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Quant Dynamic Asset Allocation Fund - Regular Plan Growth

Hybrid | Dynamic Asset Allocation

(NAV as of 17/05/2024)
15.90 (0.81)

3Y Returns

NA

Min SIP

1000

Min Lumpsum

5000

Expense Ratio

2.39%

Fund Size

467 Cr

Inception Date

06-Apr-23

Fund Manager

Sandeep Tandon

Exit Load

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

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

71.24%

Debt & Others

28.76%

Market Cap Allocation

Large Cap

34.44%

Mid Cap

8.20%

Small Cap

28.60%

Other Cap

28.76%

Sector Allocation

Finance

16.89%

Automobiles

11.91%

Derivatives(Index/Stock Futures)

11.02%

Petroleum Products

9.73%

Insurance

6.25%

Top Ten Holdings

Reliance Industries Ltd

9.73%

JK Tyre�& Industries Ltd

9.58%

Housing &Urban Development Corporation Ltd

8.51%

Jio Financial Services Ltd

8.38%

Life Insurance Corporation Of India

6.25%

Investment Objective

The Primary Investment Objective Of The Scheme Is To Provide Capital Appreciation By Investing In Equity And Equity Related Instruments Including Derivatives And Debt And Money Market Instruments. However, There Can Be No Assurance That The Investment Objective Of The Scheme Will Be Realized, As Actual Market Movements May Be At Variance With Anticipated Trends.

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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