Quant Active Fund
NAV Growth: Rs 495.4292
NAV IDCW: Rs 57.3762
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund is mandated to invest at least 25 per cent of its money each in stocks of large, medium and small-sized companies. Such funds can be fairly volatile since at least 50% of their assets will always be invested in mid and small cap stocks which generally experience more severe ups and downs. This makes them suitable for long-term investors who don’t mind higher risk, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Large Cap, Mid Cap and Small Cap companies.
Fund Manager:
1) Ankit A Pande
Education: Mr. Pande has done CFA and MBA
Experience: Prior to joining Quant Mutual Fund he has worked with Infosys Finacle. Began his career in equity research in 2011.
2) Vasav Sahgal
Education: B.Com. and CFA
Experience: Prior to joining Quant Mutual Fund, he has worked with Eqestar capital as Equity Research Analyst.
3) Sanjeev Sharma
Education: Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
Experience: He has total work experience of 17 years including 13 years of experience in the financial market. He specializes in identifying crucial inflexion points in securities.
Investment Details
Min. Investment (Rs) | 5,000 |
Min. Addl Investment (Rs) | 1,000 |
Min. SIP Investment (Rs) | 1,000 |
Min. Withdrawal (Rs) | 1,000 |
Min. No of Cheques | 6 |
Min. Balance (Rs) | — |
Lock-in Period | NA |
Exit Load | 0 |
Basic Details
Fund House | Quant Mutual Fund |
Launch Date | 01-Jan-13 |
Return Since Launch | 19.90% |
Benchmark | Nifty 500 Multicap 50:25:25 TRI |
Riskometer | Very High |
Type | Open-ended |
Assets | Rs 4,337 Cr |
(As on 31-May-2023) | |
Expense | 0.58% |
(As on 31-May-2023) | |
Risk Grade | — |
Return Grade | — |
Turnover | 100.00% |
Quant Active Fund Trailing Returns (%)
Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
Quant Active Dir | 1.98 | 0.67 | 4.59 | 12.89 | 1.98 | 26.52 | 38.91 | 22.90 | 20.61 | 22.67 |
S&P BSE 500 TRI | 6.78 | 0.95 | 4.28 | 13.18 | 6.78 | 23.98 | 26.40 | 13.86 | 14.51 | 15.27 |
Equity: Multi Cap | 10.29 | 0.77 | 4.92 | 14.42 | 10.29 | 29.31 | — | — | — | — |
Rank within category | 16 | 13 | 15 | 18 | 16 | 11 | — | — | — | — |
Number of funds in category | 16 | 19 | 19 | 19 | 16 | 14 | 0 | 0 | 0 | 0 |
Quant Active Fund Peer Comparison
Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
Quant Active Dir | Unrated | 26.52 | 38.91 | 22.90 | 0.58 | 4,337 | 19.90 | — | 10yrs 6mo | 100.00 |
Nippon Ind Multi Cap Dir | Unrated | 38.60 | 38.76 | 17.60 | 1.05 | 16,190 | 15.55 | 1.00 (365) | 10yrs 6mo | 33.00 |
SBI Multicap Dir | Unrated | 21.58 | — | — | 0.88 | 12,213 | 11.47 | 1.00 (365) | 1yrs 3mo | 26.00 |
ICICI Pru Multicap Dir | Unrated | 29.31 | 29.45 | 14.74 | 1.05 | 7,555 | 15.63 | 1.00 (365) | 10yrs 6mo | 75.00 |
HDFC Multi Cap Dir | Unrated | 38.39 | — | — | 0.59 | 6,627 | 17.22 | 1.00 (365) | 1yrs 6mo | 10.15 |
Portfolio Analysis
No. of Stocks | 45 |
Top 10 Stocks | 46.42% |
Top 5 Stocks | 31.10% |
Top 3 Sectors | 40.95% |
Portfolio P/B Ratio | 2.47 |
Portfolio P/E Ratio | 20.86 |
Portfolio Breakup
Fund | Category | |
Average Mkt Cap (Rs Cr) | 75,892 | 56,363 |
Giant (%) | 38.85 | 31.38 |
Large (%) | 13.64 | 13.82 |
Mid (%) | 30.81 | 37.65 |
Small (%) | 16.61 | 17.14 |
Tiny (%) | 0.09 | 0.09 |
Chanakya’s Mutual Fund Guidance For Quant Active Fund
Do not invest in this, or any other multi-cap fund, if you need to redeem your investment in less than five years.
Apply Online: https://quantmutual.com/mutual-funds-india/funds
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