Quant Focused Fund Direct Plan - Growth

Equity | Focused

(NAV as of 17/05/2024)

93.30 (0.23)

3Y Returns

22.34%

Min SIP

₹1000

Min Lumpsum

₹5000

Expense Ratio

0.76%

Fund Size

₹574 Cr

Inception Date

07-Jan-13

Fund Manager

Ankit Pande

Exit Load

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

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty 200 TRI benchmark and its beta is less than Focused category average when compared on the 5 year period.

Fund Size

This fund has a low range AUM which may create liquidity issues in unforeseen times.

SIP Returns

This fund has given more SIP returns than the Nifty 200 TRI benchmark and among the top quartile in Focused category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given better risk adjusted returns than the Nifty 200 TRI benchmark and among the top quartile in Focused category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the Nifty 200 TRI benchmark and its alpha is more than Focused category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more returns than the Nifty 200 TRI benchmark and among the top quartile in Focused category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty 200 TRI benchmark and among the top quartile in Focused category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

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Overall Fund Zi Tag

Asset Allocation

Equity

82.52%

Debt & Others

17.48%

Market Cap Allocation

Large Cap

64.21%

Mid Cap

13.25%

Small Cap

5.07%

Other Cap

17.48%

Sector Allocation

Pharmaceuticals

14.64%

Retail

14.05%

Power

13.71%

Derivatives(Index/Stock Futures)

10.84%

Petroleum Products

9.99%

Top Ten Holdings

Reliance Industries Ltd

9.99%

Life Insurance Corporation Of India

9.71%

Britannia Industries Ltd

9.24%

Jio Financial Services Ltd

9.11%

Adani Power Ltd

8.02%

Investment Objective

The Primary Investment Objective Of The Scheme Is To Seek To Generate Capital Appreciation & Provide Longterm Growth Opportunities By Investing In A Focused Portfolio Of Large Cap ' 'Blue Chip' ' Companies. 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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Similar Funds

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53.98%

22.58%

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43.05%

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Mahindra Manulife Focused Fund - Direct Plan - Growth

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Invesco India Focused 20 Equity Fund Direct Plan Growth

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Jm Focused Fund Direct - Growth Option

55.73%

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Icici Prudential Focused Equity Fund - Direct Plan - Growth

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360 One Focused Equity Fund Direct Plan- Growth

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Franklin India Focused Equity Fund - Direct Growth

38.81%

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Tata Focused Equity Fund Direct Plan Growth

38.03%

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Hsbc Focused Fund Direct Plan Growth

38.44%

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Canara Robeco Focused Equity Fund Direct Growth

33.97%

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Kotak Focused Equity Fund - Direct Plan - Growth

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Nippon India Focused Equity Fund - Direct Plan Growth Option Growth

34.08%

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18.84%

Union Focused Fund Direct Plan - Growth Option

30.81%

18.19%

Aditya Birla Sun Life Focused Equity Fund - Growth-Direct Plan

33.93%

17.88%

16.71%

Bandhan Focused Equity Fund-Direct Plan-Growth

33.88%

17.73%

16.6%

Dsp Focus Fund - Direct Plan - Growth

42.3%

17.54%

16.7%

Sbi Focused Equity Fund Direct Growth

31%

17.12%

17.58%

Motilal Oswal Focused Fund - Direct Growth

27.12%

13.51%

15.49%

Mirae Asset Focused Fund - Direct Plan - Growth

18.23%

12.58%

17.93%

Lic Focused 30 Equity Fund - Direct Plan - Growth

7.22%

10.92%

12.12%

Axis Focused 25 Fund - Direct Plan - Growth

26.53%

9.37%

13.3%

Uti Focused Equity Fund - Direct Plan Growth

35.94%

Baroda Bnp Paribas Focused Fund Direct Growth

41.37%

Sundaram Focused Fund - Direct Growth

34.05%

Old Bridge Focused Equity Fund - Direct Plan - Growth

Iti Focused Equity Fund - Direct Plan - Growth

Edelweiss Focused Equity Fund - Direct Plan - Growth

38.69%

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