Quant Momentum Fund Direct Growth
Get the latest NAV of Quant Momentum Fund Direct Growth. 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.
₹14.96
▲0.5%1D
NAV as on 30 Jun 2025
28.54%/per year
Since Inception
▲▼
3898 people have invested ₹ 2.7Cr in Quant Momentum Fund Direct Growth in the last three months
Quant Momentum Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (30-Jun-25)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Quant Momentum Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Quant Momentum Fund Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 96.1%
Debt & Cash 3.9%
Quant Momentum Fund Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 96.1%
Debt & Cash 3.9%
Top 3 Sectors in May were Financial Services, Industrial & Energy
Financial Services
31%
Energy
20%
Utilities
14%
Financial Services
33%
Industrial
20%
Energy
18%
Quant Momentum Fund Holdings Details
as on (31-May-25)
Equity
Debt & Cash
Quant Momentum Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.89% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹1745 Cr |
| Inception Date | 21 November, 2023 |
| Min Lumpsum/SIP | ₹5000/₹1000 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 96.91% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   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.
Currently, the fund's portfolio comprises 8.0% small-cap stocks, 72.99% large-cap stocks, and 15.11% mid-cap stocks.
With an AUM of ₹1745.0 crores, Quant Momentum Fund Direct Growth generated a return of -3.4% in 1 year. while its benchmark index (Nifty 500) generated 4.7% in 1 year, 20.7% in 3 years, and 22.7% in 5 years.
Fund Manager
Ankit A. Pande
Fund Manager of Quant Momentum Fund Direct Growth, since 21 November 2023
Sanjeev Sharma
Fund Manager of Quant Momentum Fund Direct Growth, since 21 November 2023
- AUM of the fund stands at 1.7K Cr as of May'25
- AUM increased by 58.1 Cr between May'25 and Apr'25
More funds from Quant
5Y CAGR
▲ 46.29
3Y CAGR
▲ 31.58
3Y CAGR
▲ 30.36
5Y CAGR
▲ 41.41
5Y CAGR
▲ 33.84
Frequently Asked Questions for Quant Momentum Fund Direct Growth
How do I invest in Quant Momentum Fund?
- 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.