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    • Quant Focused fund of Income Distribution cum capital withdrawal (RIDCW-A)

    Formerly Quant Focused fund DR

    Quant Mutual Fund

    Quant Focused fund of Income Distribution cum capital withdrawal (RIDCW-A)

    EquityDiversified

    Top Ranked

    39.9398

    NAV (Sep 23)

    15.4%
    5 Year CAGR
    Scripbox Opinion

    Top Ranked

    Quant Focused fund of Income Distribution cum capital withdrawal (RIDCW-A) is a good choice within diversified mutual funds.

    Scripbox recommends other funds for investment in diversified.

    Click here to see our recommendations.

    Diversified 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

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

    Relative Size

    41 Cr. Negligible within the category

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
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      No Lock-in
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      Grow Wealth , Retirement , Kid's Education

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    Historical NAV

    39.9398

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    68.5%
    Last 3Y
    18.9%
    Last 5Y
    15.4%
    Last 10Y
    20.4%
    Since Inception
    15.1%
    6 Month CAGR
    19.6%
    info-icon-blue

    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 focused portfolio of large cap ¨C blue chip ¨C companies.There is no assurance that the investment objective of the Scheme will be realized.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.25
    Launched (13y ago)
    Aug 29, 2008
    AUM in Crores
    40.338
    ISIN
    INF966L01366
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty 100 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Ankit A. Pande

    Fund Manager

    user-avatar

    Sanjeev Sharma

    Fund Manager

    user-avatar

    Vasav Sahgal

    Fund Manager

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    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
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
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      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Quant Money Managers Limited

    Quant Money Managers Limited manages assets worth 3,479 crores and was set up on 1 December 1995. It's current offering of mutual fund schemes includes 28 equity,16 debt and 6 hybrid funds.

    amc-img

  • tel-amc-about
    9819338394
  • mail-amc-about
    compliance.mf@quant.in
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5.7%

    7.8%

    top-ranked-badge

    %

    4.6%

    top-ranked-badge

    %

    4.6%

    top-ranked-badge

    %

    4.6%

    top-ranked-badge

    18.9%

    14%

    growth

    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
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Quant Focused fund of Income Distribution cum capital withdrawal (RIDCW-A)

    About Quant Focused fund of Income Distribution cum capital withdrawal (RIDCW-A)

    Quant Focused fund of Income Distribution cum capital withdrawal (RIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 15.1% over a period of 13 years. The fund was previously known as Quant Focused fund DR . The fund is managed by Quant Money Managers Limited. The fund managers are Ankit A. Pande, Sanjeev Sharma, Vasav Sahgal

    Quant Focused fund of Income Distribution cum capital withdrawal (RIDCW-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 focused portfolio of large cap ¨C blue chip ¨C 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 Focused fund of Income Distribution cum capital withdrawal (RIDCW-A) NAV,AUM,Risk

    The Quant Focused fund of Income Distribution cum capital withdrawal (RIDCW-A) fund was launched on Aug 29, 2008. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-09-23 is ₹39.94. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹40.338. The category risk of the Quant Focused fund of Income Distribution cum capital withdrawal (RIDCW-A) fund is Very High Risk. The fund charges 2.25 % as expense ratio.

    Quant Focused fund of Income Distribution cum capital withdrawal (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 95.8% in this asset class. The top three holdings of the fund are , housing development finance corp ltd , itc ltd , larsen & toubro ltd , reliance industries ltd , united spirits ltd , vedanta ltd , indusind bank ltd , hdfc life insurance company limited , hdfc bank ltd , gail (india) ltd , oracle financial services software ltd , state bank of india , nmdc ltd , adani ports & special economic zone ltd , macrotech developers ltd , sun tv network ltd , treps 01-sep-2021 depo 10 , nca-net current assets , icici bank ltd

    Quant Focused fund of Income Distribution cum capital withdrawal (RIDCW-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 Focused fund of Income Distribution cum capital withdrawal (RIDCW-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 100 TR INR

    Quant Focused fund of Income Distribution cum capital withdrawal (RIDCW-A) Review

    Quant Focused fund of Income Distribution cum capital withdrawal (RIDCW-A) has a score of 4 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 Focused fund of Income Distribution cum capital withdrawal (RIDCW-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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