Quant Absolute Fund Direct Plan - Growth

Hybrid | Aggressive Hybrid Fund

(NAV as of 17/05/2024)

440.79 (0.16)

3Y Returns

21.65%

Min SIP

₹1000

Min Lumpsum

₹5000

Expense Ratio

0.75%

Fund Size

₹1546 Cr

Inception Date

07-Jan-13

Fund Manager

Sanjeev Sharma

Exit Load

1% on or before 15D, Nil after 15D.

Wealthzi View

Fund Traits

Zi Tags

Description

Interest Rate Sensitivity

This fund has a modified duration of more than 4 years, thus it has high interest rate sensitivity.

Market Risk / Risk Taken Compared to Benchmark

This fund has taken more risk than the CRISIL Hybrid 35+65 - Aggressive Index benchmark and its beta is more than Aggressive Hybrid Fund category average when compared on the 5 year period.

Fund Size

This fund has a medium range AUM.

SIP Returns

This fund has given more SIP returns than the CRISIL Hybrid 35+65 - Aggressive Index benchmark and among the top quartile in Aggressive Hybrid Fund category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given better risk adjusted returns than the CRISIL Hybrid 35+65 - Aggressive Index benchmark and among the top quartile in Aggressive Hybrid Fund category when compared on the 5 year period.

Portfolio Credit Quality

This fund has portfolio holdings in high rated AAA bonds and papers.

Extra Returns Over Benchmark

This fund has beaten the CRISIL Hybrid 35+65 - Aggressive Index benchmark and its alpha is more than Aggressive Hybrid Fund category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more returns than the CRISIL Hybrid 35+65 - Aggressive Index benchmark and among the top quartile in Aggressive Hybrid Fund category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the CRISIL Hybrid 35+65 - Aggressive Index benchmark and among the top quartile in Aggressive Hybrid Fund category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Interest Rate Sensitivity

→

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Portfolio Credit Quality

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

65.95%

Debt & Others

34.05%

Market Cap Allocation

Large Cap

52.27%

Mid Cap

5.69%

Small Cap

7.99%

Other Cap

34.05%

Sector Allocation

Govt-Sec

20.42%

Pharmaceuticals

10.61%

Petroleum Products

10.32%

Finance

9.99%

Power

8.44%

Top Ten Holdings

Reliance Industries Ltd

10.32%

Jio Financial Services Ltd

8.75%

Adani Power Ltd

7.05%

Britannia Industries Ltd

6.84%

Sun Pharmaceutical Industries Ltd

5.97%

Investment Objective

The Investment Objective Of The Scheme Is To Generate Income/Capital Appreciation By Investing Primarily In Equity And Equity Related Instruments With A Moderate Exposure To Debt Securities & Money Market Instruments. There Is No Assurance That The Investment Objective Of The Scheme Will Be Realized.

Fund House Detail

AMC Name

Quant Money Managers Limited

Scheme Document

http://www.quantmutual.com/downloads/kim

Address

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

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Uti Hybrid Equity Fund - Direct Growth Plan

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Nippon India Equity Hybrid Fund Direct Plan Growth Option

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Tata Hybrid Equity Fund Direct Plan Growth

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Shriram Hybrid Equity Fund Direct - Growth

35.15%

16.29%

14.67%

Groww Aggressive Hybrid Fund-Direct Plan - Growth

28.98%

16.12%

14.9%

Hdfc Hybrid Equity Fund - Direct Plan - Growth Option

21.25%

16.02%

15.46%

Union Hybrid Equity Fund - Direct Plan - Growth

28.44%

15.9%

Navi Equity Hybrid Fund Direct Plan Growth

24.57%

15.77%

13.72%

Bandhan Hybrid Equity Fund Direct Plan-Growth

25.86%

15.72%

15.45%

Canara Robeco Equity Hybrid Fund Direct Growth

26.38%

15.32%

16.36%

Mirae Asset Hybrid - Equity Fund - Direct Plan - Growth

25.37%

15.3%

15.68%

Dsp Equity And Bond Fund - Direct Plan - Growth

27.84%

14.45%

16.19%

Lic Aggressive Hybrid Fund - Direct Plan - Growth

28.14%

14.36%

13.09%

Aditya Birla Sun Life Equity Hybrid 95 Fund - Growth-Direct Plan

28.31%

14.31%

13.7%

Sbi Equity Hybrid Fund Direct Growth

25.69%

14.13%

14.61%

Axis Equity Hybrid Fund - Direct Plan Growth

20.95%

11.99%

13.39%

Pgim India Hybrid Equity Fund - Direct Plan - Growth - Growth

20.15%

11.86%

12.76%

Motilal Oswal Equity Hybrid Fund-Direct Plan Growth

16.6%

11.34%

13.56%

Hsbc Equity Hybrid Fund Direct Plan Growth

4.97%

9.14%

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