Quant Flexi Cap Fund - Growth Option-Direct Plan
(Erstwhile Escorts Power & Energy Fund - Growth Option-Direct Plan)
Fund House: Quant Mutual Fund| Category: Equity: Flexi Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 0.61% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 6,735.32 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 |
106.1748
0.94 (0.8824%)
19.43%
Benchmark: 12.44%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 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
3 Years 7 Months
8 Years 0 Months
8 Years 4 Months
11 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide long-term capital gains by investing predominantly in equity and equity-related instruments of the companies in the Power/Energy Sector.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 17.7 |
| Sharpe Ratio | 0.6 |
| Alpha | 3.02 |
| Beta | 1.09 |
| 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 Flexi Cap Fund - Growth Option-Direct Plan | 01-01-2013 | -0.43 | 27.35 | 18.91 | 36.3 | 19.71 |
| HDFC Flexi Cap Fund - Growth Plan | 01-01-1995 | 18.18 | 30.34 | 22.81 | 31.05 | 15.14 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 08-04-2014 | 16.77 | 35.27 | 21.41 | 22.75 | 13.38 |
| Invesco India Flexi Cap Fund - Growth | 05-02-2022 | 15.39 | 30.97 | 20.42 | - | - |
| UTI - Flexi Cap Fund-Growth Option | 05-08-2005 | 15.31 | 19.08 | 9.27 | 20.52 | 12.07 |
| DSP Flexi Cap Fund - Regular Plan - Growth | 29-04-1997 | 14.47 | 25.15 | 16.91 | 23.37 | 13.62 |
| WhiteOak Capital Flexi Cap Fund Regular Plan-Growth | 05-08-2022 | 14.34 | 27.45 | - | - | - |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | 05-05-2013 | 13.74 | 25.26 | 18.57 | 28.66 | 17.02 |
| Tata Flexi Cap Fund -Regular Plan-Growth | 05-08-2018 | 13.27 | 24.55 | 14.71 | 20.42 | - |
| 360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH | 04-06-2023 | 12.79 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.61%
Others
11.89%
Large Cap
67.47%
Mid Cap
10.03%
