quant Momentum Fund · Regular · Growth
NAV
₹14.6626
as of 30 Sept 2026
Expense Ratio
3.06%
AUM
₹1,323 Cr
Lumpsum returns (CAGR)
- 1Y
- +6.86%
- 3Y
- —
- 5Y
- —
- Since Inception
- +14.31%
SIP returns (XIRR)
- 1Y
- +4.25%
- 3Y
- —
- 5Y
- —
- Since Inception
- +3.85%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.30
Sharpe Ratio
+0.03
Alpha
0.28
Beta
0.30
Sortino
14.75%
Std Dev
-14.60%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Telecom - Services15.63%
- Pharmaceuticals & Biotechnology11.90%
- Finance9.31%
- Metals & Minerals Trading8.36%
- Power7.42%
- Petroleum Products6.76%
- Electrical Equipment4.90%
- IT - Software4.26%
- Insurance3.81%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Piramal Finance Ltd9.31%
- 2Indus Towers Limited9.17%
- 3Aurobindo Pharma Limited8.98%
- 4Adani Enterprises Limited8.36%
- 5Adani Green Energy Limited7.42%
- 6Reliance Industries Limited6.76%
- 7Bharat Heavy Electricals Ltd4.90%
- 8Hexaware Technologies Limited4.26%
- 9Life Insurance Corporation Of India3.81%
- 10Hfcl Limited3.54%
What this fund does
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 ₹1,323 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 3.06%.