Quant Momentum IDCW Payout Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

Quant Momentum IDCW Payout Direct Plan

NAV
₹12.7014
-1.72%
(28 Feb)
AUM
1,890 Cr
TER
0.86%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
-2.8%
-4.4%
-4.4%
-4.4%
-6.8%
3Y
NA
+31.2%
+31.2%
+31.2%
+29.1%
5Y
NA
+23.2%
+23.2%
+23.2%
+22.3%
ALL
+22.2%
+11.1%
+11.1%
+11.1%
+15.4%
VOL
19.1%
20.3%
20.3%
20.3%
20.2%
TER
0.9%
0.8%
0.8%
0.8%
0.8%
AUM
₹1,890 Cr
₹4,543 Cr
₹4,543 Cr
₹4,543 Cr
₹1,230 Cr
INFO
1.16
0.54
0.54
0.54
0.77
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Quant Momentum IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
Reliance Industries Ltd
9.8%
Larsen & Toubro Ltd
9.8%
ITC Ltd
9.3%
Treps 03-Feb-2025 Depo 10
8.8%
Life Insurance Corporation of India
8.2%
Tata Power Co Ltd
5.8%
Container Corporation of India Ltd
5.6%
HDFC Life Insurance Co Ltd
5.1%
Bajaj Finance Ltd
4.8%
Aurobindo Pharma Ltd
4.4%
Top industry exposure
Financial Services
21.3%
Industrials
15.4%
Consumer Defensive
13.6%
Energy
11.8%
Utilities
7.1%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 15 days
Fund objective
The primary investment objective of the scheme is to achieve long-term capital appreciation for its investors. This objective will be pursued by strategically investing in a diversified portfolio of equity and equity-related instruments. The selection of these instruments will be based on a quantitative model meticulously designed to identify potential investment opportunities that exhibit the potential for significant capital appreciation over the specified investment.
Fund manager(s)
Sanjeev Sharma
Ankit A. Pande
Sandeep Tandon
Varun Pattani
Sameer Kate
Ayusha Kumbhat

FAQs