Quant Momentum Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹1,354.89 Cr
Expense Ratio
3.08%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹1000.00
Launch Date
21 Nov 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -1.93% | -- |
| 3 Months | -4.85% | -- |
| 6 Months | +6.3% | -- |
| 1 Year | +5.03% | +5.03% |
| 2 Years | -- | -2.24% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +47.1% | +14.24% |
Holdings as on 16 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Treps 01-Oct-2026 Depo 10 | 234.39 | 18.47 |
| Indus Towers | 119.21 | 9.39 |
| Aurobindo Pharma | 118.48 | 9.34 |
| Adani Enterprises | 114.97 | 9.06 |
| Piramal Finance | 112.04 | 8.83 |
| Adani Green Energy | 105.70 | 8.33 |
| Reliance Industries | 85.14 | 6.71 |
| Bharat Heavy Electricals | 62.27 | 4.91 |
| Hexaware Technologies | 51.36 | 4.05 |
| Colgate Palmolive (India) Ltd. | 49.00 | 3.86 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Axis Innovation Fund Regular Growth | +11.64% | +16.3% | +8.92% |
| Union Innovation & Opportunities Fund Regular Growth | +4.4% | +15.54% | -- |
| Mahindra Manulife Business Cycle Fund Regular Growth | -0.02% | +13.6% | -- |
| Quant Momentum Fund Regular Growth | +5.03% | -- | -- |
| Tata India Innovation Fund Regular Growth | -2.04% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The Quant Momentum Fund Regular Growth has an AUM of 1354.89 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 3.08%. The minimum investment in Quant Momentum 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 fund has a present cash holding of %. The top holdings of the fund include Treps 01-Oct-2026 Depo 10, Indus Towers, Aurobindo Pharma, Adani Enterprises.
The major sectors where the fund is invested are Construction Services, Major Drugs, Coal, Consumer Financial Services.
Some of the similar funds are Axis Innovation Fund Regular Growth, Union Innovation & Opportunities Fund Regular Growth, Mahindra Manulife Business Cycle Fund Regular Growth, Quant Momentum Fund Regular Growth, Tata India Innovation Fund Regular Growth. Quant Momentum Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Quant Momentum Fund Regular Growth has a Medium risk & Low return.
Quant Momentum Fund Regular Growth is managed by Sanjeev Sharma,Ankit A. Pande,Sandeep Tandon,Varun Pattani,Sameer Kate,Ayusha Kumbhat,Yug Tibrewal.
The expense ratio of Quant Momentum Fund Regular Growth is 3.08%.
The 5 year annualized return on Quant Momentum Fund Regular Growth is 0.00% & it has generated 5.03% in the last 1 year.
The minimum investment in Quant Momentum Fund Regular Growth is 5000 Rs.
Quant Momentum Fund Regular Growth has an AUM of 1354.89 crores.
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