Quant Momentum Fund - Growth Option - Regular Plan

Fund House: Quant Mutual Fund

Category: Equity: Thematic-Active-Momentum

Status: Open Ended Schemes

Launch Date: 20-11-2023

Minimum Investment: 5000.0

Asset Class: Equity

Minimum Topup: 1000.0

Benchmark: NIFTY 500 TRI

Total Assets: 1650.49 As on (31-07-2025)

Expense Ratio: 2.11% As on (31-07-2025)

Turn over: 81.00% | Exit Load: For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrespective of the amount of investment: 1%

NAV as on 14-08-2025

13.8803

0.0582

CAGR Since Inception

20.74%

NIFTY 500 TRI 12.42%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Quant Momentum Fund - Growth Option - Regular Plan -10.01 - - - 20.74
NIFTY 500 TRI 1.07 15.48 20.99 13.56 12.42
Equity: Thematic-Active-Momentum -7.33 - - - 7.75

Funds Manager

Mr. Sandeep Tandon

RETURNS CALCULATORS for Quant Momentum Fund - Growth Option - Regular Plan

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Quant Momentum Fund - Growth Option - Regular Plan

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Quant Momentum Fund - Growth Option - Regular Plan

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Quant Momentum Fund Reg Gr 20-11-2023 -10.01 0.0 0.0 0.0 0.0
Samco Active Momentum Fund Reg Gr 05-07-2023 -4.65 17.81 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Quant Momentum Fund - Growth Option - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Quant Momentum Fund - Growth Option - Regular Plan - - - - - -
Equity: Thematic-Active-Momentum - - - - - -