Quant Focused fund Growth

• Alpha 2.60%
• Beta 0.88
• Sharpe Ratio0.25
• Std Deviation 17.25%
• 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 826.63 crores & has delivered CAGR of 12.13% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.36%. 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 & High respectively.

The top holdings of the fund include Capri Global Capital, Adani Enterprises, Adani Green Energy & HDFC Bank.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Coal & Electric Utilities.

Some of the similar funds are Quant Focused fund Growth, Sundaram Focused Fund Growth, Baroda BNP Paribas Focused Regular Growth, Edelweiss Focused Fund Regular Growth, ITI Focused Fund Regular Growth. Quant Focused fund Growth has a sharpe ratio of 0.25 & a standard deviation of 17.25%.