Quant Momentum Fund Direct Growth

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.

₹14.61

-0.8%1D

NAV as on 17 Dec 2025

20.19%/per year

Since Inception

Absolute Gain%

2629 people have invested ₹ 1.9Cr 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 (17-Dec-25)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-1.33%
1.04%
-0.83%
-1.71%
--
--
Nifty 500
-1.91%
0.22%
2.24%
1.73%
14.54%
15.67%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
2.51%
6.3%
19.05%
17.19%
29.69%
29.58%
Worst in Equity - Other
-8.7%
-6.81%
-14.3%
-19%
8.13%
10.41%

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
-
1,462Cr
0.95%
-1.71%
-
--
--
--
--
--
ICICI Prudential Business Cycle Fund Direct Growth
1/46
15,708Cr
0.76%
10.98%
23.19%
7.52
0.84
1.29
2.50
1.64
ICICI Prudential India Opportunities Fund Direct Growth
2/46
33,946Cr
0.66%
8.83%
23.61%
8.17
0.82
1.35
2.60
1.75
Nippon India Quant Fund Direct Growth
3/46
109Cr
0.53%
2.25%
20.04%
5.70
1.00
0.96
1.68
1.87

Quant Momentum Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

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Total Corpus

0

Absolute Return

Quant Momentum Fund Asset Allocation

See fund asset allocation details as on (14-Dec-25)

Fund Distribution

as on (14-Dec-25)

Large cap
65.9%

Mid cap
12.5%

Small cap
9%

Large Cap allocation has gone up from 61.5% to 65.9%
Large Cap allocation has gone up from 61.5% to 65.9%
Small Cap allocation has gone up from 4.2% to 9%
Small Cap allocation has gone up from 4.2% to 9%
Mid Cap allocation has gone up from 12.2% to 12.5%
Mid Cap allocation has gone up from 12.2% to 12.5%
Cash allocation has gone up from 6.6% to 8.8%
Cash allocation has gone up from 6.6% to 8.8%

Quant Momentum Fund Sector Allocation

See fund sector allocation details as on (14-Dec-25)

Sector Allocation

Financial Services
31.5%
Energy
19.6%
Utilities
13.6%
Health
9.1%
Real Estate
7.3%
Consumer Cyclical
6.6%
Industrial
5.3%
Communication
3.6%
Consumer Defensive
3.5%

Top 3 Sectors in November were Utilities, Health & Financial Services

Nov'25

Financial Services

27%

Government

21%

Utilities

20%

Oct'25

Utilities

27%

Health

23%

Financial Services

12%

Quant Momentum Fund Holdings Details

as on (30-Nov-25)

Top Stocks bought last month
Aurobindo Pharma Ltd's allocation increased from 5.47% to 6%
Aurobindo Pharma Ltd's allocation increased from 5.47% to 6%
Samvardhana Motherson International Ltd's allocation increased from 3.45% to 3.88%
Samvardhana Motherson International Ltd's allocation increased from 3.45% to 3.88%
HDFC Life Insurance Co Ltd's allocation increased from 5.15% to 5.48%
HDFC Life Insurance Co Ltd's allocation increased from 5.15% to 5.48%
Top Stocks sold last month
Adani Green Energy Ltd's allocation decreased from 8.58 % to 8.03 %
Adani Green Energy Ltd's allocation decreased from 8.58 % to 8.03 %
DLF Ltd's allocation decreased from 6.79 % to 6.61 %
DLF Ltd's allocation decreased from 6.79 % to 6.61 %
Anthem Biosciences Ltd's allocation decreased from 6.45 % to 5.87 %
Anthem Biosciences Ltd's allocation decreased from 6.45 % to 5.87 %

Quant Momentum Fund Direct Growth Overview

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

Expense ratio0.95%
Benchmark
Nifty 500 TR INR
AUM₹1462 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

Sameer Kate

Fund Manager of Quant Momentum Fund Direct Growth, since 3 February 2025

Sandeep Tandon

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

Varun Pattani

Fund Manager of Quant Momentum Fund Direct Growth, since 19 February 2025

Ayusha Kumbhat

Fund Manager of Quant Momentum Fund Direct Growth, since 19 February 2025

Yug Tibrewal

Fund Manager of Quant Momentum Fund Direct Growth, since 6 March 2025

Ankit A. Pande

Fund Manager of Quant Momentum Fund Direct Growth, since 21 November 2023

Learn more about Quant Mutual Fund
Parameters
Nov'25
Oct'25
Sep'25
AUM
₹ 1.5K Cr
₹ 1.5K Cr
₹ 1.5K Cr
  • AUM of the fund stands at 1.5K Cr as of Nov'25
  • AUM has remained same between Nov'25 and Oct'25

Frequently Asked Questions for Quant Momentum Fund Direct Growth

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 ₹14.61. 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 -1.71% in 1 year

Who is the fund manager of Quant Momentum Fund?

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

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 0.95%. 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 ₹1462 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 Piramal Finance Ltd(9.04%), Adani Green Energy Ltd(8.03%), DLF Ltd(6.61%)