quant Large Cap Fund - Growth Option - Regular Plan

Category: Equity: Large Cap
Launch Date: 08-08-2022
Asset Class:
Benchmark: NIFTY 100 TRI
Expense Ratio: 2.25% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 807.07 Cr As on (31-03-2024)
Turn over:
NAV as on 22-04-2024

14.6098

0.11 (0.768%)

CAGR Since Inception

24.98%

NIFTY 100 TRI 17.49%

PERFORMANCE of quant Large Cap Fund - Growth Option - Regular Plan

Scheme Performance (%) Data as on - 22-04-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
quant Large Cap Fund - Growth Option - Regular Plan 57.03 - - - 24.98
NIFTY 100 TRI 33.61 17.88 15.75 14.53 17.49
Equity: Large Cap 35.72 17.73 15.37 14.2 14.89

Yearly Performance (%)

Nav Movement

Fund Managers

Sanjeev Sharma, Vasav Sahgal, Sandeep Tandon, Ankit A Pande

Investment Objective

The scheme seeks to generate consistent returns by investing in equity and equity related instruments falling under the category of large cap companies. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations

RETURNS CALCULATOR for quant Large Cap 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 Large Cap Fund - Growth Option - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
quant Large Cap Fund - Growth Option - Regular Plan 8.49 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of quant Large Cap Fund - Growth Option - Regular Plan

Period
Data as on - 22-04-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 57.03 0.0 0.0 0.0 0.0
BANK OF INDIA Bluechip Fund Regular Plan Growth 24-06-2021 46.99 21.0 0.0 0.0 0.0
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 45.64 22.95 20.98 16.9 13.81
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 44.39 25.88 26.21 17.65 16.95
ICICI Prudential Bluechip Fund - Growth 05-05-2008 40.99 21.5 22.19 17.89 15.92
ITI Large Cap Fund - Regular Plan - Growth Option 24-12-2020 40.52 19.54 16.64 0.0 0.0
Invesco India Largecap Fund - Growth 21-08-2009 40.21 17.91 19.68 15.85 14.84
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 40.15 20.83 19.75 17.99 15.85
Taurus Large Cap Fund - Regular Plan - Growth 28-02-1995 39.2 17.23 18.08 13.94 11.89
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 37.78 21.32 22.42 15.78 14.65

PORTFOLIO ANALYSIS of quant Large Cap Fund - Growth Option - Regular Plan

Asset Allocation (%)