Quant Momentum Fund - Growth - Direct Plan

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  • (-1.19%)Nav, as on 10-02-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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 realized.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
UTI-Transpotation and Logistics Fund-Growth Option- Direct Jan 01, 2013 12.22 22.51 23.06 0.87 3,333.95
Tata Ethical Fund -Direct Plan Growth Jan 01, 2013 6.67 11.04 18.68 0.68 3,253.05
Taurus Ethical Fund-Direct Plan-Growth Option Jan 01, 2013 6.67 15.07 18.50 0.56 271.22
Tata Quant Fund-Direct Plan-Growth Jan 22, 2020 11.64 13.73 9.49 0.91 65.56

Fund Holdings as on 31-January-2025

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • ITC Limited

  • TREPS 03-Feb-2025 DEPO 10

  • Life Insurance Corporation Of India

  • Tata Power Company Limited

  • Container Corporation of India Ltd

  • HDFC Life Insurance Co Ltd

  • Bajaj Finance Limited

  • Aurobindo Pharma Limited

  • Hindustan Unilever Limited

  • 91 Days Treasury Bill 24-Apr-2025

  • Piramal Enterprises Limited

  • ACC Limited 27/02/2025

  • SUN TV Network Limited

  • Samvardhana Motherson International Ltd

  • Adani Enterprises Limited

  • Kolte - Patil Developers Limited

  • GAIL (India) Limited

  • Zydus Lifesciences Limited

  • Hindalco Industries Limited 27/02/2025

  • Popular Vehicles And Services Limited

  • NCA-NET CURRENT ASSETS

  • 91 Days Treasury Bill 13-Feb-2025

  • ITC Hotels Limited

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  • Insurance

  • Refineries

  • Engineering - Construction

  • Miscellaneous

  • Cigarettes/Tobacco

  • Finance - NBFC

  • Power Generation/Distribution

  • Logistics

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • TV Broadcasting & Software Production

  • Auto Ancillary

  • Trading

  • Construction - Real Estate

  • Industrial Gases & Fuels

  • Automobiles - Dealers & Distributors

  • Hotel, Resort & Restaurants

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Fund Manager

  • Cash

  • Derivatives

  • Equity

  • Sovereign

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About Quant Momentum Fund

Scheme Analysis

Quant Momentum Fund is a Equity - Thematic Fund - Other fund and belongs to Quant Mutual Fund. It was launched on 20-Nov-2023 and currently has an AUM of ₹1,890.28 crore. Quant Momentum Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Quant Momentum Fund ended down ₹-0.16(-1.19%)yesterday to ₹13.6558.

Among its top 3 holdings the fund has exposure to Reliance Industries Limited, and

The Quant Momentum Fund is managed by Sanjeev Sharma and Ankit Pande.

Fund House Contact

6th Floor, Sea Breeze Building, Appa Saheb Marathe Marg, Prabhadevi, Mumbai - 400025

022-6295 5000
help@quant.in
022-6295 5000