QUANT QUANTAMENTAL FUND REGULAR PLAN - GROWTH

NORMAL RISK
Equity
Equity: Thematic
6M returns
25.29 %
Current NAV
25.57
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Min. SIP
5000
AUM
₹ 2563.9 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

Reliance Industries10.7 %
HDFC Bank10.3 %
JIO Financial Services6.8 %
Reserve Bank of India6.2 %
Adani Power6.1 %
Steel Authority Of India6.1 %

Fund Manager

SS
Sanjeev Sharma
VS
Vasav Sahgal
ST
Sandeep Tandon
AA
Ankit A Pande
CA
Chandramouli Alla

Fund Information

Launched
03 May 2021(3 years ago)
Expense ratio1.96%
Exit LoadExit load of 1%, if redeemed within 15 days.
Benchmark index
NIFTY 500 TRI100%
NIFTY 200 TRI100%

Fund Objective

The scheme seeks 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 which aims to enhance portfolio exposures to factors representing good investing principles such as growth, value and quality within risk constraints.

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