Quant Dynamic Asset Allocation Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

The primary investment objective of the scheme is to provide capital appreciation by investing in equity and equity related instruments including derivatives and debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.

The Quant Dynamic Asset Allocation Fund Regular Growth has an AUM of 1220.39 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.14%. The minimum investment in Quant Dynamic Asset Allocation Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Medium & Low respectively.

The top holdings of the fund include Treps 02-May-2025 Depo 10, Reliance Industries, Jio Financial Services & Hdfc Life Insurance Company.

The major sectors where the fund is invested are Insurance (Life), Oil & Gas Operations, Construction Services & Electric Utilities.

Some of the similar funds are Invesco India Balanced Advantage Fund Growth, Union Balanced Advantage Fund Regular Growth, PGIM India Balanced Advantage Fund Regular Growth, Bajaj Finserv Balanced Advantage Fund Regular Growth, Quant Dynamic Asset Allocation Fund Regular Growth. Quant Dynamic Asset Allocation Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.