Quant Focused fund Growth

• Alpha 2.60%
• Beta 0.88
• Sharpe Ratio0.50
• Std Deviation 16.82%
• Tracking Error 8.80%

The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a focused portfolio of Large Cap – ‘blue chip’ – companies. There is no assurance that the investment objective of the Scheme will be realized.

The Quant Focused fund Growth has an AUM of 965.80 crores & has delivered CAGR of 26.71% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.22%. The minimum investment in Quant Focused fund Growth is Rs 5000 and the minimum SIP is Rs 1000.

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

The top holdings of the fund include Treps 03-Mar-2025 Depo 10, Reliance Industries, Itc & Grasim Industries.

The major sectors where the fund is invested are Oil & Gas Operations, Tobacco, Construction - Raw Materials & Electric Utilities.

Some of the similar funds are Quant Focused fund Growth, Sundaram Focused Fund Growth, Baroda BNP Paribas Focused Regular Growth, Old Bridge Focused Equity Fund Regular Growth, Edelweiss Focused Fund Regular Growth. Quant Focused fund Growth has a sharpe ratio of 0.50 & a standard deviation of 16.82%.