Fund Details
Quant Active Fund Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 0.57% |
| NAV | ₹283.99 (21 Jan 2021) |
|---|---|
| Fund Started | 07 Jan 2013 |
| Fund Size | ₹133 Cr |
Returns
Comparison
1. Lower expense ratio - 0.57%
2. Exit load is zero
3. 1Y Returns are higher than the category average returns
4. 3Y Returns are higher than the category average returns
5. 5Y Returns are higher than the category average returns
1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Stylam Industries Ltd. | FMCG | Equity | 8.1% |
| Majesco Ltd. | Technology | Equity | 5.8% |
| Bharti Airtel Ltd. | Communication | Equity | 4.9% |
| Bharat Rasayan Ltd. | Chemicals | Equity | 3.9% |
| Adani Enterprises Ltd. | Services | Equity | 3.7% |
| PTC India Financial Services Ltd. | Financial | Equity | 3.6% |
| Caplin Point Laboratories Ltd. | Healthcare | Equity | 3.4% |
| L&T Technology Services Ltd. | Engineering | Equity | 3.2% |
| Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 3.2% |
| ICICI Lombard General Insurance Company Ltd. | Financial | Equity | 2.9% |
Fund Managers
Quant Active Fund Direct Growth Details
Quant Active Fund Direct Growth is a Equity Mutual Fund Scheme launched by Quant Mutual Fund. This scheme was made available to investors on 07 Jan 2013. Sanjeev Sharma is the Current Fund Manager of Quant Active Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹133 Cr and the Latest NAV as of 21 Jan 2021 is ₹283.99.
The Quant Active Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000.
Investment Objective
The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Large Cap, Mid Cap and Small Cap companies.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
