- Mutual Funds
- Quant Mutual Fund
- Quant Focused fund (Growth)
Formerly Escorts Leading Sectors Gr
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 69.2329
NAV (Nov 30)
Fund Returns
Last 1Y | 15.6% |
Last 3Y | 24.4% |
Last 5Y | 17.1% |
Last 10Y | 19.4% |
Since Inception | 13.7% |
6 Month CAGR | 20.3% |
Scheme Information
The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a focused portfolio of Large Cap – 'blue chip' – companies. There is no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 2.38 |
Launched (15y ago) | Jul 03, 2008 |
AUM in Crores | 417.176 |
ISIN | INF966L01374 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16 |
Standard Deviation (5yr) | 18.9 |
Beta (3yr) | 0.9 |
Beta (5yr) | 0.89 |
Sharpe Ratio (3yr) | 1.153 |
Sharpe Ratio (5yr) | 0.608 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quant Focused fund (Growth) | 11,25,341 | 3,92,729 | 17.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
treps 01-nov-2023 depo 10
26.8%nca-net current assets
22.9%reliance industries ltd
9.7%jio financial services ltd
7.7%dlf ltd
7.2%Allocation by Sector
energy
15.7%healthcare
12.5%financial services
7.7%real estate
7.2%consumer defensive
6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,531 cr | ||
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Quant Money Managers Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
24.4% | 16.7% | ||
27.5% | 10.7% | ||
44% | 11.8% | ||
32.2% | 14.2% | ||
35.5% | 13.3% |
Quant Focused fund (G) Review
Quant Focused fund (G) is a Focused Equity fund and has delivered an annualised return of 13.7% over a period of 15 years. The fund was previously known as Escorts Leading Sectors Gr. The fund is managed by Quant Money Managers Limited. The fund managers are Ankit A. Pande, Sanjeev Sharma, Vasav Sahgal.
Nav of Quant Focused fund (G) as of 11/30/2023 is ₹69.23 with the total AUM as of 12/1/2023 is ₹417.176. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quant Focused fund (G) was launched on Jul 03, 2008. The category risk of the fund is Very High Risk.
The minimum SIP amount for Quant Focused fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Quant Focused fund (G) 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 500 TR INR.
Quant Focused fund (G) is rated as a 4 fund in Equity and delivered 15.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quant Focused fund (G).
Frequently Asked Questions
What is Quant Focused fund (G)?
How to invest in Quant Focused fund (G)?
You can invest in Quant Focused fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Quant Focused fund (G)?
The minimum sip amount for Quant Focused fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Quant Focused fund (G) good to invest in?
As per Scripbox experts, Quant Focused fund (G) is a Top Ranked fund. You can investQuant Focused fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Quant Focused fund (G)?
The expense ratio of the Quant Focused fund (G) is 2.38% for regular plan.