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Quant Momentum Fund Direct Growth
NAV: 30 Apr '26
₹14.90
Min. for SIP
₹1,000
Fund size (AUM)
₹1,157.15 Cr
Expense ratio
1.41%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,619 | +4.13% | |
| 6 months | ₹30,000 | ₹31,005 | +3.35% | |
| 1 year | ₹60,000 | ₹62,213 | +3.69% |
Holdings (36)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Piramal Finance Ltd. | Financial | Equity | 10.24% |
| Adani Enterprises Ltd. | Services | Equity | 9.13% |
| HDFC Bank Ltd. | Financial | Equity | 8.70% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 8.06% |
| Adani Green Energy Ltd. | Capital Goods | Equity | 6.32% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 5.35% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | 4.57% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.64% |
| Sai Parenteral’s Ltd. | Healthcare | Equity | 3.11% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.94% |
| Bharti Airtel Ltd. | Communication | Futures | 2.93% |
| HDFC Life Insurance Co Ltd. | Insurance | Futures | 2.76% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 2.73% |
| Aurobindo Pharma Ltd. | Healthcare | Futures | 2.19% |
| Bajaj Finance Ltd. | Financial | Futures | 2.12% |
| One97 Communications Ltd. | Services | Futures | 1.88% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Futures | 1.84% |
| PB Fintech Ltd. | Services | Equity | 1.73% |
| Reserve Bank of India | Financial | T-Bills | 1.29% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 1.26% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.17% |
| HDFC Asset Management Company Ltd. | Financial | Futures | 1.11% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.05% |
| Reserve Bank of India | Financial | T-Bills | 1.03% |
| Mankind Pharma Ltd. | Healthcare | Futures | 1.03% |
| Reserve Bank of India | Financial | T-Bills | 0.86% |
| Reserve Bank of India | Financial | T-Bills | 0.86% |
| Reserve Bank of India | Financial | T-Bills | 0.86% |
| Reserve Bank of India | Financial | T-Bills | 0.86% |
| Reserve Bank of India | Financial | T-Bills | 0.86% |
| Reserve Bank of India | Financial | T-Bills | 0.86% |
| Hindustan Unilever Ltd. | Consumer Staples | Futures | 0.84% |
| Dabur India Ltd. | Consumer Staples | Futures | 0.84% |
| One97 Communications Ltd. | Services | Equity | 0.79% |
| United Spirits Ltd. | Consumer Staples | Futures | 0.59% |
| Eternal Ltd. | Services | Equity | 0.00% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹1,000
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +5.9% | +2.4% | +5.0% | +47.3% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 13 | 13 | 18 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 15 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Fund management
SKSameer KateFeb 2025 - PresentView details
SK
Sameer Kate
Feb 2025 - Present
View details
VPVarun PattaniFeb 2025 - PresentView details
VP
Varun Pattani
Feb 2025 - Present
View details
STSandeep TandonOct 2023 - PresentView details
ST
Sandeep Tandon
Oct 2023 - Present
View details
AKAyusha KumbhatFeb 2025 - PresentView details
AK
Ayusha Kumbhat
Feb 2025 - Present
View details
SSSanjeev SharmaOct 2023 - PresentView details
SS
Sanjeev Sharma
Oct 2023 - Present
View details
AAPAnkit A PandeOct 2023 - PresentView details
AAP
Ankit A Pande
Oct 2023 - Present
View details
YTYug TibrewalMar 2025 - PresentView details
YT
Yug Tibrewal
Mar 2025 - Present
View details
About Quant Momentum Fund Direct Growth
Quant Momentum Fund Direct Growth is a Equity Mutual Fund Scheme launched by Quant Mutual Fund. This scheme was made available to investors on 15 Apr 1996. Sameer Kate is the Current Fund Manager of Quant Momentum Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹81,675 Cr and the Latest NAV as of 30 Apr 2026 is ₹14.90.
The Quant Momentum Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000. Exit load of 1%, if redeemed within 15 days.
;
Investment Objective
The scheme seeks 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 horizon. There is no assurance that the investment objective of the Scheme will be realized.;
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#34 in India
Total AUM₹81,674.97 Cr
Date of Incorporation15 Apr 1996
Launch Date15 Apr 1996
Address6th Floor, Sea Breeze Building,Appa Saheb Marathe Marg,Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,