Quant Flexi Cap Fund Direct Plan - Growth

Equity | Flexi - Cap

(NAV as of 03/05/2024)

107.31 (-0.70)

3Y Returns

30.7%

Min SIP

₹1000

Min Lumpsum

₹5000

Expense Ratio

0.77%

Fund Size

₹2901 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 500 TRI benchmark and its beta is less than Flexi - Cap category average when compared on the 5 year period.

Fund Size

This fund has a high range AUM which ensures liquidity and stability.

SIP Returns

This fund has given more SIP returns than the Nifty 500 TRI benchmark and among the top quartile in Flexi - Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given better risk adjusted returns than the Nifty 500 TRI benchmark and among the top quartile in Flexi - Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the Nifty 500 TRI benchmark and its alpha is more than Flexi - Cap category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more returns than the Nifty 500 TRI benchmark and among the top quartile in Flexi - Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty 500 TRI benchmark and among the top quartile in Flexi - Cap 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

→

Overall Fund Zi Tag

Asset Allocation

Equity

85.48%

Debt & Others

14.52%

Market Cap Allocation

Large Cap

36.91%

Mid Cap

17.43%

Small Cap

31.14%

Other Cap

14.52%

Sector Allocation

Finance

12.64%

Pharmaceuticals

12.58%

Petroleum Products

9.79%

Power

8.55%

Derivatives(Index/Stock Futures)

7.90%

Top Ten Holdings

Reliance Industries Ltd

9.79%

Adani Power Ltd

4.87%

Housing &Urban Development Corporation Ltd

4.31%

Jio Financial Services Ltd

4.07%

Britannia Industries Ltd

3.88%

Investment Objective

The Primary Investment Objective Of The Scheme Is To Seek To Generate Capital Appreciation & Provide Long Term Growth Opportunities By Investing In A Portfolio Of Consumption Driven Companies.

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

Similar Funds

Fund

Zi Tag

Quant Flexi Cap Fund Direct Plan - Growth

58.82%

31.24%

32.31%

Jm Flexicap Fund (Direct) - Growth Option

66.79%

31.45%

25.47%

Bank Of India Flexi Cap Fund Direct Plan - Growth

62.21%

29.26%

Hdfc Flexicap Fund - Direct Plan - Growth Option

43.38%

27.9%

20.67%

Franklin India Flexi Cap Fund - Direct Growth

45.68%

24.12%

20.43%

Similar Funds

Quant Flexi Cap Fund Direct Plan - Growth

58.82%

31.24%

32.31%

Jm Flexicap Fund (Direct) - Growth Option

66.79%

31.45%

25.47%

Bank Of India Flexi Cap Fund Direct Plan - Growth

62.21%

29.26%

Hdfc Flexicap Fund - Direct Plan - Growth Option

43.38%

27.9%

20.67%

Franklin India Flexi Cap Fund - Direct Growth

45.68%

24.12%

20.43%

Edelweiss Flexi Cap Fund - Direct Plan Growth

43.61%

23.22%

20.48%

Parag Parikh Flexi Cap Fund - Direct Plan Growth

38.91%

22.7%

24.58%

Hsbc Flexi Cap Fund - Growth Direct Plan

44.63%

22.47%

18.83%

Shriram Flexi Cap Fund Direct - Growth

44.57%

21.3%

17.17%

Union Flexicap Fund - Growth-Direct Plan

38.85%

21.07%

20.03%

Nippon India Passive Flexicap Fof Direct Plan Growth

37.97%

19.87%

Kotak Flexicap Fund - Direct Plan - Growth

35.89%

19.26%

17.22%

Bandhan Flexi Cap Fund - Direct Plan Growth

38.43%

19.05%

16.17%

Taurus Flexi Cap Fund - Direct Plan Growth Plan

41.42%

18.96%

13.95%

Motilal Oswal Flexi Cap Fund - Direct Growth

53.72%

18.61%

15.5%

Navi Flexi Cap Fund Direct Plan Growth

30.72%

18.61%

16.78%

Canara Robeco Flexi Cap Fund Direct Growth

31.83%

18.43%

18.78%

Dsp Flexi Cap Fund - Direct Plan - Growth

38.25%

18.41%

19.6%

Tata Flexi Cap Fund - Direct Plan - Growth Option

37.49%

18.05%

17.18%

Aditya Birla Sun Life Flexi Cap Fund - Growth-Direct Plan

37.66%

17.81%

17.43%

Sbi Flexicap Fund - Direct Plan - Growth

30.59%

17.64%

16.81%

Lic Mf Flexi Cap Fund-Direct Plan-Growth

33.8%

17.2%

15.18%

Pgim India Flexi Cap Fund - Direct Plan - Growth Option - Growth

27.72%

16.11%

21.4%

Axis Flexi Cap Fund Direct Plan Growth

34.07%

15.72%

17.01%

Uti Flexi Cap Fund-Direct Plan-Growth

20.4%

9.81%

15.29%

Iti Flexi Cap Fund - Direct Plan - Growth

54.18%

Invesco India Flexi Cap Fund-Direct Plan - Growth

50.18%

Nippon India Flexicap Fund-Direct Plan-Growth

42.52%

Sundaram Flexi Cap Fund Direct Growth

31.93%

Nj Flexi Cap Fund - Direct Plan Growth

BUILD WEALTH WITH CONFIDENCE

Lime Internet Pvt. Ltd

Kanchenjunga Building, #603, 6th Floor, Connaught Place, 18 Barakhamba Road, New Delhi – 110001

011-42542796

[email protected]

CompanyAbout Wealthzi Blogs Contact Us Terms of Use Privacy Policy RIA Disclaimers Regulatory Disclosure

ProductsMutual Funds PMS AIF Fixed Deposits Bonds Gold NFO

CalculatorsSIP Calculator Lumpsum Calculator SIP Goal Calculator Fixed Deposit (FD) Calculator Recurring Deposit (RD) Calculator Loan EMI Calculator

BSE Member code: 58371

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

Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.