Quant Mid Cap Fund - Growth Option - Direct Plan
(Erstwhile Escorts Opportunities Fund-Growth Option-Direct Plan)
Fund House: Quant Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 0.62% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 8,382.13 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: - | Exit Load: 0.50% if redeemed with in 3 months from the date of allotment w.e.f 08/08/2021 NIL if redeemed after 3 months from the date of allotment of units. Please Note that prevailing exit load structure at the time of investment will be applicable for redemption/switch-out. |
234.1117
-5.15 (-2.2006%)
17.96%
Benchmark: 17.52%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 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
0 Years 0 Months
1 Years 8 Months
4 Years 4 Months
8 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate long-term capital appreciation and aims to outperform plain vanilla diversified equity funds by dynamically moving investments across sectors.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 18.21 |
| Sharpe Ratio | 0.65 |
| Alpha | -0.95 |
| Beta | 0.97 |
| 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 Mid Cap Fund - Growth Option - Direct Plan | 01-01-2013 | -6.24 | 27.83 | 20.63 | 35.91 | 17.61 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 16.43 | 33.25 | 22.91 | 30.42 | 16.58 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 14.64 | 33.38 | 23.07 | 33.58 | 17.38 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 12.98 | 36.11 | 26.6 | 37.24 | 17.54 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 12.87 | 30.67 | 21.76 | 28.33 | 14.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 11.49 | 31.54 | 22.21 | 29.64 | 14.69 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 11.32 | 25.7 | 18.7 | 30.39 | 16.8 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 11.28 | 31.87 | - | - | - |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 11.26 | 33.24 | 23.64 | 33.49 | 17.33 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 9.74 | 31.43 | 24.78 | 33.48 | 17.09 |
Scheme Characteristics
Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
11.92%
Large Cap
20.05%
Mid Cap
68.02%
