Item: Quant Momentum Fund Direct Growth
Rating: Unrated
Author: Morningstar

Home › Mutual Funds › Quant Mutual Fund › Quant Momentum Fund Direct Growth

13.223 (-0.331%)

NAV on February 21, 2025

Category Equity:
Equity - Other

Investment StyleBox

Large Growth

Total Assets 1,890 cr

Turnover Ratio 96.91%

Expense Ratio 0.86%

Exit Load 1.00%if redeemed within
15 Days0.00%if redeemed after 15 Days

Returns

1M: -5.30%
1Y: 0.76%
3M: -5.77%
3Y: N/A
6M: -18.07%
5Y: N/A

Min Investment 5,000

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Sanjeev Sharma (Since over 1 year) Ankit A. Pande (Since over 1 year) Sandeep Tandon (Since over 1 year) Sameer Kate (Since 20 days)

ISIN INF966L01CZ3

Fund Family Quant

P/E Ratio 24.99

P/B Ratio 3.28

Launch Date November 21, 2023

Benchmark Nifty 500 TR INR

SECTOR WEIGHTINGS (%)

Financial 25.75%

Industrial 18.62%

Technology 0.0%

Basic Materials 0.0%

Consumer Cyclical 4.37%

Utilities Services 8.56%

Healthcare Services 6.60%

Energy Services 14.32%

Communication Services 3.34%

Consumer Defensive 16.50%

Real Estate 1.93%

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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

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