Quant Momentum Fund - Growth - Regular Plan

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  • 0.61 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

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Fund Overview Growth | Regular 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.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 17.12 22.84 24.95 1.63 24,552.50
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 14.12 21.95 24.51 1.81 6,532.75
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 24.85 24.99 26.16 1.80 6,119.62
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 10.37 10.29 14.53 1.94 5,620.09
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 4.40 28.78 25.28 1.81 5,236.98

Fund Holdings as on 31-December-2024

  • ITC Limited

  • Larsen & Toubro Limited

  • Bajaj Finance Limited

  • Reliance Industries Limited

  • Life Insurance Corporation Of India

  • Tata Power Company Limited

  • Container Corporation of India Ltd

  • TREPS 01-Jan-2025 DEPO 10

  • HDFC Life Insurance Co Ltd

  • Aurobindo Pharma Limited

  • Hindustan Unilever Limited

  • Piramal Enterprises Limited

  • ACC Limited 30/01/2025

  • State Bank of India

  • SUN TV Network Limited

  • Samvardhana Motherson International Ltd

  • Adani Enterprises Limited

  • Kolte - Patil Developers Limited

  • Adani Ports & Special Economic Zone Ltd 30/01/2025

  • JSW Steel Limited 30/01/2025

  • GAIL (India) Limited

  • Alembic Pharmaceuticals Limited

  • Tata Chemicals Ltd

  • Zydus Lifesciences Limited

  • Hindalco Industries Limited 30/01/2025

  • Popular Vehicles And Services Limited

  • 91 Days Treasury Bill 13-Feb-2025

  • NCA-NET CURRENT ASSETS

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  • Insurance

  • Finance - NBFC

  • Cigarettes/Tobacco

  • Engineering - Construction

  • Refineries

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Power Generation/Distribution

  • Logistics

  • Household & Personal Products

  • Bank - Public

  • TV Broadcasting & Software Production

  • Auto Ancillary

  • Trading

  • Construction - Real Estate

  • Industrial Gases & Fuels

  • Chemicals

  • Automobiles - Dealers & Distributors

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Fund Manager

  • Cash

  • Derivatives

  • Equity

  • SOV

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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 ₹1,961.30 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 up ₹0.08(0.61%)yesterday to ₹13.7744.

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

The Quant Momentum Fund is managed by Sanjeev Sharma and Vasav Sahgal.

Fund House Contact

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

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