Quant Momentum Fund Direct Growth

Quant Momentum Fund Direct Growth

Equity

Quant Mutual Fund

Equity - Other

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.

₹14.27

▲0.4%1D

NAV as on 14 May 2025

27.03%/per year

Since Inception

Absolute Gain%

▲▼

4044 people have invested ₹ 2.4Cr 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 (14-May-25)

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

Period
This Fund
Nifty 500
Category Avg
1 Month
7.99%
8.42%
-
3 Months
8.44%
9.05%
-
6 Months
-0.7%
2.44%
-
1 Year
-0.17%
8.78%
-

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Quant Momentum Fund
-
1,687Cr
0.9%
-0.17%
-
27.03%
ICICI Prudential India Opportunities Fund Direct Growth
1/39
27,197Cr
0.69%
15.99%
28.75%
23.22%
ICICI Prudential Business Cycle Fund Direct Growth
2/39
12,375Cr
0.74%
11.53%
26.18%
23.16%
Nippon India Power & Infra Fund Direct Growth
7/39
7,026Cr
1.03%
3.8%
34.43%
15.67%
See all

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
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Quant Momentum Fund Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 90.7%

Debt & Cash 9.3%

Large cap
62.4%
Mid cap
18.3%
Small cap
9.9%
Mid Cap allocation has gone down from 18.4% to 18.3%
Mid Cap allocation has gone down from 18.4% to 18.3%
Large Cap allocation has gone down from 66.8% to 62.4%
Large Cap allocation has gone down from 66.8% to 62.4%
Small Cap allocation has gone up from 9% to 9.9%
Small Cap allocation has gone up from 9% to 9.9%
Cash allocation has gone up from 5.8% to 9.2%
Cash allocation has gone up from 5.8% to 9.2%
Debt allocation has gone up from 0% to 0.2%
Debt allocation has gone up from 0% to 0.2%

Quant Momentum Fund Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 90.7%

Debt & Cash 9.3%

Financial Services
29.7%
Industrial
15.8%
Consumer Defensive
15%
Energy
13.3%
Utilities
8.3%
Health
7.3%
Consumer Cyclical
4.1%
Communication
3.3%
Real Estate
2%
Basic Materials
1.1%

Top 3 Sectors in April were Financial Services, Industrial & Energy

Apr'25

Financial Services

33%

Industrial

20%

Energy

18%

Mar'25

Financial Services

27%

Industrial

20%

Energy

15%

Quant Momentum Fund Holdings Details

as on (30-Apr-25)

Equity

Debt & Cash

Top Stocks bought last month
Avenue Supermarts Ltd's allocation increased from 0.94% to 4.65%
Avenue Supermarts Ltd's allocation increased from 0.94% to 4.65%
HDFC Life Insurance Co Ltd's allocation increased from 5.62% to 8.11%
HDFC Life Insurance Co Ltd's allocation increased from 5.62% to 8.11%
Larsen & Toubro Ltd's allocation increased from 10.1% to 10.82%
Larsen & Toubro Ltd's allocation increased from 10.1% to 10.82%
Top Stocks sold last month
Reliance Industries Ltd's allocation decreased from 10.84 % to 10.05 %
Reliance Industries Ltd's allocation decreased from 10.84 % to 10.05 %
Zydus Lifesciences Ltd's allocation decreased from 2.19 % to 2.15 %
Zydus Lifesciences Ltd's allocation decreased from 2.19 % to 2.15 %
Kolte-Patil Developers Ltd's allocation decreased from 1.63 % to 1.63 %
Kolte-Patil Developers Ltd's allocation decreased from 1.63 % to 1.63 %

Quant Momentum Fund Direct Growth Overview

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

Expense ratio0.9%
Benchmark
Nifty 500 TR INR
AUM₹1687 Cr
Inception Date21 November, 2023
Min Lumpsum/SIP₹5000/₹1000
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
96.91%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
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.

Currently, the fund's portfolio comprises 9.9% small-cap stocks, 62.39% large-cap stocks, and 18.32% mid-cap stocks.

With an AUM of ₹1687.0 crores, Quant Momentum Fund Direct Growth generated a return of -0.2% in 1 year. while its benchmark index (Nifty 500) generated 8.8% in 1 year, 18.6% in 3 years, and 24.5% 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

Learn more about Quant Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 1.7K Cr
₹ 1.7K Cr
₹ 1.6K Cr
  • AUM of the fund stands at 1.7K Cr as of Apr'25
  • AUM increased by 15 Cr between Apr'25 and Mar'25

Frequently Asked Questions for Quant Momentum Fund Direct Growth

What is the current NAV of Quant Momentum Fund Direct Growth?

The current NAV of Quant Momentum Fund Direct Growth is ₹14.27 as on 14-May-2025.

What are the average returns of Quant Momentum Fund Direct Growth?

Existing (Absolute + CAGR) as on 14-May-2025.
Quant Momentum Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
7.99%
7.99%
6 Month Returns
-0.7%
-0.7%
1 Year Returns
-0.17%
-0.17%
3 Years Returns
0%
0%

How do I invest in Quant Momentum Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Quant Momentum Fund Direct Growth?

0.9% as on April 2025

What is net assets under management (AUM) of Quant Momentum Fund Direct Growth?

₹1687 Cr as on April 2025

What are the top 5 holdings of Quant Momentum Fund Direct Growth?

Reliance Industries Ltd(10.97%), Larsen & Toubro Ltd(9.48%), Tata Power Co Ltd(8.83%), HDFC Life Insurance Co Ltd(8.71%), Life Insurance Corporation of India(8.67%) as on April 2025

What are the top 3 sectors that this Quant Momentum Fund Direct Growth has invested in?

Financial Services(29.73%), Industrial(18.23%), Energy(16.2%) as on April 2025

What is the alpha of Quant Momentum Fund Direct Growth?

The alpha ratio for the Quant Momentum Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Quant Momentum Fund Direct Growth
-9.7
-
-
As on April 2025
The alpha for Quant Momentum Fund Direct Growth is calculated against Nifty 500 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Quant Momentum Fund Direct Growth??

The Beta ratio for the Quant Momentum Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Quant Momentum Fund Direct Growth
1.03
-
-
As on April 2025
The Beta for Quant Momentum Fund Direct Growth is calculated with Nifty 500 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Quant Momentum Fund Direct Growth?

The sharpe ratio for the Quant Momentum Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Quant Momentum Fund Direct Growth
-0.53
-
-
As on April 2025
The sharpe ratio for Quant Momentum Fund Direct Growth is calculated with Nifty 500 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Quant Momentum Fund Direct Growth?

The standard deviation for the Quant Momentum Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Quant Momentum Fund Direct Growth
17.65
-
-
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

Who is the manager of Quant Momentum Fund Direct Growth?

Ankit A. Pande, Sanjeev Sharma are the fund managers of Quant Momentum Fund Direct Growth

What is the exit load of Quant Momentum Fund Direct Growth?

The Exit load of Quant Momentum Fund Direct Growth is 1%