Quant Focused Fund - Growth Option - Regular Plan
(Erstwhile Escorts Leading Sectors Fund - Growth Option)
Fund House: Quant Mutual Fund| Category: Equity: Focused |
| Launch Date: 01-08-2008 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.19% As on (31-05-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,003.94 Cr As on (31-05-2024) |
| Turn over: - | Exit Load: Exit load of 1%, if redeemed within 15 days. |
90.5994
0.3 (0.3273%)
14.85%
Benchmark: 12.86%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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
6 Years 3 Months
12 Years 5 Months
12 Years 9 Months
There is no value for 10x
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 companies from Leading Sectors, depending upon their growth prospects and sustainability of future earnings growth. A Leading sector shall be the one that is growing at a rate higher than the nominal GDP of the economy.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.85 |
| Sharpe Ratio | 0.92 |
| Alpha | 4.25 |
| Beta | 0.91 |
| 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 Focused Fund - Growth Option - Regular Plan | 01-08-2008 | 48.95 | 35.06 | 21.99 | 23.07 | 19.17 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 66.14 | 38.74 | 24.21 | - | - |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | 01-11-2020 | 53.62 | 36.61 | 24.64 | - | - |
| JM Focused Fund (Regular) - Growth Option | 05-03-2008 | 48.27 | 37.48 | 23.54 | 16.85 | 14.93 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 46.98 | 35.19 | 23.65 | 22.26 | 15.26 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 44.9 | 36.48 | 28.78 | 21.11 | 14.39 |
| DSP Focus Fund - Regular Plan - Growth | 10-06-2010 | 44.59 | 32.24 | 16.52 | 16.76 | 14.24 |
| ITI Focused Equity Fund - Regular Plan - Growth | 19-06-2023 | 43.5 | - | - | - | - |
| BARODA BNP PARIBAS Focused Fund - Regular Plan-Growth Option | 06-10-2017 | 43.02 | 30.75 | - | - | - |
| Edelweiss Focused Fund - Regular Plan - Growth | 26-07-2022 | 42.14 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
19.96%
Large Cap
80.06%
