Quant Mid Cap Fund - Growth Option - Regular Plan

(Erstwhile Escorts Opportunities Fund-Growth)

Category: Equity: Mid Cap
Launch Date: 26-02-2001
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 2.68% As on (31-08-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 708.9 Cr As on (31-08-2022)
Turn over: -
NAV as on 04-10-2022

131.2767

3.39 (2.5832%)

CAGR Since Inception

12.65%

NIFTY Midcap 150 TRI 16.53%

PERFORMANCE of Quant Mid Cap Fund - Growth Option - Regular Plan

Scheme Performance (%)

Data as on - 04-10-2022

Yearly Performance (%)

Fund Managers

Sanjeev Sharma, Vasav Sahgal, Ankit A Pande, Chandramouli Alla

Investment Objective

The scheme seeks to generate long-term capital appreciation and aims to outperform plain vanilla diversified equity funds by dynamically moving investments across sectors.

RETURNS CALCULATOR for Quant Mid Cap 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 Mid Cap Fund - Growth Option - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Quant Mid Cap Fund - Growth Option - Regular Plan 7.95 1.32 9.56 0.83 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Quant Mid Cap Fund - Growth Option - Regular Plan

Period
Data as on - 04-10-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 14.32 43.83 37.4 20.03 15.9
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 21.51 42.97 27.47 15.34 0.0
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 12.03 41.37 30.83 14.35 19.86
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 7.02 34.18 25.43 13.13 18.64
Kotak Emerging Equity Scheme - Growth 30-03-2007 6.54 35.95 27.12 15.39 19.65
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 05-12-2013 5.19 41.25 38.81 19.29 0.0
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 4.99 31.09 20.26 9.15 16.28
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 4.57 35.84 27.57 15.23 19.99
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 4.32 36.14 27.0 15.28 16.44
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 4.3 35.37 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Quant Mid Cap Fund - Growth Option - Regular Plan

Asset Allocation (%)