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Quant Multi Asset Fund Direct Plan - Growth

Hybrid | Multi Asset Allocation

(NAV as of 18/04/2024)
134.86 (0.14)

3Y Returns

31.1%

Min SIP

1000

Min Lumpsum

5000

Expense Ratio

0.7%

Fund Size

1288 Cr

Inception Date

07-Jan-13

Fund Manager

Sanjeev Sharma

Exit Load

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

Wealthzi View

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

62.58%

Debt & Others

37.42%

Market Cap Allocation

Large Cap

28.72%

Mid Cap

12.41%

Small Cap

21.46%

Other Cap

37.42%

Sector Allocation

Finance

18.16%

ETF Units

10.25%

Petroleum Products

10.04%

Cash/Deposits/Margins/Treps/Repo/Swaps

8.60%

Pharmaceuticals

7.33%

Top Ten Holdings

Reliance Industries Ltd

10.04%

TREPS 01-Feb-2024 DEPO 10

9.81%

Jio Financial Services Ltd

8.92%

Orchid Pharma Ltd

7.33%

Adani Power Ltd

5.45%

Investment Objective

The Investment Objective Of The Scheme Is To Generate Capital Appreciation & Provide Long-Term Growth Opportunities By Investing In Instruments Across The Three Asset Classes Viz. Equity, Debt And Commodity. There Is No Assurance That The Investment Objective Of The Scheme Will Be Realized.

Fund House Detail

AMC Name

Quant Money Managers Limited

Address

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

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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