Quant Momentum Fund - Growth Option - Regular Plan
Category: Equity: Thematic-Active-Momentum
Launch Date: 20-11-2023
AUM:
₹ 1,740.79 Cr
Expense Ratio
2.09%
Benchmark
NIFTY 500 TRI
ISIN
INF966L01CW0
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Mr. Sandeep Tandon
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Quant Momentum Fund - Growth Option - Regular Plan | -14.33 | - | - |
| NIFTY 500 TRI | -2.55 | 16.27 | 21.42 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
13.8887
Last change
-0.3 (-2.1809%)
Fund Size (AUM)
₹ 1,740.79 Cr
Performance
21.27% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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 horizon. There is no assurance that the investment objective of the Scheme will be realized.
Fund Manager
Mr. Sandeep Tandon
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| LIFE INSURANCE CORPORATION OF INDIA EQ | 9.9 |
| RELIANCE INDUSTRIES LIMITED EQ | 9.75 |
| TREPS 01-Jul-2025 DEPO 10 | 9.29 |
| HDFC LIFE INSURANCE COMPANY LIMITED EQ | 9.24 |
| THE TATA POWER COMPANY LIMITED EQ NEW FV Re.1/- | 9.02 |
| DLF LIMITED EQ NEW FV RS.2/- | 6.43 |
| NSE NIFTY 31/07/2025 | 5.94 |
| AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- | 4.66 |
| RELIANCE STRATEGIC INVESTMENTS LIMITED EQ | 4.29 |
| ADANI ENTERPRISES LIMITED EQ NEW FV RE.1/- | 4.07 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 27.38 |
| Oil, Gas & Consumable Fuels | 15.5 |
| Power | 9.02 |
| Healthcare | 7.56 |
| Realty | 6.43 |
| Automobile and Auto Components | 5.52 |
| Metals & Mining | 4.07 |
| Fast Moving Consumer Goods | 2.9 |
| Media, Entertainment & Publication | 2.9 |
| Information Technology | 1.11 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Quant Momentum Fund Reg Gr | 0.0 |
| Samco Active Momentum Fund Reg Gr | 0.0 |