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. |
198.9588
-1.16 (-0.5854%)
13.27%
Benchmark: 17.29%
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 | 17.41 |
| Sharpe Ratio | 0.81 |
| Alpha | 0.82 |
| Beta | 0.95 |
| 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 | -4.42 | 23.33 | 19.57 | 27.36 | 16.28 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 21.15 | 35.6 | 27.88 | 25.92 | 16.89 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 15.23 | 29.81 | 21.1 | 21.68 | 15.43 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 13.14 | 29.4 | 21.94 | 24.09 | 16.24 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 12.85 | 22.94 | 18.46 | 21.36 | 16.11 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 10.98 | 26.11 | 16.96 | 17.81 | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 10.78 | 26.77 | 19.69 | 19.29 | 13.61 |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 10.28 | 21.21 | 14.5 | 17.9 | 14.39 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 9.59 | 29.45 | 22.1 | 23.51 | 15.88 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 9.16 | 29.78 | - | - | - |
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%
