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  • Quant Money Managers Limited
  • Quant Consumption Fund (Dividend Payout - Annually)

Formerly Escorts Power and Energy DP

Quant Consumption Fund (Dividend Payout - Annually)

Quant Consumption Fund (Dividend Payout - Annually)

Equity

Sectoral / Thematic - Consumption

22.6311

NAV (Nov 20)

Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in sectoral / thematic - consumption.

Click here to see our recommendations.

Sectoral / thematic - consumption funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

12 Years

The Fund has Sufficient history for analysis and the track record is good.

Relative Size

2 Cr

Negligible within the category

Category View

Positive

The category has a positive investment outlook

Consistency Of Performance

Good

The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 years
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Scheme Information

Investment Objective

The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Consumption driven companies. There is no assurance that the investment objective of the Scheme will be realized.

Low

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Moderately Low

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Moderate

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Moderately High

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High

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High Risk

2.48 %

Expense Ratio

Sep 30, 2008

Launched (12y ago)

₹ 2

AUM in Crores

INF966L01432

ISIN

No Lock-in

Lock-in

IISL Nifty India Consumption TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Ankit A. Pande

Fund Manager

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Rochan Pattnayak

Fund Manager

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Vasav Sahgal

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-20

Top Stock Holdings

Treps 02-nov-2020 depo 10

12.2%
12.2%

Stylam industries ltd

10%
10%

Zydus wellness ltd

8.7%
8.7%

Majesco ltd

8.4%
8.4%

Ptc india financial services ltd

8.2%
8.2%
See all holdingsright-arrow
allocation by market cap

Allocation by Sector

Consumer defensive

31.4%
90%

Consumer cyclical

18.6%
90%

Financial services

10.7%
90%

Communication services

9.6%
90%

Technology

8.4%
90%
See all sectorsright-arrow
comparison

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amc-icon

About the AMC

Quant Money Managers Limited

Quant Money Managers Limited manages assets worth 430 crores and was set up on 1 December 1995. It's current offering of mutual fund schemes includes 25 equity,16 debt and 6 hybrid funds.

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    9819338394
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    compliance.mf@quant.in
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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 years
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
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      Zero fees for all your investments
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    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 12 %
    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

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    About Quant Consumption Fund (DP-A)

    About Quant Consumption Fund (DP-A)

    Quant Consumption Fund (DP-A) is a sectoral / thematic - consumption equity fund and has delivered an annualised return of 8.8% over a period of 12 years .The fund was previously known as Escorts Power and Energy DP.The fund is managed by Quant Money Managers Limited.The fund managers are Ankit A. Pande, Rochan Pattnayak, Vasav Sahgal

    Quant Consumption Fund (DP-A) Investment Objective

    The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Consumption driven companies. There is no assurance that the investment objective of the Scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.

    Quant Consumption Fund (DP-A) NAV,AUM,Risk

    The Quant Consumption Fund (DP-A) fund was launched on Sep 30, 2008. The NAV (Net Asset Value) of this sectoral / thematic - consumption equity as of 2020-11-20 is ₹ 22.6311. The total AUM (Asset Under Management) of the fund as of 2020-11-20 is ₹ 1.941. The category risk of the Quant Consumption Fund (DP-A) fund is High Risk. The fund charges 2.48 % as expense ratio.

    Quant Consumption Fund (DP-A) Holdings

    The fund’s highest allocation is towards equity and has invested 95.4% in this asset class. The top three holdings of the fund are stylam industries ltd,zydus wellness ltd and majesco ltd

    Quant Consumption Fund (DP-A) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    Quant Consumption Fund (DP-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty India Consumption TR INR

    Quant Consumption Fund (DP-A) Review

    Quant Consumption Fund (DP-A) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Quant Consumption Fund (DP-A) has a score of 1 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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