Quant Quantamental Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.87
• Std Deviation 15.45%
• Tracking Error 0.00%

The investment objective of the Scheme is to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula. However, there can be no assurance that the investment objective of the scheme will be realized.

The Quant Quantamental Fund Regular Growth has an AUM of 1563.49 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 2.17%. The minimum investment in Quant Quantamental 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 & Exceptional respectively.

The top holdings of the fund include HDFC Bank, Piramal Finance, Adani Enterprises & Adani Green Energy.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Electric Utilities & Insurance (Life).

Some of the similar funds are Invesco India PSU Equity Fund Growth, Quant Quantamental Fund Regular Growth, Edelweiss Business Cycle Fund Regular Growth, Canara Robeco Manufacturing Fund Regular Growth, Aditya Birla Sun Life Transportation and Logistics Fund Regular Growth. Quant Quantamental Fund Regular Growth has a sharpe ratio of 0.87 & a standard deviation of 15.45%.