Quant Focused Fund - Growth Option - Regular Plan

(Erstwhile Escorts Leading Sectors Fund - Growth Option)

Category: Equity: Focused
Launch Date: 01-08-2008
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.27% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 809.1 Cr As on (31-03-2024)
Turn over:
NAV as on 29-04-2024

86.3324

0.28 (0.3255%)

CAGR Since Inception

14.66%

NIFTY 500 TRI 12.62%

PERFORMANCE of Quant Focused Fund - Growth Option - Regular Plan

Scheme Performance (%) Data as on - 29-04-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Quant Focused Fund - Growth Option - Regular Plan 51.78 22.55 22.2 20.15 14.66
NIFTY 500 TRI 40.32 20.72 17.8 15.9 12.62
Equity: Focused 38.59 18.91 17.02 16.11 17.01

Yearly Performance (%)

Nav Movement

Fund Managers

Sanjeev Sharma, Vasav Sahgal, Ankit A Pande

Investment Objective

The scheme seeks to provide capital appreciation by investing in companies from Leading Sectors, depending upon their growth prospects and sustainability of future earnings growth. A Leading sector shall be the one that is growing at a rate higher than the nominal GDP of the economy.

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

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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 Focused Fund - Growth Option - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Quant Focused Fund - Growth Option - Regular Plan 15.34 1.1 5.96 0.9 - -
Equity: Focused - - - - - -

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

Period
Data as on - 29-04-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Quant Focused Fund - Growth Option - Regular Plan 01-08-2008 51.78 24.58 22.55 22.2 20.15
Invesco India Focused Fund - Growth 08-09-2020 67.84 28.15 24.87 0.0 0.0
JM Focused Fund (Regular) - Growth Option 05-03-2008 52.63 28.37 22.74 14.93 16.12
Mahindra Manulife Focused Fund - Regular Plan - Growth 01-11-2020 50.4 27.49 25.51 0.0 0.0
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 45.71 26.15 24.04 19.94 15.7
DSP Focus Fund - Regular Plan - Growth 10-06-2010 41.64 20.24 15.72 14.78 14.85
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 41.03 27.78 28.84 19.77 16.03
Franklin India Focused Equity Fund - Growth Plan 05-07-2007 40.4 23.62 22.51 18.46 18.63
HSBC Focused Fund - Regular Growth 22-07-2020 40.27 21.1 19.36 0.0 0.0
360 ONE Focused Equity Fund -Regular Plan - Growth 30-10-2014 39.39 23.3 21.32 22.13 0.0

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

Asset Allocation (%)