Quant Dynamic Asset Allocation Fund - Growth Option - Regular Plan
Fund House: Quant Mutual Fund| Category: Hybrid: Dynamic Asset Allocation |
| Launch Date: 19-04-2023 |
| Asset Class: |
| Benchmark: CRISIL Hybrid 50+50 Moderate Index |
| TER: 2.16% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5,000 |
| Minimum Topup: 1,000 |
| Total Assets: 1,199.18 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: - | Exit Load: 1% if redeemed within 15 days of allotment of units on all redemptions/switchouts including STP |
15.8401
0.01 (0.0537%)
25.16%
Benchmark: 11.41%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced 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
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide capital appreciation by investing in equity and equity related instruments including derivatives and debt and money market instruments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| 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 Dynamic Asset Allocation Fund - Growth Option - Regular Plan | 19-04-2023 | -1.63 | 25.25 | - | - | - |
| UTI - Unit Linked Insurance Plan | 01-10-1971 | 13.24 | 12.57 | 8.87 | 12.44 | 8.1 |
| Axis Balanced Advantage Fund - Regular Plan - Growth | 07-08-2017 | 13.12 | 19.3 | 14.2 | 14.21 | - |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | 10-02-2023 | 12.0 | 16.88 | - | - | - |
| DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | 01-02-2014 | 11.79 | 15.64 | 11.64 | 12.14 | 8.89 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
6.17%
Others
25.61%
Large Cap
63.37%
Mid Cap
4.85%
