Quant Momentum Fund – Direct Growth

₹ 1,000
Min SIP
₹ 5,000
Min Lumpsum
0.74 %
Expense Ratio
Rating
1,654
Fund Size (in Cr)
6 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 13 May 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns - - - 40.2%
Category Average 33.3% 19.3% 18.8% -

Scheme Allocation

By Holding
By Sector
By Asset
Others
71.88%
View all Holdings
Holdings Sector Instrument Asset
Reliance Industr Refineries Equity 9.27%
Bharat Electron Aerospace & Defence Equity 6.62%
Jana Small Finan Banks Equity 4.61%
Juniper Hotels Hotels & Restaurants Equity 4.24%
Exicom Tele-Sys. Capital Goods - Electrical Equipment Equity 3.38%
Container Corpn. Logistics Equity 3.03%
Life Insurance Insurance Equity 2.6%
B H E L Capital Goods - Electrical Equipment Equity 2.42%
Adani Power Power Generation & Distribution Equity 2.15%
DLF Realty Equity 2%
Ircon Intl. Infrastructure Developers & Operators Equity 1.89%
Engineers India Infrastructure Developers & Operators Equity 1.85%
I R C T C Railways Equity 1.76%
Capacit'e Infra. Realty Equity 1.69%
Wipro IT - Software Equity 1.68%
H U D C O Finance Equity 1.63%
Apeejay Surrend. Hotels & Restaurants Equity 1.44%
Tata Power Co. Power Generation & Distribution Equity 1.43%
SMS Pharma. Pharmaceuticals Equity 1.33%
Pitti Engg. Capital Goods-Non Electrical Equipment Equity 1.07%
Chambal Fert. Fertilizers Equity 1.03%
GAIL (India) Gas Distribution Equity 1.01%
Just Dial E-Commerce/App based Aggregator Equity 1%
Samvardh. Mothe. Auto Ancillaries Equity 0.99%
Popular Vehicles Trading Equity 0.88%
Aegis Logistics Trading Equity 0.84%
S A I L Steel Equity 0.79%
Britannia Inds. FMCG Equity 0.64%
Debt
17.01%
Others
13.93%
Petroleum Products
9.48%
Banks
7.42%
Power
4.66%
Others
47.5%
View all Sectors
Sectors Asset
Debt 17.01%
Others 13.93%
Petroleum Products 9.48%
Banks 7.42%
Power 4.66%
IT-Software 4.4%
Construction 4.34%
Pharmaceuticals & Biotech 4.08%
Insurance 4.07%
Leisure Services 4.07%
Gas 3.21%
Aerospace & Defense 2.88%
Telecom-Services 2.61%
Electrical Equipments 2.06%
Capital Markets 1.91%
Industrial Manufacturing 1.41%
Auto Components 1.35%
Transport Infrastructure 1.28%
Industrial Products 1.26%
Healthcare Services 1.1%
Retailing 1%
Food Products 0.99%
Finance 0.95%
Ferrous Metals 0.88%
Cash & Others -6.35%
Equity
63.27%
Derivatives
21.74%
Reverse Repos
21.29%
T-Bills
6.89%
Net Curr Ass/Net Receivables
-13.17%

Advance Ratio

43.19
Alpha
5.41
SD
1.38
Beta
4.54
Sharpe

Exit Load

Exit Load For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrepective of the amount of investment: 1% Nil - For redemption / switch outs after 15 days from the date of allotment.

Fund 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.

Fund Managers

Sandeep Tandon

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Quant Mutual Fund
AUM:
58,934 Cr
Address:
6th Floor, Sea Breeze Building, A. M. Road, Prabhadevi Mumbai - 400025
Contact:
022-62955000
Email ID:
compliance.mf@quant.in

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Frequently Asked Questions

How to invest in Quant Momentum Fund – Direct Growth ?

You can invest in Quant Momentum Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Quant Momentum Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Quant Momentum Fund – Direct Growth ?

The NAV of Quant Momentum Fund – Direct Growth is ₹13.9 as of 13 May 2024.

How to redeem Quant Momentum Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Quant Momentum Fund – Direct Growth?

The minimum SIP amount of Quant Momentum Fund – Direct Growth is ₹1000

What are the top sectors Quant Momentum Fund – Direct Growth has invested in?

The top sectors Quant Momentum Fund – Direct Growth has invested in are
  1. Debt - 17.01%
  2. Others - 13.93%
  3. Petroleum Products - 9.48%
  4. Banks - 7.42%
  5. Power - 4.66%

Can I make investments in both the SIP and Lump Sum schemes of Quant Momentum Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Quant Momentum Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Quant Momentum Fund – Direct Growth generated ?

The Quant Momentum Fund – Direct Growth has delivered 40.2% since inception

What is the expense ratio of Quant Momentum Fund – Direct Growth ?

The expense ratio of Quant Momentum Fund – Direct Growth is 0.74 % as of 13 May 2024.

What is the AUM of Quant Momentum Fund – Direct Growth?

The AUM of Quant Momentum Fund – Direct Growth is ₹58,934 Cr as of 13 May 2024

What are the top stock holdings of Quant Momentum Fund – Direct Growth?

The top stock holdings of Quant Momentum Fund – Direct Growth are
  1. Reliance Industr - 9.27%
  2. Bharat Electron - 6.62%
  3. Jana Small Finan - 4.61%
  4. Juniper Hotels - 4.24%
  5. Exicom Tele-Sys. - 3.38%

How can I redeem my investments in Quant Momentum Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Quant Momentum Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now