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Quant Quantamental Fund Direct Plan - Growth

Equity | Thematic - Quant

(NAV as of 22/04/2024)
24.12 (0.70)

3Y Returns

NA

Min SIP

1000

Min Lumpsum

5000

Expense Ratio

0.75%

Fund Size

1387 Cr

Inception Date

30-Apr-21

Fund Manager

Sandeep Tandon

Exit Load

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

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

76.48%

Debt & Others

23.52%

Market Cap Allocation

Large Cap

37.71%

Mid Cap

19.26%

Small Cap

19.51%

Other Cap

23.52%

Sector Allocation

Finance

16.74%

Petroleum Products

9.84%

Derivatives(Index/Stock Futures)

9.33%

Pharmaceuticals

8.35%

Retail

8.05%

Top Ten Holdings

Reliance Industries Ltd

9.84%

Jio Financial Services Ltd

7.48%

Housing &Urban Development Corporation Ltd

6.72%

Britannia Industries Ltd

6.13%

Life Insurance Corporation Of India

5.69%

Investment Objective

The investment objective of the Scheme is to deliver superior returns as compared to the underlying benchmark over the mediumto long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing �good investing principles� such as growth, value and quality within risk constraints. However, there can be 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

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

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