Quant Active Fund-GROWTH OPTION - Regular Plan

(Erstwhile Escorts Growth Plan-Growth Option)
Fund House: Quant Mutual Fund
Category: Equity: Multi Cap
Launch Date: 21-03-2001
Asset Class: Equity
Benchmark: Nifty 500 Multicap 50:25:25 TRI
TER: 1.71% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 10,532.38 Cr As on 31-10-2024(Source:AMFI)
Turn over: - | Exit Load: 1% if redeemed within 15 days of allotment of units on all redemptions/switchouts including STP

633.1275

19.14%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 500 Multicap 50:25:25 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 8 Months
4 Years 5 Months
4 Years 11 Months
6 Years 9 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims at providing long term capital appreciation and generating income with a diversified equity portfolio with growth potential.

Current Asset Allocation (%)

Indicators

Standard Deviation 16.64
Sharpe Ratio 0.7
Alpha -0.8
Beta 1.07
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 22.01 18.2 14.52 26.99 18.57
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 36.71 30.75 - - -
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 36.27 28.29 - - -
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 36.25 31.25 22.41 - -
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 35.71 - - - -
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 33.76 27.3 16.62 23.13 14.06
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 33.5 - - - -
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 33.31 30.69 23.63 24.1 14.56
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 33.11 - - - -
ICICI Prudential Multicap Fund - Growth 01-10-1994 32.13 27.15 18.27 20.81 14.66

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

26.86%

Others

13.2%

Large Cap

34.48%

Mid Cap

25.42%

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