Quant Flexi Cap Fund - Growth Option - Regular Plan
(Erstwhile Escorts Power & Energy Fund - Growth Option)
Fund House: Quant Mutual Fund| Category: Equity: Flexi Cap |
| Launch Date: 01-09-2008 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 1.8% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 6,725.72 Cr As on 31-01-2025(Source:AMFI) |
| Turn over: - | Exit Load: 1% if redeemed within 15 days of allotment of units on all redemptions/switchouts including STP |
86.466
-0.02 (-0.0184%)
14.03%
Benchmark: 12.21%
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
7 Years 11 Months
12 Years 6 Months
12 Years 9 Months
15 Years 8 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 | 17.21 |
| Sharpe Ratio | 0.61 |
| Alpha | 1.89 |
| Beta | 1.12 |
| 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 - Regular Plan | 01-09-2008 | -9.35 | 21.56 | 17.46 | 28.57 | 17.42 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 08-04-2014 | 14.58 | 31.15 | 19.82 | 15.02 | 12.7 |
| Parag Parikh Flexi Cap Fund - Regular Plan - Growth | 05-05-2013 | 11.3 | 26.15 | 18.03 | 23.23 | 17.02 |
| HDFC Flexi Cap Fund - Growth Plan | 01-01-1995 | 10.52 | 25.57 | 22.75 | 22.46 | 14.09 |
| 360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH | 04-06-2023 | 9.78 | - | - | - | - |
| UTI - Flexi Cap Fund-Growth Option | 05-08-2005 | 8.37 | 14.41 | 7.11 | 13.21 | 11.08 |
| Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth | 01-08-2023 | 7.63 | - | - | - | - |
| Invesco India Flexi Cap Fund - Growth | 05-02-2022 | 7.6 | 25.4 | 17.54 | - | - |
| DSP Flexi Cap Fund - Regular Plan - Growth | 29-04-1997 | 7.06 | 19.61 | 13.74 | 15.07 | 12.31 |
| Tata Flexi Cap Fund -Regular Plan-Growth | 05-08-2018 | 6.17 | 19.6 | 12.99 | 13.96 | - |
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
13.21%
Others
12.96%
Large Cap
66.68%
Mid Cap
7.12%
