY 200 TRI | -8.86 | 9.73 | 7.45 |
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
23.3022
Last change
0.23 (0.9694%)
Fund Size (AUM)
₹ 1,555.99 Cr
Performance
16.62% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the Scheme is 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 basedscoring 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. There is no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
Sandeep Tandon, Sameer Kate, Sanjeev Sharma, Ankit Pande, Yug Tibrewal, Varun Pattani, Ayusha Kumbhat
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS 01-Oct-2026 DEPO 10 | 21.9 |
| ADANI ENTERPRISES LIMITED EQ NEW FV RE.1/- | 9.07 |
| ADANI GREEN ENERGY LIMITED EQ | 9.04 |
| Piramal Finance Ltd | 8.87 |
| Reliance Industries Ltd. | 8.58 |
| AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- | 7.27 |
| Bharti Airtel Ltd. | 7.06 |
| LIFE INSURANCE CORPORATION OF INDIA EQ | 6.61 |
| INDUS TOWERS LIMITED EQ | 5.49 |
| ICICI Prudential Asset Management Company Limited | 4.58 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 20.06 |
| Power | 13.27 |
| Healthcare | 11.79 |
| Metals & Mining | 9.07 |
| Telecommunication | 7.38 |
| Information Technology | 6.05 |
| Capital Goods | 2.9 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Quant Quantamental Fund Gr Reg Plan | 15.61 |