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: 1740.79 As on (30-06-2025)

Expense Ratio: 2.09% As on (30-06-2025)

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 25-07-2025

14.3146

-0.1425

CAGR Since Inception

23.74%

NIFTY 500 TRI 12.54%

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 -9.71 - - - 23.74
NIFTY 500 TRI 2.64 18.63 21.97 13.91 12.54
Equity: Thematic-Active-Momentum -6.51 - - - 11.0

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 -9.71 0.0 0.0 0.0 0.0
Samco Active Momentum Fund Reg Gr 05-07-2023 -3.31 19.56 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 - - - - - -