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: 1.95% As on (31-08-2023)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,788.8 Cr As on (31-08-2023)
Turn over: 275%
NAV as on 25-09-2023

163.9269

1.61 (0.9835%)

CAGR Since Inception

13.18%

NIFTY Midcap 150 TRI 17.2%

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

Scheme Performance (%)

Data as on - 25-09-2023

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)

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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 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 17.21 1.71 7.03 0.88 - -
Equity: Mid Cap - - - - - -

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

Period
Data as on - 25-09-2023
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 22.92 19.92 38.08 23.52 17.82
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 31.98 19.88 35.17 19.55 22.76
Taurus Discovery (Midcap) Fund - Regular Plan - Growth 05-09-1994 30.86 14.9 27.61 17.64 20.93
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 28.35 15.62 32.58 19.46 0.0
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 27.32 15.87 34.2 21.26 20.54
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 25.44 0.0 0.0 0.0 0.0
Tata Mid Cap Growth Fund Regular Plan- Growth Option 01-07-1994 25.08 13.28 29.26 19.34 21.44
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 22.79 13.17 33.39 0.0 0.0
Invesco India Midcap Fund - Growth Option 19-04-2007 22.37 11.53 26.9 17.6 21.67
HSBC Midcap Fund - Regular Growth 09-08-2004 21.84 9.22 23.32 13.81 20.88

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

Asset Allocation (%)