Formerly Escorts High Yield Equity DR
₹ 31.1681
NAV (Mar 04)
Neutral
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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.
Track Record
15 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
10 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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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 portfolio of Large Cap and Mid Cap 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
Very High Risk
2.48 %
Expense Ratio
Dec 01, 2006
Launched (15y ago)
₹ 10
AUM in Crores
INF966L01333
ISIN
No Lock-in
Lock-in
IISL Nifty LargeMidcap 250 TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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About the AMC
Quant Money Managers Limited
Quant Money Managers Limited manages assets worth 665 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.
Aggressive Hybrid
₹ 14 Cr
Fund Size
16.5%
3Y returns
Multi Asset Allocation
₹ 13 Cr
Fund Size
16.1%
3Y returns
Sectoral / Thematic - Consumption
₹ 5 Cr
Fund Size
13%
3Y returns
Mid Cap
₹ 27 Cr
Fund Size
14.5%
3Y returns
Diversified
₹ 10 Cr
Fund Size
10.7%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Quant Large and Mid Cap Fund (DR-A) is a diversified equity fund and has delivered an annualised return of 11.3% over a period of 15 years .The fund was previously known as Escorts High Yield Equity DR.The fund is managed by Quant Money Managers Limited.The fund managers are Ankit A. Pande, Rochan Pattnayak, Sandeep Tandon, Sanjeev Sharma, Vasav Sahgal
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 Large Cap and Mid Cap 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.
The Quant Large and Mid Cap Fund (DR-A) fund was launched on Dec 01, 2006. The NAV (Net Asset Value) of this diversified equity as of 2021-03-04 is ₹ 31.1681. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 9.542. The category risk of the Quant Large and Mid Cap Fund (DR-A) fund is Very High Risk. The fund charges 2.48 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 97.5% in this asset class. The top three holdings of the fund are reliance industries ltd shs dematerialised,fortis healthcare ltd and itc ltd
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.
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 LargeMidcap 250 TR INR
Quant Large and Mid Cap Fund (DR-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 Large and Mid Cap Fund (DR-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.