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Quant Commodities Fund - Growth Option - Regular Plan

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Category: Equity: Thematic-Others
Launch Date: 27-12-2023
Asset Class: Equity
Benchmark: NIFTY Commodities TRI
Expense Ratio: 2.43% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 423.44 Cr As on (31-12-2024)
Turn over:
NAV as on 04-02-2025

12.5324

0.18 (1.4435%)

CAGR Since Inception

21.88%

NIFTY Commodities TRI 12.27%

PERFORMANCE of Quant Commodities Fund - Growth Option - Regular Plan

Scheme Performance (%) Data as on - 04-02-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Quant Commodities Fund - Growth Option - Regular Plan 11.64 - - - 21.88
NIFTY COMMODITIES TRI -1.99 11.64 21.24 13.13 12.27
Equity: Thematic-Others 11.83 15.16 21.17 13.15 9.58

Yearly Performance (%)

Nav Movement

Fund Managers

Sanjeev Sharma, Vasav Sahgal, Ankit A Pande, Varun Pattani

Investment Objective

The scheme seeks to generate long-term capital appreciation by creating a portfolio that is invested predominantly in Equity and Equity related securities of companies engaged in commodity and commodity related sectors. There is no assurance that the investment objective of the Scheme will be realized.

RETURNS CALCULATOR for Quant Commodities Fund - Growth Option - Regular Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Quant Commodities Fund - Growth Option - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Quant Commodities Fund - Growth Option - Regular Plan - - - - - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of Quant Commodities Fund - Growth Option - Regular Plan

Compare SIP Compare Lumpsum
Period
Data as on - 04-02-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Quant Commodities Fund - Growth Option - Regular Plan 27-12-2023 11.64 0.0 0.0 0.0 0.0
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 23.55 0.0 0.0 0.0 0.0
Franklin India Opportunities Fund - Growth 05-02-2000 23.12 43.9 26.26 26.18 15.42
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 22.3 23.51 0.0 0.0 0.0
HDFC Defence Fund - Growth Option 02-06-2023 20.81 0.0 0.0 0.0 0.0
Axis Innovation Fund - Regular Plan - Growth Option 05-12-2020 19.8 23.22 10.32 0.0 0.0
ICICI Prudential Innovation Fund - Growth 05-04-2023 19.77 0.0 0.0 0.0 0.0
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 19.66 27.28 16.71 23.02 0.0
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 17.92 29.41 22.71 26.51 0.0
HSBC Business Cycles Fund - Regular Growth 20-08-2014 17.03 28.19 18.87 19.37 12.41

PORTFOLIO ANALYSIS of Quant Commodities Fund - Growth Option - Regular Plan

Asset Allocation (%)