Quant Value Fund - Regular Plan Growth

NORMAL RISK
Equity
Equity: Value Oriented
6M returns
-8.10 %
Current NAV
18.43
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Min. SIP
5000
AUM
₹ 1674.7 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 %
ITC9.4 %
Life Insurance8.4 %
Reserve Bank of India6.5 %
Larsen & Toubro6.4 %
JIO Financial6.2 %

Fund Manager

SS
Sanjeev Sharma
VS
Vasav Sahgal
ST
Sandeep Tandon
AA
Ankit A Pande
VP
Varun Pattani
CA
Chandramouli Alla
SK
Sameer Kate
AK
Ayusha Kumbhat
YT
Yug Tibrewal

Fund Information

Launched
30 Nov 2021(3 years ago)
Expense ratio2.05%
Exit LoadExit load of 1%, if redeemed within 15 days.
Benchmark index
NIFTY 500 TRI100%

Fund Objective

The scheme seeks to achieve capital appreciation in the long-term by primarily investing in a welldiversified portfolio of value stocks. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations.

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