Quant Focused Fund Direct Growth+0.19%

1
-14.33%
1 Year Return
Equity
Mid Cap
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Quant Focused Fund Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio0.57%
NAV28.01 (27 May 2020)
Fund Started07 Jan 2013
Fund Size4 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Quant Focused Fund Direct Growth
-14.3%
0.2%
4.9%
11.4%
Category Average
-21.4%
-2.1%
4.0%
-
Rank within category
3
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -14.3% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity10.2%
    Bharti Airtel Ltd.CommunicationEquity9.6%
    Biocon Ltd.HealthcareEquity9.3%
    SBI Life Insurance Company Ltd.FinancialEquity9.1%
    Alembic Pharmaceuticals Ltd.HealthcareEquity8.5%
    Godrej Consumer Products Ltd.FMCGEquity7.0%
    Petronet LNG Ltd.EnergyEquity6.3%
    Torrent Pharmaceuticals Ltd.HealthcareEquity5.5%
    Nippon Life India Asset Management Ltd.FinancialEquity5.4%
    HDFC Life Insurance Co Ltd.FinancialEquity2.9%
    See All

    Fund Managers

    addSanjeev Sharma
    Education
    Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
    Experience
    Funds Managed

    Quant Focused Fund Direct Growth Details

    Quant Focused Fund Direct Growth is a Equity Mutual Fund Scheme launched by Escorts Mutual Fund. This scheme was made available to investors on 07 Jan 2013. Sanjeev Sharma is the Current Fund Manager of Quant Focused Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4 Cr and the Latest NAV as of 27 May 2020 is ₹28.01.

    The Quant Focused Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Exit load of 1% if redeemed within 1 year

    Investment Objective

    The investment objective of the scheme is to provide capital appreciation or income distribution by investing in companies from Leading Sectors, depending upon their growth prospects and sustainability of future earnings growth.

    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.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About Escorts Mutual Fund

    Address
    Premises No. - 2/90, Block – P, Connaught Circus, New Delhi 110001
    Phone
    011-43587415, 43587420
    Launch Date
    15 Apr 1996
    Website
    NA
    Quant Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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