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

Quant Momentum IDCW Reinvest Direct Plan

NAV
₹14.5466
-0.47%
(3 May)
AUM
1,357 Cr
TER
0.77%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+98.0%
+98.0%
+98.0%
+85.2%
NA
3Y
+44.5%
+44.5%
+44.5%
+43.8%
NA
5Y
+26.6%
+26.6%
+26.6%
NA
NA
ALL
+13.3%
+13.3%
+13.3%
+33.1%
+45.2%
VOL
19.8%
19.8%
19.8%
22.1%
20.4%
TER
1.0%
1.0%
1.0%
0.5%
0.8%
AUM
₹1,876 Cr
₹1,876 Cr
₹1,876 Cr
₹3,404 Cr
₹1,357 Cr
INFO
0.67
0.67
0.67
1.49
2.22
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 Reinvest (DR)
₹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 Mar
Top holdings
Treps 02-Apr-2024 Depo 10
12.5%
Nca-Net Current Assets
12.5%
Reliance Industries Ltd
9.7%
Exicom Tele-Systems Ltd
5.9%
Juniper Hotels Ltd
5.8%
Bharat Electronics Ltd
4.2%
Future on Larsen & Toubro Ltd
4.2%
Tata Steel Ltd
3.9%
Jana Small Finance Bank Ltd
3.4%
Life Insurance Corporation of India
3.0%
Top industry exposure
Industrials
22.3%
Consumer Cyclical
11.3%
Energy
9.7%
Financial Services
8.6%
Basic Materials
7.9%
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 horizon. There is no assurance that the investment objective of the Scheme will be realized.
Fund manager(s)
Ankit A. Pande
Sandeep Tandon

FAQs