QUANT QUANTAMENTAL FUND REGULAR PLAN - GROWTH

NORMAL RISK
Equity
Equity: Thematic
6M returns
39.25 %
Current NAV
24.41
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Min. SIP
5000
AUM
₹ 2173.5 Cr

Return Calculator

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

Investment distribution

Reliance Industries9.9 %
JIO Financial Services8.1 %
Britannia Industries7.3 %
Jindal Steel & Power7.3 %
Hindalco Industries6.5 %
Adani Power5.9 %

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 ratio2.31%
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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