Quant Mutual Fundimage

Quant Momentum Fund

EquitySectoral/ThematicIDCW-ReinvestmentIDCWGrowth

Fund Overview

NAV (20 Dec 24)

₹ 14.01

AUM (in Cr)

₹ 2056.78

1 Year CAGR

% 29.89

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Quant Momentum Fund
0.62
-10.24
-6.99
29.89
0.00
0.00
Nifty 500
1.44
-7.63
0.49
19.95
17.18
18.86
Sectoral/Thematic
2.26
10.60
19.38
45.10
21.55
25.94

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

The primary investment objective of the scheme is to achieve long-term capital appreciation for its investors. This objective will be pursued by strategically investing in a diversified portfolio of equity and equity-related instruments. The selection of these instruments will be based on a quantitative model meticulously designed to identify potential investment opportunities that exhibit the potential for significant capital appreciation over the specified investment horizon. There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
% 2.04
Benchmark
Nifty 500
AUM
₹ 2056.78
Inception Date
30 Oct 2023
Turnover Ratio
-
Exit Load
For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrespective of the amount of investment: 1%. If units are redeemed or switched out on or after 15 days from the date of allotment of units, irrespective of the amount of investment : Nil.
Asset Class
Equity
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