Quant Momentum Fund - Growth - Regular Plan

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  • Net Change on 25-02-2025

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Fund Overview Growth | Regular Plan

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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.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 10.80 23.45 26.23 1.63 24,746.94
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 -1.38 21.87 24.21 1.84 6,379.45
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 10.23 25.88 24.98 1.80 5,948.48
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 4.75 11.08 13.90 1.94 5,543.93
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -12.71 27.19 24.54 1.81 5,168.64

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 ₹-0.06(-0.49%)yesterday to ₹12.8195.

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

The Quant Momentum Fund is managed by Ankit Pande and Sandeep Tandon.

Fund House Contact

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

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