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: 1.73% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 10,515.68 Cr As on 29-11-2024(Source:AMFI) |
| Turn over: - | Exit Load: 1% if redeemed within 15 days of allotment of units on all redemptions/switchouts including STP |
631.4688
-9 (-1.4255%)
19.01%
Benchmark: 16.37%
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:
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 | 16.88 |
| Sharpe Ratio | 0.54 |
| Alpha | -2.4 |
| Beta | 1.1 |
| 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 | 9.68 | 17.03 | 14.31 | 27.57 | 18.15 |
| LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 30.2 | 31.15 | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 28.71 | 33.95 | 20.04 | - | - |
| Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option | 12-09-2003 | 26.54 | 29.13 | 17.07 | 23.32 | 14.2 |
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | 26.42 | 29.16 | 17.08 | 22.16 | 14.6 |
| WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 25.27 | - | - | - | - |
| HSBC Multi Cap Fund - Regular - Growth | 30-01-2023 | 23.96 | - | - | - | - |
| SBI Multicap Fund- Regular Plan- Growth Option | 05-03-2022 | 23.62 | 23.78 | - | - | - |
| Edelweiss Multi Cap Fund - Regular Plan - Growth | 26-10-2023 | 23.61 | - | - | - | - |
| Kotak Multicap Fund-Regular Plan-Growth | 03-09-2021 | 23.19 | 31.66 | 23.43 | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
28.52%
Others
4.44%
Large Cap
39.83%
Mid Cap
27.18%
Scheme Documents
There are no scheme documents available
