quant Momentum Fund · Regular · Growth
NAV
₹15.4883
as of 14 Jul 2026
Expense Ratio
2.19%
AUM
₹1,312 Cr
Lumpsum returns (CAGR)
- 1Y
- +7.21%
- 3Y
- —
- 5Y
- —
- Since Inception
- +17.97%
SIP returns (XIRR)
- 1Y
- +18.16%
- 3Y
- —
- 5Y
- —
- Since Inception
- +8.84%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.14
Sharpe Ratio
+0.04
Alpha
0.31
Beta
0.14
Sortino
15.93%
Std Dev
-14.60%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Metals & Minerals Trading11.00%
- Pharmaceuticals & Biotechnology11.00%
- Finance10.00%
- Power9.00%
- Banks9.00%
- Insurance5.00%
- Beverages5.00%
- Electrical Equipment3.00%
- Capital Markets3.00%
- Aerospace & Defense2.00%
- Financial Technology (Fintech)2.00%
- Personal Products1.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Adani Enterprises Limited10.97%
- 2Piramal Finance Ltd9.78%
- 3Adani Green Energy Limited8.97%
- 4Aurobindo Pharma Limited7.53%
- 5Reliance Industries Limited 26/05/20266.07%
- 6Icici Bank Limited5.27%
- 7Varun Beverages Limited5.20%
- 8Hdfc Life Insurance Co Ltd4.66%
- 9Kotak Mahindra Bank Limited 26/05/20264.36%
- 10Kotak Mahindra Bank Limited3.46%
Investment Objective
quant Momentum Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
quant Momentum Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by quant Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹1,312 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.19%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations