Quant Momentum Fund Regular Growth

Quant Momentum Fund Regular Growth is an equity fund. This fund was started on 21 November, 2023. The fund is managed by Sanjeev Sharma, Ankit A. Pande. The fund could potentially beat inflation in the long-run.

1. Quant Momentum Fund Regular Growth has ₹1741 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
2. The fund has an expense ratio 2.1.
   

Quant Momentum Fund Regular Growth has given a CAGR return of 25.47% since inception. Over the last 1 year the fund has given a CAGR return of -8.43%.

Quant Momentum Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Government, Energy, Utilities, Health, Real Estate, Consumer Cyclical, Consumer Defensive, Communication, Industrial. Its top holdings are Life Insurance Corporation of India, Reliance Industries Ltd, HDFC Life Insurance Co Ltd, Tata Power Co Ltd, DLF Ltd

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The primary investment objective of the scheme is to achieve long-term capital appreciation for its investors. This objective will be pursued by strategically investing in a diversified portfolio of equity and equity-related instruments. The selection of these instruments will be based on a quantitative model meticulously designed to identify potential investment opportunities that exhibit the potential for significant capital appreciation over the specified investment.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Quant Momentum Fund Regular Growth has no lock in period.