Get the latest NAV of Quant Momentum Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹15.94

0.9%1D

NAV as on 24 Jun 2026

19.64%/per year

Since Inception

Absolute Gain%

1780 people have invested ₹ 1.1Cr in Quant Momentum Fund in the last three months

Quant Momentum Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (24-Jun-26)

The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
3.88%
20.4%
7.43%
8.65%
--
--
Nifty 500
2.1%
9.78%
-3.04%
0.06%
13.04%
11.42%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
1.71%
4.69%
5.27%
--
--
--
Worst in Equity - Other
1.08%
3.31%
2.77%
--
--
--

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Quant Momentum Fund
-
1,360Cr
0.96%
8.65%
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund
1/35
36,478Cr
0.57%
3.05%
20.05%
6.64
0.82
0.99
1.58
1.27
Aditya Birla Sun Life Special Opportunities Fund Dir
2/35
1,073Cr
0.97%
16.83%
22.56%
7.04
0.97
0.94
1.55
2.28
ICICI Prudential Business Cycle Fund
3/35
15,798Cr
0.64%
4.14%
19.79%
5.84
0.90
0.90
1.41
1.36

Quant Momentum Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit


Total Corpus

0

Absolute Return

Quant Momentum Fund Asset Allocation

See fund asset allocation details as on (14-Jun-26)

Fund Distribution

as on (14-Jun-26)

Large cap
46.1%

Mid cap
37.1%

Small cap
6.8%

Quant Momentum Fund Sector Allocation

See fund sector allocation details as on (14-Jun-26)

Sector Allocation

Financial Services
27.5%
Utilities
20.2%
Health
18.1%
Consumer Cyclical
11.1%
Real Estate
10.1%
Energy
6.4%
Industrial
4.1%
Consumer Defensive
2.5%

Top 3 Sectors in May were Financial Services, Energy & Health

May'26

Financial Services

39%

Energy

16%

Health

16%

Apr'26

Financial Services

39%

Energy

16%

Health

16%

Quant Momentum Fund Holdings Details

as on (31-May-26)

Holdings
Weight%
1M Change
Adani Enterprises Ltd
11.22%
0%
Adani Green Energy Ltd
10.46%
6.4%
Piramal Finance Ltd
9.15%
0%
Aurobindo Pharma Ltd
7.43%
0%
Yes Bank Ltd
6.29%
0%
Top Stocks bought last month
Adani Green Energy Ltd's allocation increased from 6.32% to 8.97%
Adani Green Energy Ltd's allocation increased from 6.32% to 8.97%
Varun Beverages Ltd's allocation increased from 2.73% to 5.2%
Varun Beverages Ltd's allocation increased from 2.73% to 5.2%
Adani Enterprises Ltd's allocation increased from 9.13% to 10.97%
Adani Enterprises Ltd's allocation increased from 9.13% to 10.97%
Top Stocks sold last month
Piramal Finance Ltd's allocation decreased from 10.24 % to 9.78 %
Piramal Finance Ltd's allocation decreased from 10.24 % to 9.78 %
Aurobindo Pharma Ltd's allocation decreased from 8.06 % to 7.53 %
Aurobindo Pharma Ltd's allocation decreased from 8.06 % to 7.53 %
HDFC Life Insurance Co Ltd's allocation decreased from 5.35 % to 4.66 %
HDFC Life Insurance Co Ltd's allocation decreased from 5.35 % to 4.66 %

Quant Momentum Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.96%
Benchmark
Nifty 500 TR INR
AUM₹1360 Cr
Inception Date21 November, 2023
Min Lumpsum/SIP₹5,000/₹1,000
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
96.91%
Risk
Risk meter
pointer
Very High Risk

About Quant Momentum Fund

Quant Momentum Fund is a thematic mutual fund that invests in securities across market capitalizations that exhibit strong ‘momentum characteristics’. The fund managers at Quant actively apply the ‘momentum’ thesis.

 

This means that stocks in the market that are trending upward may continue their upward trajectory for a certain period. This strategy, also known as ‘trend following’, is combined with tactical allocation, behavioural insights, and risk management to build the portfolio for Quant Momentum Fund Direct Growth.

 

The fund follows the Nifty 500 TRI as its benchmark index, which helps it measure its performance against the broader market. The fund maintains a strong focus on sectors like Financials, Energy, Infrastructure, FMCG, Healthcare, etc.

Fund Manager

Sandeep Tandon

Fund Manager of Quant Momentum Fund, since 21 November 2023

Sanjeev Sharma

Fund Manager of Quant Momentum Fund, since 21 November 2023

Varun Pattani

Fund Manager of Quant Momentum Fund, since 19 February 2025

Sameer Kate

Fund Manager of Quant Momentum Fund, since 3 February 2025

Ayusha Kumbhat

Fund Manager of Quant Momentum Fund, since 19 February 2025

Ankit A. Pande

Fund Manager of Quant Momentum Fund, since 21 November 2023

Yug Tibrewal

Fund Manager of Quant Momentum Fund, since 6 March 2025

Learn more about Quant Mutual Fund
Parameters
May'26
Apr'26
Mar'26
AUM
₹ 1.3K Cr
₹ 1.3K Cr
₹ 1.2K Cr
  • AUM of the fund stands at 1.3K Cr as of May'26
  • AUM has remained same between May'26 and Apr'26

Frequently Asked Questions for Quant Momentum Fund

How do I invest in Quant Momentum Fund?

INDmoney makes it simple to invest in the Quant Momentum Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Quant Momentum Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Quant Momentum Fund?

The NAV of the fund today is ₹15.94. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Quant Momentum Fund fund has generated a return of 8.65% in 1 year

Who is the fund manager of Quant Momentum Fund?

The fund managers are Sandeep Tandon, Sanjeev Sharma, Varun Pattani, Sameer Kate, Ayusha Kumbhat, Ankit A. Pande, Yug Tibrewal.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-15 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.96%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1360 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Quant Momentum Fund?

The top 3 holdings of the fund are Adani Enterprises Ltd(11.22%), Adani Green Energy Ltd(10.46%), Piramal Finance Ltd(9.15%)