Quant Momentum Fund - Growth Option - Regular Plan
Category: Equity: Thematic-Others
Launch Date: 20-11-2023
AUM:
1,184.48 Cr
Expense Ratio
2.23%
Benchmark
NIFTY 500 TRI
ISIN
INF966L01CW0
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Sandeep Tandon
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Quant Momentum Fund - Growth Option - Regular Plan | 3.81 | - | - |
| NIFTY 500 TRI | 6.49 | 16.45 | 14.33 |
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
14.0319
Last change
0.09 (0.635%)
Fund Size (AUM)
₹ 1,184.48 Cr
Performance
15.05% (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
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS 02-Mar-2026 DEPO 10 | 22.62 |
| ADANI ENTERPRISES LIMITED EQ NEW FV RE.1/- | 9.32 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 9.27 |
| Piramal Finance Limited | 8.51 |
| AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- | 6.62 |
| ADANI GREEN ENERGY LIMITED EQ | 6.51 |
| HDFC LIFE INSURANCE COMPANY LIMITED EQ | 5.68 |
| Kotak Mahindra Bank Limited | 4.72 |
| BAJAJ AUTO LIMITED EQ | 4.14 |
| Kotak Mahindra Bank Limited | 3.75 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 31.96 |
| Metals & Mining | 9.74 |
| Healthcare | 6.62 |
| Power | 6.51 |
| Automobile and Auto Components | 4.14 |
| Fast Moving Consumer Goods | 4.11 |
| Oil, Gas & Consumable Fuels | 2.17 |
| Consumer Services | 1.06 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Quant Momentum Fund Reg Gr | 0.0 |
| HDFC Defence Fund Gr | 0.0 |
| ICICI Pru Commodities Gr | 21.05 |
| SBI COMMA Fund Reg PLAN Gr | 15.17 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 12.82 |
| HSBC India Export Opportunities Fund Reg Gr | 0.0 |
| Quant Commodities Reg Gr | 0.0 |
| ICICI Pru India Opportunities Cum | 22.44 |
| Axis Momentum Fund Reg Gr | 0.0 |
| Franklin India Opportunities Gr | 20.18 |