Quant Mid Cap Fund - Growth Option - Regular Plan
(Erstwhile Escorts Opportunities Fund-Growth)
Fund House: Quant Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 26-02-2001 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.77% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 8,782.38 Cr As on 31-12-2024(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. |
208.5461
-0.65 (-0.3112%)
13.51%
Benchmark: 17.6%
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
3 Years 11 Months
13 Years 8 Months
16 Years 2 Months
20 Years 3 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 | 17.18 |
| Sharpe Ratio | 0.92 |
| Alpha | 1.25 |
| Beta | 0.96 |
| 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 - Regular Plan | 26-02-2001 | -0.12 | 26.8 | 19.73 | 29.06 | 17.21 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 31.34 | 38.89 | 28.34 | 27.52 | 18.19 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 21.48 | 33.77 | 21.51 | 23.65 | 16.72 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 20.26 | 28.11 | 19.83 | 22.95 | 17.3 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 19.28 | 34.09 | 22.66 | 25.7 | 17.57 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 18.79 | 31.58 | 20.64 | 20.79 | 14.78 |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 17.87 | 25.47 | 15.5 | 19.62 | 15.41 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 17.57 | 29.88 | 17.25 | 19.39 | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 16.87 | 32.14 | 22.16 | 20.69 | 14.75 |
| BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | 18-08-2022 | 16.64 | 28.3 | - | - | - |
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
7.67%
Large Cap
18.69%
Mid Cap
73.66%
Scheme Documents
